Tech Pain Ahead?

FromHalftime Report

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Tech Pain Ahead?

FromHalftime Report

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Length:

44 minutes

Released:

Jan 13, 2022

Format:

Podcast episode

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The Nasdaq sells off again. Scott Wapner and the Investment Committee discuss just how much pain is still ahead for the Nasdaq and tech trade. Plus, Pete Najarian seeing a lot of options action on Boeing and Ford. He’ll also have his latest trades in Unusual Activity. And later, Kari has her top picks for 2022.

Released:

Jan 13, 2022

Format:

Podcast episode

Titles in the series (100)

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

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The State of Stocks and your Next Move: As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names. by Halftime Report
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Rally on? Or, as good as it gets?: The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy. by Halftime Report
44 min listen
Keep Riding the Record Rally?: Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall. by Halftime Report
45 min listen
The Biggest Correction of the Year?: Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions. by Halftime Report
44 min listen
The Rally’s Red Flags: Scott Wapner and the Investment Committee debate whether the risks for your money are mounting or overblown. Stocks are not far from recent record highs, so the Committee goes hunting for the rally’s red flags. Plus, we cover some Calls of the Day on multiple big oil stocks, how should you trade them? And later, we get to your questions in Ask Halftime by Halftime Report
45 min listen
Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report
45 min listen
Taper Coming: Your Next Money Move: Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity. by Halftime Report
45 min listen
Is the Market on the Cusp of a Correction?: Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos. by Halftime Report
47 min listen
Where the Money is Flowing: A wild week on Wall Street. Scott Wapner and the Investment Committee debate what the stunning comeback for stocks means for the remainder of the year. Is a year-end rally on the cards? Plus, the committee is making a ton of moves in this market. We’ll reveal their latest buys. And, former Evergrande bond holder Marc Lasry of Avenue Capital joins us to discuss what he’s hearing, if there will be a default and contagion fears. by Halftime Report
45 min listen
Worry vs. Momentum: Scott Wapner and the investment committee debate whether the strong year for stocks will be enough to overcome rising risks to the record rally. Plus, airlines cutting their outlook. Is the reopening trade in trouble? And, Hall of fame sport broadcaster, Al Michaels, joins the investment committee to discuss the kick-off to the NFL season. by Halftime Report
45 min listen
Is an October Rollover Coming?: Scott Wapner and the Investment Committee debate what the final three months of this year will bring. The Committee discuss The Fed, Earnings, the names they like and so much more. Plus, Tom Lee joins us to defend his continued bullish stance on the market. And later, Steve Weiss calls in to give us his thoughts on Moderna falling today. by Halftime Report
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Tale of Two Mega-Cap Techs: Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity. by Halftime Report
45 min listen
Record Highs & Fed in Focus: Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell. by Halftime Report
45 min listen
Delta, Disney, and your Dollars: Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
U.S. Stocks Downgraded: Time to get Cautious?: Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity. by Halftime Report
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Market Milestone: Nasdaq 15K: Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names. by Halftime Report
45 min listen
Buy the Bounce Back?: After a sharp decline yesterday, the market is bouncing back today. Scott Wapner and the Investment Committee debate whether it’s time to buy on the way back up. Plus, the Facebook whistleblower is testifying today on Capitol Hill. Where the stocks goes from here. Plus, this stock has doubled this year and a new call says it can go up another 30% form here. We’ll reveal the name in Call of the Day. by Halftime Report
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Fleeing the Financials: New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks. by Halftime Report
