Streaking Stocks 3/25/24

FromHalftime Report

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Streaking Stocks 3/25/24

FromHalftime Report

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Length:

44 minutes

Released:

Mar 25, 2024

Format:

Podcast episode

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Scott Wapner and the Investment Committee debate the S&P 500 as it paces for it’s fifth straight month of gains. Plus, Boeing’s CEO announced he will step down, the desk discuss what to do with the beaten down stock from here. And later, we cover the latest calls of the day. Investment Committee Disclosures

Released:

Mar 25, 2024

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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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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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
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
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 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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Are the Market Fears Overblown?: One top strategist says markets are on a knife’s edge. Scott Wapner and the Investment Committee debate if he’s right and whether fears of stagflation and market turmoil are overblown. Plus, the Committee share their new moves and debate what you should do with your money. And later, semis are up about 15% this month as supply shortages hit multiple sectors of the market, how should you trade it. 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

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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
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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
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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
44 min listen
Stocks into Year-End: Retreat or Rally? 12/16/22: Scott Wapner and the Investment Committee discuss this rough week for stocks and what the final ten trading days of the year might bring for your money. Plus BMO’s Brian Belski joins us to explain why he thinks the weakness and volatility he anticipated for early 2023 is happening now. Also, top health picks for 2023. And later, we grade your latest trades! by Halftime Report
44 min listen
The Rocky Road for the Market: Scott Wapner and the Investment Committee debate what’s ahead for the market after a volatile couple weeks. The Committee share their latest moves and describe what to watch out for next week. Plus, Steve Liesman joins us to discuss the Fed, Powell, and how many rate hikes he sees this year. And later, BMO’s Brian Belski doubles down his year-end market call of 5300 on the S&P. by Halftime Report
45 min listen
The Rally 6/7/23: Scott Wapner and the Investment Committee discuss the next move for stocks as the S&P 500 hovers near its highest level since August 2022. BMO Chief Investment Strategist Brian Belski joins us as he raises his S&P target to one of the highest on the street. The Calls of the Day include two bullish notes on Netflix, plus Fundstrat’s latest view on biotech. The panel also debates the best places to be in the banks. by Halftime Report
47 min listen
Too Much Exuberance in Stocks? 1/23/24: Scott Wapner and the Investment Committee debate whether there’s too much exuberance in stocks and how the market should be trading. Plus, our chart of the day is on United Airlines, the stock jumping today after the CEO said the company will reconsider buying Boeing planes in the future. And later, we give you the setup on key earnings this week. Investment Committee Disclosures by Halftime Report
45 min listen
Has the Fed Gone Too Far? 9/27/22: Scott Wapner and the Investment Committee debate if the Fed has gone too far, too fast and whether it will it cause stocks to crash and the economy to tank. Plus, Brian Belski of BMO Capital joins us to reiterate his belief that the S&P will end higher on the year. And later, the Committee is making some moves in the energy space, they reveal their trades. by Halftime Report
45 min listen
Stocks Sell Off 9/26/23: Scott Wapner and the investment committee discuss the best places for your money as the S&P 500 falls to its lowest level since June. The call of the day is on Nike. And the panel debates the energy trade with two bullish calls out on the sector. Investment Committee Disclosures by Halftime Report
44 min listen
High Rates, High Anxiety 10/4/23: Scott Wapner and the investment committee debate how to navigate this choppy market as treasury yields near 16-year highs. Our experts detail their latest portfolio moves. The call of the day is a downgrade of Apple by KeyBanc. The panel takes a look at the banks trade ahead of earnings next week. And CNBC’s Phil LeBeau interviews General Motors CFO Paul Jacobson. 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
The State of the Rally after the CPI Selloff 2/14/24 by Halftime Report
44 min listen
The Unsettled Market 5/4/23: Scott Wapner and the Investment Committee discuss another rate hike by the Fed and more regional bank turmoil. Plus- our experts get you setup for Apple’s earnings after the bell. The Chart of the Day is on Paramount Global, as shares plunge after missing street expectations. We also bring you Josh Brown's latest buy. Investment Committee Disclosures by Halftime Report
45 min listen
All Eyes on NVIDIA 8/23/23: Scott Wapner and the Investment Committee discuss what's really at stake for your money as the street awaits NVIDIA's earnings after the bell. The Chart of the Day is on Foot Locker, as it paces for its worst day ever. JPMorgan's Dubravko Lakos joins us with his take on the market. Plus, Brandon Copeland retiring from the NFL after 10 seasons, he tells us about his new non-profit. by Halftime Report
45 min listen
Year-End Rally Possible? 12/1/22: Scott Wapner and the Investment Committee debate if a year-end rally is still possible on the back of Chair Powell’s comments. Plus, the investment committee share their latest buys and sells in this market. Also, Dollar General down after earnings, with a Committee member buying more, they call in to explain. And, ChargePoint out with earnings after the bell. Josh Brown tells us what he’s watching in the results. by Halftime Report
45 min listen
Positioning Ahead of the Fed 11/2/22: The Fed getting ready to raises rates again. Scott Wapner and the Investment Committee debate how to position your portfolio from here and whether a Fed ‘pivot’ is likely, or not. Plus, the Committee making a lot of moves in their portfolios – they break down their latest buys and sells. And, Boeing flying high on the back of comments from its analyst meeting. Is the worst over for the stock? by Halftime Report
45 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
Cooling Inflation, Rising Stocks 11/15/22: Stocks rise after another inflation read comes in cooler than expected, Scott Wapner and the Investment Committee debate what it all means for the state of the rally, is 4,100 the next stop for the S&P? Plus, have semis bottomed? The group crossed above its 200-day, the Committee break down the best names in the sector. And later, a Call of the Day on Netflix, with a double upgrade on the name, and ownership on the desk, the Committee debate what to do with the stock. by Halftime Report
42 min listen

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Streaking Stocks 3/25/24

Streaking Stocks 3/25/24

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