When Will the Tech Wreck End? 4/11/22

FromHalftime Report

Start listening View podcast show

When Will the Tech Wreck End? 4/11/22

FromHalftime Report

ratings:

Length:

44 minutes

Released:

Apr 11, 2022

Format:

Podcast episode

Description

Scott Wapner and the Investment Committee debate the road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterates a BUY on Disney, the Committee weighs in on our Call of the Day. And later, banks are slumping, how is the Committee navigating the sector.

Released:

Apr 11, 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.

Skip carousel

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
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
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
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
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
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
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
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
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
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
45 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 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
Are Stocks Broken or Buyable?: Scott Wapner and the Investment Committee discuss the state of stocks. Are they broken or buyable, and is the correction closer as interest rates move higher? Plus, one of the most successful commodity traders, Mark Fisher, joins us to explain why he thinks energy prices are going much higher from here. And later, we hit some Calls of the Day on a commodity and an industrial stock. 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
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
What will get the record rally running again?: Retail Sales beat, but stocks still drop, Frank Holland and the Investment Committee debate what this means for the broader market and where you should put your money now. Plus, Casinos getting downgraded in our Call of the Day, we discuss how to trade it. And later, China’s crackdown on video games could mean its game over for some high flying names. by Halftime Report
44 min listen
Chip Stocks Signaling a Warning?: Scott Wapner and the investment committee debate if the recent weakness in the semis is signaling a warning sign for the overall market. Plus, the trade on Apple following reports of iPhone production cuts. Plus, a bullish call on one red-hot retail stocks that’s doubled this year. And, the committee reveal their new stock buys. 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
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
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
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
The Tech Takedown and How to Trade it: Tech taken down by rising rates. Scott Wapner and the Investment Committee discuss how to navigate today’s big drop. Fundstrat’s Tom Lee joins us to weigh in and defend his bullish thesis for the market. Plus, all the moves the investment committee is making right now – their latest buys and sells. And later, Pete Najarian shares some Unusual Activity in two names. by Halftime Report
47 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
44 min listen
Facebook Fallout & Tech Wreck by Halftime Report
45 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
Apple and Amazon Earnings: Your Next Move: Scott Wapner and the Investment Committee get you ready for earnings from Apple and Amazon after the bell today. Plus, Ford shares hitting 7-year highs on the back of blowout earnings and guidance. Is it time to add the stock to your portfolio? And, Jon Najarian has his latest trades in Unusual Activity. by Halftime Report
53 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
47 min listen
Is the Pullback Over?: A big rally again. Scott Wapner and the Investment Committee debate if the pullback is already over and if it’s time to buy stocks again. Plus, the Committee reveal their latest buys. And, the trade ahead of Nike’s earnings after the bell. by Halftime Report
44 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
45 min listen

