Halftime Report

Latest Episodes:

The Unsettled Market 9/4/24 Sep 04, 2024

Show notes

Scott Wapner and the Investment Committee debate the unsettled market as fears over the economy weigh on stocks. Plus, Rob Sechan making some portfolio moves, he reveals what stock he’s buying more of. And later, the Committee discuss the latest Calls of the Day.

Investment Committee Disclosures

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Stocks Under Pressure as Semis Slide 9/3/24 Sep 03, 2024

Show notes

Scott Wapner and the Investment Committee discuss stocks sliding today as semi stocks fall. They are having their worst day since August 2nd. Plus, Josh Brown gets stopped out of NetApp, he explains what to do with the stock now. And later, the desk debate the latest Calls of the Day on Oracle, Autodesk and Steel Dynamics.

Investment Committee Disclosures

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CNBC Pro Talks: Mike Khouw on the ins and outs of options trading 9/3/24 Sep 03, 2024

Show notes

CNBC’s Mike Santoli and Mike Khouw, chief strategist at Openinterest.PRO, discuss how investors can use options trading to minimize risk and avoid chasing the stock market. 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 September Setup 8/30/24 Aug 30, 2024

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Frank Holland and the Investment Committee discuss their September Setup following an anxious august for the markets. Plus, multiple committee members reveal their latest portfolio moves. And later, the desk talks about their August Winners and Losers.

Investment Committee Disclosures

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Nvidia Earnings, Tech and the Markets 08/29/24 Aug 29, 2024

Show notes

Scott Wapner and the Investment Committee discuss the tech trade after Nvidia’s earnings. The desk debates how to trade tech as Nvidia falls. Plus, the Committee talk about some of their stocks that are on the move today. And later, Bill Baruch sells Duke Energy but Kevin Simpson still owns it, they debate what’s the right move.

Investment Committee Disclosures

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Will Nvidia Deliver (Again) 8/28/24 Aug 28, 2024

Show notes

Scott Wapner and the Investment Committee debate the big earnings on tap tonight as Nvidia, Salesforce and Crowdstrike report in a matter of hours. Plus, a Chart of the Day on Super Micro, down big today after delaying its 10k, Joe Terranova owns it and discusses his strategy from here. And later, the Committee look at some of their “comeback kid” stocks that are up big from their August 5 lows.

Investment Committee Disclosures

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The Broadening Market 8/27/24 Aug 27, 2024

Show notes

Scott Wapner and the Investment Committee debate the broadening story for stocks and whether you should finally believe in it. Plus, some major moves in the Committee’s portfolios, they reveal them all. And later, the desk discusses the latest Calls of the Day.

Investment Committee Disclosures

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Jerome Powell Deliver, Will Nvidia? 8/26/24 Aug 26, 2024

Show notes

Scott Wapner and the Investment Committee debate whether the entire rally is riding on Nvidia’s earnings results as the stock is set to report this week. Plus, the Committee making some portfolio moves, they share their strategy. And later, the desk discusses the latest Calls of the Day.

Investment Committee Disclosures

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The Rate Cut Playbook 8/23/24 Aug 23, 2024

Show notes

Frank Holland and the Investment Committee discuss their rate cut playbook following Fed Chair Jerome Powell’s comments laying the groundwork for coming rate cuts. Plus, the desk share their latest portfolio moves. And later, Steve Liesman joins us with Chicago Fed President Austan Goolsbee to discuss the Fed, rate cuts and more.

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Preparing for the Fed Meeting 08/22/24 Aug 22, 2024

Show notes

Frank Holland and the Investment Committee are on record-high watch as investors await a critical speech from Fed Chair Jerome Powell in Jackson Hole. Steve Liesman joins us with the latest. Plus, the desk share their latest portfolio moves. And later, we take a look at some of the Committee’s high-flying stocks and what they’re doing with them now.

Investment Committee Disclosures

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