Back to the Bottom in 2023? 1/4/23

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Back to the Bottom in 2023? 1/4/23

FromHalftime Report

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Length:

45 minutes

Released:

Jan 4, 2023

Format:

Podcast episode

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Scott Wapner and the Investment Committee debate whether the market will revisit the October bottom. Plus, the second day of our Stock Summit is underway, with the Committee picking their favorite picks for 2023. And later, we grade your latest trades!

Released:

Jan 4, 2023

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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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
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
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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
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
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
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
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
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
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
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 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
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
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
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
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
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
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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
Trim Some Tech Winners?: The latest 13-F filings show a number of hedge funds scaling back their tech holdings. Scott Wapner and the Investment Committee discuss if it’s a warning sign, or just profit-taking. And, whether you should follow their moves. Also, Qualcomm hitting record highs as the chip giant meets investors. Should you buy at these levels? Plus, the Committee making a lot of moves in the market. They unveil their latest buys. And later, Jon Najarian reveals his latest trades in Unusual Activity. by Halftime Report
48 min listen
Big Jobs Miss: What it Means for Stocks: Scott Wapner and the Investment Committee debate the state of stocks after a jobs miss and a volatile week. Morgan Stanley’s Chris Toomey tells us why it may be time to get cautious. Plus, we cover the Calls of the Day on Home Depot and Lowe’s, what do the downgrades mean to the sector. And later, Pete Najarian shares some Unusual Activity in 2 big names. Earnings season kicks off next week. The committee get you ready with trades ahead of the results by Halftime Report
45 min listen
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
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
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
Apple’s Path to $3 Trillion: Apple getting closer to $3 trillion market-cap with shares hitting all-time highs again. Scott Wapner and the investment committee debate what that magic milestone would mean for the company, the stock, the tech trade and the market overall. Plus, are high-valuation stocks in a bubble? And, big calls on Biotech. Is this going to be a hot space to invest in 2022? by Halftime Report
45 min listen
The True State of Tech: Is the tech trade dead? The Investment Committee debates the future of the tech trade as the market faces the possibility of a more hawkish Fed. Senior Economics Reporter says a major shift is underway at the Federal Reserve that could see a speedier end to its easy policies. Plus, the desk discusses CNBC’s new Next Generation 50 Index – why they like it and how they’re playing the next generation of investors. And, one Wall Street analyst says, electric car marker Rivian is “The One.” by Halftime Report
45 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
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
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
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

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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
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
What March Holds for your Money 02/28/23: The final day of a down month for stocks, Scott Wapner and the Investment Committee debate what March might bring for your money. Plus, top banking analyst Mike Mayo joins us to grade the second ever investor day for Goldman Sachs. And later, a Call of the Day on some A.I. names by Bank of America. The Committee discuss the best name in the group. by Halftime Report
45 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 Month Ahead For Stocks 9/5/23: Scott Wapner and the investment committee debate what the month ahead will hold for your money after a volatile August. The chart of the day is on energy. We kick off the calls of the day with Disney. And the panel debates the semis trade as Arm kicks off its IPO roadshow. Investment Committee Disclosures by Halftime Report
46 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
Navigating the Narrow Market 2/6/24: Scott Wapner and the Investment Committee debate the narrow market as several members of the Investment Committee make new moves around the mega caps. Plus, the Chart of the Day is the KWEB, it was Josh’s Contrarian play for 2024, he weighs in on the name. And later, we’re covering the Calls of the Day on Bristol-Myers, Broadcom and McDonald’s. Investment Committee Disclosures by Halftime Report
50 min listen
Can Stocks Handle the Economic Heat? 1/17/24: Scott Wapner and the Investment Committee debate the state of the markets as more evidence of a resilient economy sends rates rising. Plus, multiple committee stocks are moving today, they weigh in on each one. And later, Rob Sechan shares his contrarian idea for 2024. by Halftime Report
45 min listen
The Call to Sell Stocks: On the last trading day of the month, Scott Wapner and the Investment Committee are joined by Scott Minerd, Guggenheim’s Chief Investment Officer, who says it may be time to sell stocks. The Committee will debate whether we’re at the peak of the market, as Minerd suggests. And later, we cover a big earnings week next week, what names should you watch out for? by CNBC's "Fast Money"
44 min listen
The Critical Week Ahead for the Markets 1/29/24: Scott Wapner and the Investment Committee discuss the critical week ahead as earnings season kicks of with five mega cap tech stocks and a Fed Meeting on deck. Plus, we’ve got Calls of the Day on Uber, Costco and more, the Committee debate their favorite names. And later, we’ve got the Setup on a few other key earnings this week. Investment Committee Disclosures by Halftime Report
44 min listen
Stocks back in the Green 3/3/23: The S&P stays on pace to end its 3-week losing streak, Scott Wapner and the Investment Committee debate whether the trend will continue with rates taking a breather after pushing multi-month highs. Plus, the Committee making some big moves in big tech, they break down all their trades. And later, we grade your latest trades! Investment Committee Disclosures by Halftime Report
45 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
Have Stocks Found a Bottom?: Scott Wapner and the Investment Committee discuss if stocks have found a bottom, following Monday’s big rebound. Plus, the committee is making a lot of moves. They unveil their latest buys and sells. And, the trade ahead of Microsoft’s earnings after the bell. by Halftime Report
50 min listen

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Back to the Bottom in 2023? 1/4/23

Back to the Bottom in 2023? 1/4/23

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