More Episodes from Halftime Report

Skip carousel

Stocks Creep Towards New Highs 5/14/24: Scott Wapner and the Investment Committee discuss stocks searching for new highs as another key inflation read hits the tape. Plus, the desk is making some major moves in their portfolio, they detail their strategy. And later, we’ve got some Calls of the Day on Roblox, Regeneron, Costco and Edison International. Investment Committee Disclosures by Halftime Report
45 min listen
The Big Week Ahead 5/13/24: Scott Wapner and the Investment Committee debate the big week ahead as key inflation data looms and the AI arms race heats up again. Plus, we’ve got Calls of the Day on multiple names, the Committee break them all down. And later, the desk has some stocks on hot streak, they debate what to do with hem from here. by Halftime Report
44 min listen
The Amazing, Resilient Stock Market 5/10/24: Scott Wapner and the Investment committee discuss the record-setting stock market getting close to another major milestone. Plus, some Committee stocks are enjoying win streaks, we discuss what to do with them from here. And later, a Call of the Day on Target, the Committee discuss retail and the consumer. Investment Committee Disclosures by Halftime Report
43 min listen
The Rally in Stocks and the Pullback in Growth 5/9/24: Scott Wapner and the Investment Committee debate the rally in stocks and the pullback in growth. Plus, the desk making some major moves in their portfolios, they detail them all. And later, Roblox shares tanking, It’s our Chart of the Day, shareholder Bryn Talkington calls in with her strategy from here. Investment Committee Disclosures by Halftime Report
43 min listen
The State of the Growth Trade 05/08/24: Scott Wapner and the Investment Committee debate the state of the growth trade as more big names get hammered in today’s session. Plus, the committee share some of their latest portfolio moves. And later, the desk shares the setup on some real estate stocks reporting this week. Investment Committee Disclosures by Halftime Report
43 min listen
The State of the Growth Trade 05/07/24: Scott Wapner and the Investment Committee discuss the state of the growth trade, with Bill Baruch calling in to talk about his latest trade in the space. Plus, Altimeter Capital Founder & CEO Brad Gerstner joins us to discuss his outlook on tech and the market. And later, the desk talks about some of their stocks on the move today. by Halftime Report
49 min listen
The Post-Powell Bounce Back 5/6/24: Scott Wapner and the Investment Committee discuss the rebound in stocks and debate whether the bulls once again have the upper hand. Plus, Berkshire trimming some of their Apple position, the Committee debate the move. And later, the desk discusses their latest portfolio moves. Investment Committee Disclosures by Halftime Report
46 min listen
The Road Ahead for the Rally 05/03/24: Scott Wapner and the Investment Committee discuss the surge in stocks following Apple earnings and what might have been a ‘perfect’ jobs report for the bulls and the Fed. Plus, the Committee is making some moves in the financials sector, they break them down. And later, legendary sports broadcaster Mike Tirico joins us ahead of tomorrow’s Kentucky Derby. by Halftime Report
43 min listen
CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24: How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone, the CIO at Glenview Trust Company, in this special CNBC Pro Talk ahead of the 2024 Berkshire annual shareholders meeting. CNBC Pro’s Yun Li also joins to preview Berkshire’s annual meeting and what investors can expect from the Oracle of Omaha. 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 int by Halftime Report
21 min listen
The Post-Powell Playbook 05/2/24: Scott Wapner and the Investment Committee debate the post-fed playbook as stocks rise following the Fed meeting. Plus, Apple is set to report earnings tonight, the Committee lay out what to expect. And later, the desk making some moves in their portfolio, they reveal their latest trades. by Halftime Report
42 min listen
The Road Ahead for the Fed and Markets 05/01/24: Scott Wapner and the Investment Committee discuss the Fed, Markets and Earnings. Plus, Joe Terranova covers his latest rebalance in the JOET ETF. And later, a Chart of the Day on AMD, the desk debates the chip sector. by Halftime Report
43 min listen
Stagflation Fears Drag Down the Market 4/30/24: Scott Wapner and the Investment Committee debate the state of stocks with Amazon earnings just hours away and fresh stagflation fears dragging down stocks. Plus, we’ve cover the latest Calls of the Day on Live Nation, Citigroup and Boeing. And later, the Committee talk about their stocks on the move. by Halftime Report
44 min listen
Trading the Pivotal Week Ahead 4/29/24: Scott Wapner and the Investment Committee discuss another key week for stocks with Apple and Amazon reporting and a Fed meeting looming. Plus, Adam Parker of Trivariate Research calls in to explain why his firm’s view has changed its market view. And later, a Call of the Day on Apple, Tony Sacconaghi putting a rare buy rating on the stock, the desk debates this move. Investment Committee Disclosures by Halftime Report
43 min listen
Halftime Report 4/26/24: Listen to 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. Investment Committee Disclosures by Halftime Report
43 min listen
Navigating the Pullback 4/25/24: Courtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks. Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. Investment Committee Disclosures by Halftime Report
44 min listen
