The Moment of Truth 5/24/23

FromHalftime Report

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The Moment of Truth 5/24/23

FromHalftime Report

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Length:

44 minutes

Released:

May 24, 2023

Format:

Podcast episode

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Scott Wapner and the Investment Committee discuss tech and the AI trade ahead of Nvidia’s earnings after the bell. The panel also details their latest portfolio moves. The Call of the Day is on Eli Lilly, with two bullish notes out on the stock. And our experts grade your recent trades.Investment Committee Disclosures

Released:

May 24, 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
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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
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Market Milestone: Nasdaq 15K: Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names. by Halftime Report
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The New Best Performing Sector: Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity by Halftime Report
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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
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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
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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
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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
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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
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The State of Stocks and your Next Move: As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names. by Halftime Report
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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
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Buy or Beware?: Scott Wapner and the Investment Committee debate the state of stocks and if investors should be buying right now. Plus, Jim vs Jim, the epic debate that Farmer Jim is having with legendary investor Jim Chanos over Wynn Resorts. Who is right and how should you play it? And later, Pete Najarian reveals his latest trades in unusual activity. by Halftime Report
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Rates, The Rotation, and Your Money: As we count down to Q4, Scott Wapner and the Investment Committee debate the biggest factors that will affect your money. What will the Fed do with Rates? How will the rotation affect tech and value stocks? Plus, epicenter stocks are surging, are they a good buy? And later, the Committee share their latest Q4 buys. And, Joe Terranova is selling one red-hot tech names that’s up 80% in the past year, despite bullish calls on the street. by Halftime Report
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U.S. Stocks Downgraded: Time to get Cautious?: Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity. by Halftime Report
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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
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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
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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
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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
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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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Fleeing the Financials: New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks. by Halftime Report
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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
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Tale of Two Mega-Cap Techs: Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity. by Halftime Report
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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
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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
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Apple’s Big Event: What’s Riding on it: Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile. by Halftime Report
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How Far Can the Record Rally Go?: The Dow, S&P and Nasdaq hitting new record highs. Scott Wapner and the Investment Committee debate how far the record-breaking rally can go. Widely followed strategist, Tom Lee of Fundstrat, has a year-end S&P target of 4,800. He tells us where he sees the S&P 500 in 2022. Plus, four stocks moving double-digits – Peloton, Expedia, Shake Shack and Live Nation. How to play them from here. Also, the investment committee making a lot of moves – they reveal their latest buys and sells. And later Pete Najarian reveals his latest trades in Unusual Activity by Halftime Report
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The Rally 6/30/23: Scott Wapner and the Investment Committee discuss what’s ahead as stocks rise to close out a strong first half. The Call of the Day is on Apple, as Citi initiates a buy rating on the stock with a street-high price target of $240. Nike is our Chart of the Day, as shares trade lower after earnings. We check in on the Halftime Stock Summit halfway through the year. And our experts grade your latest trades. Investment Committee Disclosures by Halftime Report
46 min listen
: All Eyes on Nvidia’s Quarter, Foot Locker Goes Foul, and What’s Driving Netflix Higher? 8/23/23: Shares of Nvidia on the move after the semi giant’s latest quarterly results. What the company said about AI and how it’s affecting the stock. Plus Foot Locker turns in its second worst day ever and Netflix gets a bump on a bullish analyst call. Fast Money Disclaimer by CNBC's "Fast Money"
44 min listen
Rally’s Moment of Truth 7/25/23: Courtney Reagan and the Investment Committee discuss the market rally as investors await big tech earnings. Charts of the Day include RTX Corp., Boeing, General Electric and Alaska Air. The Call of the Day is on Nike, as UBS thinks shares could double. Stephanie Link details her latest portfolio moves. And our experts grade your latest trades. Investment Committee Disclosures by Halftime Report
45 min listen
The Great Debate in the Markets: Retest or Restart 2/22/23: Scott Wapner and the Investment Committee debate whether the market will retest the October lows or restart the rally. Plus, Intel cutting its dividend, Jenny owns it and weighs in on what to do with the name. And later, we grade your latest trades. Investment Committee Disclosures by Halftime Report
45 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
Moment of Truth for Tech 4/28/22: Apple reports earnings after the bell. Scott Wapner and the Investment Committee debate how to position your trades headed into the results and discuss how much is riding on the results for the stock market. Plus, Teladoc shares plunging after earnings, losing half their value. But, one committee member is buying the stock! Plus, the trade ahead of Intel earnings. And later, Jon Najarian reveals his latest trades in Unusual Activity. by Halftime Report
45 min listen
Off to new highs by Moving Markets: Daily News
10 min listen
High Stakes Week 8/21/23: Dominic Chu and the Investment Committee discuss the best moves for your money as the 10-year treasury yield hits its highest level since 2007. The Chart of the Day is Palo Alto Networks, shares popping. We also hit the trades on NVIDIA ahead of earnings on Wednesday. Our experts grade your trades. And we set you up for some of the big retailers reporting earnings this week. by Halftime Report
45 min listen
Semi Smackdown 10/17/23: Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. Investment Committee Disclosures by Halftime Report
46 min listen
Momentum’s Big Bounceback 3/12/24: Scott Wapner and the Investment Committee discuss Momentum’s big bounce as Nvidia and several other key names catch a nice rebound. Plus, the Committee making some major portfolio moves, they detail them all. And later, Oracle is our Chart of the Day, the stock surging today, the desk debate how to trade the name now. Investment Committee Disclosures by Halftime Report
43 min listen
Your Next Money Move 8/10/23: Dominic Chu and the Investment Committee react to the market gains after soft inflation data. Our experts detail their latest portfolio moves. Plus we talk Disney the day after earnings. And later, The Calls of the Day are bullish notes on Nvidia and Palo Alto Networks. by Halftime Report
45 min listen
Trim on the Rebound?: Scott Wapner and the Investment Committee discuss if investors should use today’s big rebound to trim some overexposed and beaten down names.. Plus, what to do with the mega-cap tech trade from here. Plus, we’ve got some Calls of the Day on two big chip names, the Committee take their positions. And later, the trade ahead of Netflix’s earnings after the bell and Jon Najarian latest trades in Unusual Activity by Halftime Report
48 min listen
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
The Friday Bounce 5/5/23: Scott Wapner and the Investment Committee discuss a tough week for stocks and the road ahead after another rate hike, today’s jobs report, apple earnings and the regional bank turmoil. The Call of the Day is Credit Suisse’s upgrade of software to overweight. Our experts also making some moves in their portfolios. Investment Committee Disclosures by Halftime Report
48 min listen

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The Moment of Truth 5/24/23

The Moment of Truth 5/24/23

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