Rally On 3/29/23

FromHalftime Report

Start listening View podcast show

Rally On 3/29/23

FromHalftime Report

ratings:

Length:

45 minutes

Released:

Mar 29, 2023

Format:

Podcast episode

Description

Scott Wapner and the Investment Committee debate whether the tech run is sustainable. Plus, our Chart of the Day on Lululemon, shares soaring after earnings. And, Medtronic getting a double downgrade by UBS. Jenny Harrington is buying more of the medical device maker, she explains why in our Call of the Day. Investment Committee Disclosures

Released:

Mar 29, 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.

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
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
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
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
Will the Tech Pullback get Worse?: Scott Wapner and the Investment Committee debate whether tech is about to face an even bigger pullback. Plus, legendary investor Lee Cooperman joins us to discuss everything from the market, the Fed, and interest rates. And Later, Pete Najarian shares some Unusual Activity in two big consumer names. by Halftime Report
50 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
Big End of Year Rally? by Halftime Report
49 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
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
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
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
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
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
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
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
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
Safe to Buy the Dip? Or too Soon?: Stocks coming off their worst day since mid-May. Scott Wapner and the Investment Committee debate if it’s safe to buy on this drop, or is it too soon? Plus, Morgan Stanley’s Mike Wilson tell us why a 20% correction for stocks is beginning to look more likely. Plus, Uber shares rallying on a positive outlook. Is it time to add this name to your portfolio? And, Fedex earnings after the bell. Should you buy ahead of the numbers? by Halftime Report
45 min listen
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
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
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
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
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
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
5 Big Stock Movers: Moderna, Qualcomm, Qorvo, Penn and Lumen - Five stocks moving either down double digits, or up double-digits. Scott Wapner and the Investment Committee debate whether you should be buying them at these levels. Plus, we get you ready ahead of earnings from Uber, Shake Shack and Square after the bell. And later, Jon Najarian shares some Unusual Activity in one big auto name. 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
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
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
Facebook Fallout & Tech Wreck by Halftime Report
45 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
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

More Episodes from Halftime Report

Skip carousel

Nvidia Hits Record Highs 5/23/24: Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the details. Investment Committee Disclosures by Halftime Report
44 min listen
The Great Wait for Nvidia Earnings 5/22/24: Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks. Investment Committee Disclosures by Halftime Report
43 min listen
The Nasdaq’s Moment of Truth: Nvidia Earnings 5/21/24: Scott Wapner and the Investment Committee debate the Nasdaq’s moment of truth, Nvidia earnings tomorrow. Plus, the desk share their latest portfolio moves. And later, Ares Management is holding their 2024 investor day, Leslie Picker is there and brings us an exclusive interview with Ares Management Co-Founders Michael Arougheti and Tony Ressler. Investment Committee Disclosures by Halftime Report
48 min listen
Position for an “Everything Rally” 5/20/24: Scott Wapner and the Investment Committee discuss stocks extending their record highs today and how to position yourself for an everything rally. Plus cyber stocks on a tear, the desk debate how to trade these names. And later, the Aerospace and Defense ETF, ITA, hits an all-time high. The Committee debate what’s next for the sector. Investment Committee Disclosures by Halftime Report
43 min listen
Surging Stocks and More 5/17/24: Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. And later, the desk share their latest portfolio moves. Investment Committee Disclosures by Halftime Report
44 min listen
Dow tops 40k 05/16/24: Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names. Investment Committee Disclosures by Halftime Report
43 min listen
A New Price Target for the S&P 500 5/15/24: Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves. by Halftime Report
44 min listen
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