Mega Cap Tech’s Moment 4/24/24: Scott Wapner and the Investment Committee debate big tech’s big moment with Meta kicking off earnings for the heavily owned group. Plus, the committee discuss stocks that are moving in their portfolio. And later, the Investment Committee the earnings setup for the big names reporting this week. Investment Committee Disclosures by Halftime Report
41 min listen
Halftime Report 4/23/24: Listen to 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. Investment Committee Disclosures by Halftime Report
44 min listen
Big Earnings Week Ahead 4/22/24: Scott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week. Investment Committee Disclosures by Halftime Report
44 min listen
The S&P 500’s Bad Week 4/19/24: Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we’ve got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy. Investment Committee Disclosures by Halftime Report
47 min listen
The State of the Tech Trade 4/18/24: Scott Wapner and the Investment Committee debate the state of the tech trade with the Nasdaq tracking for its sixth down week in the past seven. Plus, Powers Advisory Group President, Founder & Managing Partner Matt Powers joins the Investment Committee to discuss his newest dividend stock buys. And later, Stephanie Link is adding to her position in Las Vegas Sands and D.R. Horton, she calls in with the details. Investment Committee Disclosures by Halftime Report
45 min listen
The New Reality for Stocks 04/17/24: Scott Wapner and the Investment Committee debate the new reality for stocks as higher rates for longer becomes the accepted baseline. Plus, a big Call of the Day on Apple, Maxim Group calling the stock “Dead Money,” the Committee debate it. And later, Bryn Talkington and Steve Weiss debate what to do with Tesla. by Halftime Report
43 min listen
The Higher for Longer Playbook 4/16/24: Scott Wapner and the Investment Committee discuss the higher for longer playbook as elevated rates continue to weigh on stocks. Plus, the Committee share their latest moves in the market. And later, we cover some Calls of the Day on Uber, GE Vernova and General Motors. Investment Committee Disclosures by Halftime Report
44 min listen
Is the Bull Case Intact? 4/15/24: Scott Wapner and the Investment Committee debate the bull case for stocks and whether it’s still intact. Plus, Goldman Sachs is our Chart of the Day, the desk debate how to trade the name at these levels. And later, we cover some Committee stocks on the move like Salesforce, Intel, Cisco and more. Investment Committee Disclosures by Halftime Report
44 min listen
The Risks to the Rally 4/12/24: Scott Wapner and the Investment Committee discuss the return of volatility with stocks falling and the Vix spiking as concerns about the rally keep rising. Plus, Bill Baruch is adding to his Apple position, the Committee debate the buy. And later, the desk give you their earnings setup for next week. Investment Committee Disclosures by Halftime Report
44 min listen
Sizing up the Turbulent Week 4/11/24: Scott Wapner and the Investment Committee discuss the turbulent week for investors and what it might say about the future of the rally. Plus, we cover some calls of the day on Costco, Chevron, American Express and more. And later, bank earnings officially kick off tomorrow, the desk debate their favorite financial name. Investment Committee Disclosures by Halftime Report
44 min listen
Hot CPI Print Rattling Stocks 4/10/24: Scott Wapner and the Investment Committee discuss the selloff as the hotter than expected CPI unnerves the market. Steve Liesman joins us with the look ahead to two Fed speakers on the matter. Plus, we’ve got some calls of the day on multiple names, the desk break them all down. And later, the Committee give you their top Commodities picks. Investment Committee Disclosures by Halftime Report
45 min listen
The Rally and Tomorrow’s CPI Report 4/9/24: Scott Wapner and the Investment Committee discuss tomorrow’s looming CPI Report and what it will mean for the market. Plus, we’ve got calls of the day on Nasdaq, Freeport-McMoran, American Express and Cisco. And later, the desk share their latest portfolio moves. Investment Committee Disclosures by Halftime Report
44 min listen
Trading the Big Week Ahead 4/8/24: Scott Wapner and the Investment Committee debate the big week ahead for your money as inflation, rates and earnings take center stage. Plus, we’ve got Calls of the Day on Blackrock, Netflix and more. And later, a Chart of the Day on Taiwan Semi, the stock surging after securing a grant from the U.S. government for a factory in Arizona, the desk debate what to do with the stock now. Investment Committee Disclosures by Halftime Report
44 min listen
Rate Cuts and the Rally 4/5/24: Scott Wapner and the Investment Committee debate the state of the rally with stocks maneuvering through an unsettled week. They discuss how to invest right now with rates and earnings in focus. Plus, we’ve got some calls of the day on Uber, United Health, Netflix and more. And later, The desk talks about their 2nd quarter winners and losers, one week in. Investment Committee Disclosures by Halftime Report
43 min listen
The Strength of the Rally 4/4/24: Scott Wapner and the Investment Committee debate the state of the rally with two fed speakers on deck in this hour. Steve Liesman joins us with their latest comments. Plus, Josh Brown describes the “Cut on, Cut off” market and what it means for your money. And later, the Committee making some major moves in their portfolio, they detail them. Investment Committee Disclosures by Halftime Report
44 min listen