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Risks to the Record Rally: The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions. by Halftime Report
44 min listen
Apple’s Big Event: What’s Riding on it: Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile. by Halftime Report
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The New Best Performing Sector: Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity by Halftime Report
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4 Reasons to Stick with Stocks: Scott Wapner and the investment committee debate four big calls on the street, making the case for the record rally to continue. Also, some stunning numbers on where money is flowing in this market. Plus, one year ago today, Jenny Harrington made a bet with Josh Brown that one of the stocks in her portfolio would outperform one particular name in Josh Brown's portfolio. Josh joins the committee - how that bet played out and where these two stocks go from here. Plus, Jon Najarian’s latest trades in unusual activity by Halftime Report
44 min listen
Bad Economic Data = Good News for Stocks?: The latest employment report misses big, Brian Sullivan and the Investment Committee debate whether that’s good, or bad for stocks. Should you keep riding the rally, or is it time to take a pause? And, the Fintech wars are heating up, the Committee discusses how you should play it. Plus, Wall Street is bullish on semis, are they right? And later, Biotech is breaking out, we discuss which names are worth a look. by Halftime Report
45 min listen
Risks to the Record Rally: Scott Wapner is back with the Investment Committee to debate if this is as good as it gets for stocks and where to invest your money from here. Should you keeping betting on big-tech? Or, the cyclical trade? Adam Parker of Trivariate research weighs in with his thoughts. Plus, a stock that’s up more than 40% in the past 3-months just got its price target raised to a new street high. The committee debate it in Call of the Day. And, the trade ahead of Gamestop and Lululemon’s earnings after the bell. by Halftime Report
45 min listen
Taper Talk: how to play it: Tyler Mathisen and the Investment Committee discuss the flood of headlines from Fed officials ahead of Jerome Powell’s big speech tomorrow, how will the market react and what should you do to prepare? Plus, the Committee share their latest moves. And later, retail investors are joining Cathie Wood and jumping back into China, the Committee debates if that’s the right move. by Halftime Report
44 min listen
Breakdown or Bounce? What’s next for Stocks: The S&P is coming off its worst week since June, Scott Wapner and the Investment Committee debate if stocks are setting up for a bounce, or is more pain to come? Plus, we cover the Call of the Day on commodities, Goldman Sachs saying in a note that the sector is under-invested. And later, Leslie Picker joins us to discuss her exclusive interview with Apollo’s new CEO, Mark Rowan, on his vision for the company and its future. by Halftime Report
44 min listen
Trust the Rebound?: Stocks rallying today, having their best week since June. Scott Wapner and the Investment Committee debate if this continues and which stocks are worth a look. Plus, should you trust the rebound in the tech trade? And Later, Calls of the Day on Square and Nio, what should you do with these names? by Halftime Report
45 min listen
Record High: Keep Riding the Rally?: The Dow hits record highs and the S&P getting very close to its own record high. Jim Cramer joins Scott Wapner and the investment committee to debate which stocks to buy and where do they go from here. Plus, hedge fund titan David Einhorn of Greenlight shares his best ideas. And, activist investor Nelson Peltz on his outlook for the markets and inflation. Later, the trade ahead of earnings after the bell. by Halftime Report
53 min listen
Stocks Bounce Back: Will it Hold?: Scott Wapner and the Investment Committee discuss the bounce back in stocks and whether it’s time to start buying again. Plus, Jon Najarian is seeing a major bearish signal in one of the FANG names. What it may mean for the stock from here. Plus, Commodities have been getting hammered. Why one member of the committee is buying right now. And, Disney’s CEO says subscriber growth for its streaming service slowed, but the street coming to his defense with some positive notes. Is the recent sell-off in the stock overblown? by Halftime Report
45 min listen
Breakout or Breakdown: What’s Next?: Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why. by Halftime Report
44 min listen

