Halftime Report

Latest Episodes:

Brad Gerstner joins Halftime Report Live in San Francisco 6/11/24 Jun 11, 2024

Show notes

Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the markets, tech, his latest trades and more. And later, a Call of the Day on Uber, reiterated as a top pick at Citi, the desk have a heated debate on the ride-sharing company.

Investment Committee Disclosures

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Will WWDC Deliver for Apple? 6/10/24 Jun 10, 2024

Show notes

Scott Wapner is live from Apple Park in Cupertino, California ahead of Apple’s Worldwide Developers Conference today. The Investment Committee discuss what the conference means for Apple and what they’re expecting from the company. Plus, we cover the latest Calls of the Day on AMD, Snowflake, Uber and more. And later, we give you the setup on some key tech earnings reporting later this week.

Investment Committee Disclosures

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The Market and the Hotter than Expected Jobs Report 6/7/24 Jun 07, 2024

Show notes

Scott Wapner and the Investment Committee debate the markets after a hotter than expected jobs report hit the tapes. Plus, we’re monitoring Gamestop as meme investor “Roaring Kitty” has a youtube livestream scheduled in our hour. And later, the Investment Committee share their latest portfolio moves.

Investment Committee Disclosures

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CNBC Pro Talks: Jim Lebenthal on why going back to the fundamentals will make you a better investor 6/7/24 Jun 07, 2024

Show notes

Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields 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.

Nvidia’s Unrelenting Run 6/6/24 Jun 06, 2024

Show notes

Scott Wapner and the Investment Committee discuss Nvidia’s unrelenting move higher as it powers the Nasdaq to it’s best week in more than a month. Plus, The Committee share their latest portfolio moves. And later, Salesforce pushing hire as Value Act Capital takes a stake, the desk reacts.

Investment Committee Disclosures

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The Nasdaq Rallies to another Record High 6/5/24 Jun 05, 2024

Show notes

Scott Wapner and the Investment Committee debate the Nasdaq as the index rallies to another record high. Plus, Crowdstike surging after earnings, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day on Uber, Nextera Energy, Applied Materials and more.

Investment Committee Disclosures

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The Rally’s Next Leg 06/04/24 Jun 04, 2024

Show notes

Scott Wapner and the Investment Committee debate whether the rally’s next leg will be up or down. Plus, Josh Brown is doubling his position in Amazon, he explains why. And later, we cover the latest calls of the day on American Express, Stanley Black & Decker, and more.

Investment Committee Disclosures

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The June Playbook: Swoon or Sizzle 6/3/24 Jun 03, 2024

Show notes

Scott Wapner and the Investment Committee debate their June Playbook with stocks coming off another positive month. Plus, the desk is making some major portfolio moves, they detail them all. And later, some committee stocks are on the move, they detail their strategy with the names.

Investment Committee Disclosures

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Trading the Market as May Ends 5/31/24 May 31, 2024

Show notes

Scott Wapner and the Investment Committee debate the state of stocks, the tech trade and more as May comes to an end. Plus, Carl Icahn taking a stake in Caesars, we bring you the latest. And later, some Calls of the Day on Schwab, Qualcomm and McDonald’s.

Investment Committee Disclosures

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Navigating the Tech Trade 5/30/24 May 30, 2024

Show notes

Scott Wapner and the Investment Committee discuss the tech sector and how to trade it with one committee member bailing on Salesforce, and another sticking with it. Plus, we cover the latest calls of the day in the healthcare sector. And later, the desk share their latest moves in the market.

Investment Committee Disclosures

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