Related podcast episodes

Skip carousel

The Risk for Stocks: After a tumultuous week in the market, Scott Wapner and the Investment Committee debate what’s next for stocks. With the tech selloff and rates moving sharply higher over the past five days, what’s next and how should you trade it. Plus, we round out the week with our 2022 Stock Summit picks. And later, Pete Najarian sees some Unusual Activity in two names by Halftime Report
45 min listen
Will September be Treacherous for Stocks? 9/1/22: Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treacherous for stocks and how you should trade it. Plus, Cathie Wood’s Ark funds sees the biggest monthly outflow in nearly a year, the Committee weigh in on her picks. And later, NVIDIA shares are down 9% after the US announces new licensing rules against the company, what should you do with the stock from here, the Committee take their positions. by Halftime Report
45 min listen
Can Good Earnings Keep Stocks Climbing? 10/19/22: Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good reports can keep stocks climbing. Plus, a Call of the Day on cybersecurity stocks, the Committee weigh in on the sector. And later, Energy continues to rally, are there still opportunities in the names? by Halftime Report
45 min listen
The Road Ahead for Stocks 3/16/23: Scott Wapner and the Investment Committee discuss the road ahead for stocks after the tumultuous events of the past week. The Investment Committee making some major moves, they break down their latest trades. Plus, a Call of the Day on semiconductors, one firm calling the bottom in the sector, the Committee debate whether its time to buy chip stocks. by Halftime Report
47 min listen
Trading the Big Week Ahead 4/8/24: Scott Wapner and the Investment Committee debate the big week ahead for your money as inflation, rates and earnings take center stage. Plus, we’ve got Calls of the Day on Blackrock, Netflix and more. And later, a Chart of the Day on Taiwan Semi, the stock surging after securing a grant from the U.S. government for a factory in Arizona, the desk debate what to do with the stock now. Investment Committee Disclosures by Halftime Report
44 min listen
Stocks Surge after the CPI Report 11/14/23: Scott Wapner and the Investment Committee discuss the better than expected CPI Report and what it means for the surging market. Plus, Home Depot leading the Dow on earnings it’s our Chart of the Day. And later, the Committee talk tech stocks as NVIDIA tries for it’s 10th positive day in a row. Investment Committee Disclosures by Halftime Report
46 min listen
Countdown to Nvidia 11/21/23: Scott Wapner and the investment committee discuss the countdown to Nvidia earnings and what’s really at stake for tech. The experts detail their latest portfolio moves. The chart of the day is Burlington Stores. Zoom beats the street. The setup is on Deere. And CNBC Senior Market Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures by Halftime Report
46 min listen
State of Stocks 8/15/23: Scott Wapner and the Investment Committee discuss the road ahead as disappointing China data and a rise in yields dampens sentiment. The Chart of the Day is Nvidia. The panel debates how to play the banks after a Fitch warning. We review Berkshire’s bet on three homebuilders. And our the Call of the Day is a downgrade of several oil refiners by Bank of America. Investment Committee Disclosures by Halftime Report
46 min listen
Can Stocks Climb as Rates Rise? 9/20/22: As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can keep going higher in the face of it all. Plus, NVIDIA rolling out new products, has the battered stock reset? And later, a Call of the Day on Diamondback Energy, the Committee take their positions in the energy sector. by Halftime Report
45 min listen
The State of the Record Rally: Scott Wapner and the Investment Committee debate the record rally and if this week confirmed or put into question the future of the move. Plus, Josh and Steve discuss NVIDIA, what is the stock worth and how you should trade it. And later, Jon Najarian sees some Unusual Activity in two consumer names. by Halftime Report
47 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
Mixed Signals in the Market 11/8/22: Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. Plus, Industrials among the top performers in the past month and one committee members has a new buy in the space. Also, Disney earnings on deck. The committee gets you ready. And later, the list of stocks making stealthy double-digit moves higher. by Halftime Report
45 min listen
The Road Ahead for Your Money 11/4/22: Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some fintech stocks, the Committee weigh in on these names. And later, we look ahead to key earnings next week. by Halftime Report
45 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
The Critical Week for your Money 12/11/23: Scott Wapner and the Investment Committee debate this huge week for your money with critical inflation data, the Fed decision, and fresh reports on the consumer all coming out. Plus, we’ve got Calls of the Day on Nike and Occidental. And later, Heisman Trophy winner turned money manager Eddie George joins us to discuss his financial advice for young athletes. Investment Committee Disclosures by Halftime Report
45 min listen
How High can Nvidia Fly? 2/22/24: Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why. And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures by Halftime Report