Related podcast episodes

Skip carousel

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
8am-9am ET: Rattner, Slok, Weidmann & Hardman: 8am-9am ET: Rattner, Slok, Weidmann & Hardman by Bloomberg Surveillance
43 min listen
November Rally 11/27/23: Scott Wapner and the investment committee debate how far stocks can run. Hightower’s Stephanie Link details her latest portfolio moves. The calls of the day are on GE Healthcare, McDonald’s and Old Dominion. The setup is on the big software stocks ahead of earnings. Investment Committee Disclosures by Halftime Report
45 min listen
Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing: UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Appl... by The Drill Down
30 min listen
Kickoff to Earnings Season 4/14/23: Scott Wapner and the Investment Committee react to some upside surprises in bank earnings. Stephanie Link is buying more of one of the big bank stocks. Plus, our Chart of the Day on Boeing. And, our experts grade your latest trades on General Electric, PayPal and Marvell Technology. Investment Committee Disclosures by Halftime Report
44 min listen
Fed Isn't Committed Enough to Price Stability, Goodfriend Says: Fed Isn’t Committed Enough to Price Stability, Goodfriend Says by Bloomberg Surveillance
45 min listen
Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty by The Drill Down
30 min listen
The supply side: manufacturers' perspectives (S3 – Ep2): The factory floor is our first stop on this journey tracing the flow of goods along global supply chains. How were manufacturers affected by recent disruptions and how are they adapting to a multi-crisis reality? We hear from Joachim Damasky of the German Association of the Automotive Industry, Arthur Tan of Integrated Microelectronics, Inc. and Trevor Gunn of Medtronic. WTO Senior Economist Coleman Nee provides the analysis. by Let's talk trade by WTO
32 min listen
State of Stocks 10/12/23: Scott Wapner and the investment committee discuss the state of stocks with inflation sticky, earnings looming and rates once again rising. The experts detail their latest portfolio moves. The call of the day is on Target. Plus, the setup ahead of UnitedHealth earnings. by Halftime Report
44 min listen
4023: Glenmark Pharma stake sale, Vedanta's fund raise, Zaggle Prepaid Ocean Services and Samhi Hotels listing & more | Market Minutes by Moneycontrol Podcast
9 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
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
9am-10am ET: Hegarty, Duignan, Galloway & Morrison: 9am-10am ET: Hegarty, Duignan, Galloway & Morrison by Bloomberg Surveillance
43 min listen
Smart Talks With IBM: Addressing health disparities during COVID-19 by TechStuff
50 min listen
Kickoff to Earnings Season 10/13/23: Scott Wapner and the investment committee discuss the road ahead for your money and what it will take to keep stocks moving higher. The panel debates a bullish call in the semis. The chart of the day is Boeing. And reaction to UnitedHealth's earnings beat. Investment Committee Disclosures by Halftime Report
45 min listen
Remote Patient Monitoring: One of the unexpected outcomes of the COVID-19 pandemic has been the rapid and widespread uptake of remote patient monitoring. As with vaccines, much groundwork had been done to prepare for dramatic innovation and widespread, rapid patient use, seemingly by Back Bay Life Science Report
27 min listen
Powering The Next Paradigm In Insurance: James Harrison, Head of Insurance UKI at Dun & Bradstreet interviews insurance industry heavyweights on some of the most pressing issues facing the sector. by The Power of Data
38 min listen
Surveillance: Risk That Fed Could Go Faster, Kiesel Says: Surveillance: Risk That Fed Could Go Faster, Kiesel Says by Bloomberg Surveillance
51 min listen
Shifting Investor Sentiment 3/30/23: Scott Wapner and the Investment Committee discuss the changing sentiment for stocks as big tech continues to run, banking fears ease, and hopes for a Fed pause keep growing. Plus, our Call of the Day is a big upgrade for Walmart. And later, a Chart of the Day on GE, it's one of Stephanie Link’s Stock Summit picks, she reacts to the pop in shares. Investment Committee Disclosures by Halftime Report
45 min listen
State of the Tech Trade 3/26/24: Scott Wapner and the Investment Committee debate the road ahead for tech as the sector hits a new record high. The experts detail their latest portfolio moves. The calls of the day include Netflix and a bullish note on the big banks. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word. Investment Committee Disclosures by Halftime Report
44 min listen
Surveillance: Too Much Data, Too Little Analysis, Shilling Says by Bloomberg Surveillance
35 min listen
Health Insurance: Prices rises, consumer choice & the two-tier system: Andrea Gilligan was joined in studio by a panel of experts to look at the Health Insurance market in Ireland. Everything from prices rises, to consumer choice & the two-tier healthcare system. On the panel: Dermot Goode, TotalHealthCover.ie Dr.... by Between The Lines With Andrea Gilligan
50 min listen
Bulls vs. Bears 6/22/23: Scott Wapner and the Investment Committee debate who is really in charge of this market right now and what it means for you money. The Call of the Day is a downgrade of Tesla by Morgan Stanley. The panel details their latest portfolio moves. And, our Chart of the Day is Boeing, as shares slip after a key parts supplier pauses production. Investment Committee Disclosures by Halftime Report
45 min listen
The Break in Inflation 5/10/23: Scott Wapner and the Investment Committee discuss the better-than-feared CPI report, and what it means for stocks and your money. Wharton’s Professor Jeremy Siegel joins the panel to react. The Chart of the Day is on Twilio, sinking on a weaker-than-expected revenue forecast. Plus, our experts get you setup on Disney ahead of earnings after the bell. Investment Committee Disclosures by Halftime Report
46 min listen
Stocks Rebound, is the Worst Behind us? 3/14/23: Scott Wapner and the Investment Committee debate the big rebound in stocks and what’s next for the market. Plus, Ed Yardeni joins us with his reaction to the latest CPI data and what it means to the Fed and the market. And later, Mark Zuckerberg announcing more layoffs at Meta, the Investment Committee weigh in on what it means for the stock and the tech sector. Investment Committee Disclosures by Halftime Report
45 min listen
Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings by The Drill Down
33 min listen
BAE Systems and Microsoft team up, Superdry shares plunge and solar energy: The UK's biggest defence contractor, BAE Systems, has signed an agreement with Microsoft with the aim of supporting its work on digital defence. Ian King is joined by the Chief Information and Technology Officer at BAE Systems, Julian Cracknell to... by The Ian King Business Podcast
45 min listen
The Critical Level for Stocks 8/30/22: Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listening to the show and calls to discuss what the Fed will do next on inflations and rates. Also, the committee making major moves in this market. And later, CrowdStrike set to report earnings after the bell – Josh Brown tells you the one metric you should watch. by Halftime Report
44 min listen
05-01-19: P&G Executive Sees A Coming Big Shift In "Cloud Services War" Among Combatants Amazon, Google, and Microsoft: Cloud computing has been the hottest growth business for some of the world’s largest technology companies, but a top corporate buyer of cloud services says a slowdown is coming. Today's Stocks & Topics: The Fed Meeting, Credit Card Losses,... by InvestTalk
47 min listen
09-25-18: Opinion: America Is Winning the Trade War: One expert says that the monetary impact of tariffs tips the trade dispute in favor of the United States. Today's Stocks & Topics: Commodities vs. Commodities Stocks, Signs Of A Top-Heavy Stock Market, Fasten Your Seat Belt: October Is Almost... by InvestTalk
46 min listen

Discover this podcast and so much more

Rally On 3/29/23

Rally On 3/29/23

Description

Titles in the series (100)

More Episodes from Halftime Report

Related podcast episodes