Halftime Report

Latest Episodes:

Big Tech Takes Center Stage 10/29/24 Oct 29, 2024

Show notes

Scott Wapner and the Investment Committee prepare for Alphabet Earnings as big tech takes center stage. Plus, the Committee making some portfolio moves, they break them all down. And later, the desk talks about some other non-tech names reporting this week.

Investment Committee Disclosures

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Big Tech’s Big Week 10/28/24 Oct 28, 2024

Show notes

Scott Wapner and the Investment Committee debate the biggest week for tech with the Nasdaq riding a seven-week winning streak. Plus, one of the committee members is trimming Alphabet, they explain why. And later, JPM’s Steven Tusa joins us with his bullish case on 3M, it’s our Call of the Day.

Investment Committee Disclosures

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Bracing for Mega Cap Earnings 10/25/24 Oct 25, 2024

Show notes

Scott Wapner and the Investment Committee brace for big tech as mega caps are ready to report earnings next week. Plus the Committee making some major moves in their portfolio, they reveal their latest trades. And later, Deckers up double digits today after reporting earnings, it’s our Chart of the Day.

Investment Committee Disclosures

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CNBC Pro Talks: How Carter Worth knows when it’s time to sell 10/22/24 Oct 25, 2024

Show notes

CNBC’s Dominic Chu speaks with Carter Braxton Worth, founder and CEO of Worth Charting LLC, to find out how he uses charting alongside his 35 years of Wall Street expertise to decide which stocks are overbought and which could be on the cusp of an upswing. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks] Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The State of Stocks 10/24/24 Oct 24, 2024

Show notes

Scott Wapner and the Investment Committee discuss the state of play for stocks with the election and big tech earnings getting closer. The chart of the day is ServiceNow hitting a new record intraday high. The experts debate a large group of earnings movers and analyst calls of the day.

Investment Committee Disclosures

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Popping Yields, Dropping Stocks 10/23/24 Oct 23, 2024

Show notes

Scott Wapner and the Investment Committee debate stocks heading lower today as yields rise. Plus, McDonald’s falling after an E. Coli outbreak is linked to the Quarter Pounder, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day.

Investment Committee Disclosures

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Positioning Your Portfolio 10/22/24 Oct 22, 2024

Show notes

Scott Wapner and the Investment Committee discuss the state of play for stocks with election day only two weeks away and big earnings on the horizon. Plus, Boeing Machinists are voting tomorrow on their strike, Phil Lebeau joins us with the Union President to discuss the latest on the strike and what’s next for his members. And later, the Committee discuss the latest calls of the day.

Investment Committee Disclosures

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The State of Play for Stocks 10/21/24 Oct 21, 2024

Show notes

Scott Wapner and the Investment Committee debate the state of play for stocks as a big week for earnings gets underway. Plus, the Committee break down the latest Calls of the Day. And, the desk share their latest portfolio moves.

Investment Committee Disclosures

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Positioning for the Bull Market 10/18/24 Oct 18, 2024

Show notes

Scott Wapner and the Investment Committee debate how to best position your portfolio as the Dow comes off another record high. Plus, Kevin Simpson making some moves in his portfolio, he reveals the details. And later, the Investment Committee debate the latest Calls of the Day.

Investment Committee Disclosures

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The Everything Rally 10/17/24 Oct 17, 2024

Show notes

Scott Wapner and the Investment Committee debate the everything rally as stocks continue hitting record highs. Plus, the desk debate the latest Calls of the Day. And later, we’ve got a trade update on one name Josh recommended to a special guest last month.

Investment Committee Disclosures

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