45 min listen
Final Trading Week of August 8/28/23: Scott Wapner and the investment committee discuss the final days of a rocky month for stocks and what the famously fragile fall will hold for your money. The chart of the day is on Disney. The call of the day is a downgrade for CrowdStrike ahead of earnings. And the panel talks biotech as shares of Horizon Therapeutics pop. Investment Committee Disclosures by Halftime Report
46 min listen
The Collapse of Volatility 4/18/23: Scott Wapner and the Investment Committee debate the vaporized Vix and what the collapse of volatility says about the state of stocks. Plus, a Call of the Day on NVIDIA, the stock getting a double upgrade. And later, Valero down 9% this month, the Investment Committee debate what to do with oil stocks from here in our Chart of the Day. Investment Committee Disclosures by Halftime Report
45 min listen
Is the Bear Bounce Dead? 5/18/22: Scott Wapner and the Investment Committee debate whether the retail blow-up just crushed the bear market bounce in its tracks. Plus, the Mega Cap Tech Trade under pressure, how should you trade this sector. And later, Visa and Mastercard initiated as buys, the payment stocks are our Call of the Day. by Halftime Report
53 min listen
Rising Rates and Hot Inflation 3/2/23: Scott Wapner and the Investment Committee discuss rising rates, sinking earnings, and hot inflation. They debate the implications for stocks and your money. Plus a bullish Call of the Day on Semis, the Committee debates whether you should be buying names in the sector. And later, we grade your latest trades! 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
The Market’s Apple Problem 11/29/22: Apple stocks falling again today after a widely-followed analysts says iPhone shipments could be much worse than expected. Scott Wapner and the Investment Committee debate whether the market has an Apple problem, with the stock weighing heavily on the NASDAQ. Plus, a big week for cloud earnings, the Committee take their positions on these cyber names. And later, are dividend stocks your best bet right now? The Investment Committee debate and pick their favorite names. by Halftime Report
37 min listen
The Big Debate: Is the Bottom In?: Scott Wapner and the Investment Committee debate the big question in the market, is the bottom in? The Committee all weigh in with their thoughts. Plus, Steve Liesman joins us to discuss the sanctions on Russia and what the Fed’s Path will be in all this. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names. by Halftime Report
45 min listen
Rally Loses Steam 6/21/23: Scott Wapner and the Investment Committee react to Fed Chair Powell's testimony and what it all means for your money as the rally loses steam. Plus, our Chart of the Day is FedEx, lower after earnings. Three bullish Calls of the Day on Nike, Uber and Adobe. Energy leading today, how the panel is positioned in the sector. And the Setup on CarMax ahead of the print tomorrow. Investment Committee Disclosures by Halftime Report
46 min listen
The Kick-off to Earnings Season 7/10/23: A big week ahead for your money as the CPI and earnings season looms large over the market. Scott Wapner and the Investment Committee debate the road ahead. The Chart of the Day is Meta as Threads hits 100 million subscribers in only 5 days. And the Investment Committee pit Disney against Netflix. Investment Committee Disclosures by Halftime Report
48 min listen
FED DAY 2/1/23 by Halftime Report
45 min listen
Taper & The Tech Trade: The Fed expected to announce today when it will begin tapering. Scott Wapner and the investment committee debate what tapering and a rising rate environment will mean for the tech and growth trade. Will tapering spark a correction in these stocks? Plus, the committee weigh in with their top taper picks. Also, China tech stocks have been slammed in the past six months. But, a new call today saying these names are “too important to be ignored”. And, Jon Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
The Heavily-Hyped AI Trade 5/30/23: Scott Wapner and the Investment Committee debate whether there are signs of bubble trouble in the AI trade as Nvidia tops $1 trillion in market cap. The Calls of the Day include bullish notes on ChargePoint, PayPal and Johnson & Johnson. The panel sets you up for Salesforce and CrowdStrike earnings this week. And our experts grade your trades. by Halftime Report
45 min listen
Positioning Ahead of the Fed Rate Hike 9/21/22: The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk from a rate hike? Plus, the biggest street calls you need to know about today. And, big bank CEOs testify on capitol hill. The Committee debates what’s next for the sector. by Halftime Report
45 min listen
Big Tech in the Books: What’s Next for Stocks 4/29/22: Big tech earnings drawing to a close and a rough month comes to an end. Scott Wapner and the Investment Committee debate the road ahead for your money as the Fed gears up for rate hikes next week. Plus, Elon Musk selling Tesla to fund his Twitter purchase. Is Tesla stock at risk? And later, Jon Najarian’s latest trades in Unusual Activity by Halftime Report
45 min listen

Discover this podcast and so much more

When Will the Tech Wreck End? 4/11/22

When Will the Tech Wreck End? 4/11/22

Description

Titles in the series (100)

More Episodes from Halftime Report

Related podcast episodes