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Searching for a Bottom 5/10/22: Scott Wapner and the Investment Committee search for a bottom in the market following multiple days of selling. Plus, Cathie Wood taking a stake in GM. The committee debates the move. SoFi tanking on the back of its earnings. How to play the Fintech trades from here. And later, Jon Najarian shares some Unusual Activity in three names. by Halftime Report
50 min listen
The Great Debate 12/4/23: Scott Wapner and the investment committee debate if tech is too toppy as the Nasdaq has its worst day in more than a month. Bitcoin hits the highest level since April 2022; one of the experts is buying more. The chart of the day is Uber. Calls of the day include PepsiCo, Nike, General Motors, U.S. Bancorp and Union Pacific. Alaska Air shares drop on news it's acquiring Hawaiian Airlines. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. by Halftime Report
44 min listen
Nasdaq Below Key Level: Nasdaq falls into correction and trading below its 200-day moving averages. Scott Wapner and the Investment Committee debate how much more selling is left. Plus, the Committee making moves in this market. Also, Blackrock’s Rick Rieder tells us why equities are going higher and where yields go from here. And later, Jon Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
Reversal of Fortune in Momentum 3/11/24: Scott Wapner and the Investment Committee debate the momentum unwind as several of the best trades year to date are reversing. Plus, The desk share their latest portfolio moves. And later, we’ve got some Calls of the Day on Netflix and Nike. Investment Committee Disclosures by Halftime Report
44 min listen
Stocks Bounce Back 12/21/23: Scott Wapner and the investment committee debate if it’s time to trim or time to buy following yesterday’s sudden sell-off. Ritholtz’s Josh Brown details his latest portfolio move. The chart of the day is Micron. Apple in focus. A cautious call out on Caterpillar. The setup is on Nike ahead of earnings. Investment Committee Disclosures by Halftime Report
45 min listen
A ‘Buy Everything’ Market?: Many areas of the market hitting record highs. Scott Wapner and the Investment Committee debate the best place for your money right now. Plus, several stocks are in focus today, the GE Split, the Roblox surge, with Robinhood, Paypal and Ford in the headlines. The Committee weighs in on all these stocks and more. And later, Pete Najarian shares some unusual activity in 2 consumer names. by Halftime Report
44 min listen
Is Tech Tired? 3/15/24: Courtney Reagan and the Investment Committee debate whether the tech trade is tired with the sector leading the S&P to the downside today. Plus, we’ve got a Chart of the Day on Adobe, the stock sinking today despite a beat on earnings. And later, Rob Sechan reveals his latest portfolio moves. Investment Committee Disclosures by Halftime Report
44 min listen
The Rally’s Next Leg 3/14/24: Scott Wapner and the Investment Committee debate the rally’s next leg and where It might come from if the Nvidia’s of the world take an extended breather. Plus, we’ve got Calls of the Day on Caterpillar, IBM, RTX and Chubb. And later, the desk gives their earnings setup on Adobe. Investment Committee Disclosures by Halftime Report
45 min listen
The State of the Rally after the CPI Selloff 2/14/24 by Halftime Report
44 min listen
Stocks Closer to a ‘Buy’ than ’Sell’? 6/2/22: Scott Wapner and the Investment Committee debate if stocks are now closer to a buy than a sell. Plus, Microsoft cuts it guidance. Are more earnings revisions coming? And what will it mean for this market? Plus, the best performing sector this year getting more bullish calls. The committee discuss how much higher it can go from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names. by Halftime Report
45 min listen
The Final Stretch 12/26/23: Scott Wapner and the Investment Committee discuss the final stretch of the year as the S&P goes for a new all-time-high. Plus, a Call of the Day on Google, Barron’s calling it a top pick for 2024, the Committee debate. And later, a Battle Royale is brewing between the casinos in NYC as they compete for a location in the Big Apple. by Halftime Report
44 min listen
The Moment of Truth 5/24/23: Scott Wapner and the Investment Committee discuss tech and the AI trade ahead of Nvidia’s earnings after the bell. The panel also details their latest portfolio moves. The Call of the Day is on Eli Lilly, with two bullish notes out on the stock. And our experts grade your recent trades. by Halftime Report
44 min listen
Trim on the Rebound?: Scott Wapner and the Investment Committee discuss if investors should use today’s big rebound to trim some overexposed and beaten down names.. Plus, what to do with the mega-cap tech trade from here. Plus, we’ve got some Calls of the Day on two big chip names, the Committee take their positions. And later, the trade ahead of Netflix’s earnings after the bell and Jon Najarian latest trades in Unusual Activity by Halftime Report
48 min listen
Semi Smackdown 10/17/23: Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. Investment Committee Disclosures by Halftime Report
46 min listen

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Tech Pain Ahead?

Tech Pain Ahead?

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