Halftime Report

Chasing the Rally 11/18/22

18 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks can rally into year end and beyond. One firm seeing the biggest inflows to stocks in ...

The Bullard Beat Down 11/17/22

17 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the latest hawkish remarks from Fed Member Jim Bullard and what it means for the market. Plus, we’...

What’s Riding on NVIDIA’s Earnings 11/16/22

16 Nov 2022

Contributed by Lukas

One of the most critical earnings reports happening after the bell, NVIDIA is down more than 50% from its highs but up 40% over the past month. Scott...

Cooling Inflation, Rising Stocks 11/15/22

15 Nov 2022

Contributed by Lukas

Stocks rise after another inflation read comes in cooler than expected, Scott Wapner and the Investment Committee debate what it all means for the sta...

Is There Enough Momentum For the Rally? 11/14/22

14 Nov 2022

Contributed by Lukas

The S&P coming off its best week since June. Scott Wapner and the Investment Committee debate whether last week’s historic rally has enough momentum...

The Future of the Rally 11/11/22

11 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate how much stocks can rally after posting an incredible day yesterday. Can it keep going to the end of...

Is the End of Year Rally Back on? 11/10/22

10 Nov 2022

Contributed by Lukas

Inflation cools, markets soar, yields fall. Scott Wapner and the Investment Committee discuss the big jump in stocks after CPI comes in cooler than e...

Positioning Ahead of Another Inflation Print 11/9/22

09 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate what investors do if we get another hot CPI print. BMO’s Brian Belski joins us on the desk to weigh...

Mixed Signals in the Market 11/8/22

08 Nov 2022

Contributed by Lukas

Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. ...

Gameplan for the Big Week Ahead 11/7/22

07 Nov 2022

Contributed by Lukas

Midterms, CPI, Fed Speakers and Key Earnings. Scott Wapner and the Investment Committee debate all of the big events this week and what it means for y...

The Road Ahead for Your Money 11/4/22

04 Nov 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some finte...

No pivot, No Pause: What Investors Do Now 11/3/22

03 Nov 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish tal...

Positioning Ahead of the Fed 11/2/22

02 Nov 2022

Contributed by Lukas

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 F...

Keep Riding this Rally? 11/1/22

01 Nov 2022

Contributed by Lukas

A new trading month gets underway. Dom Chu and the Investment Committee debate if investors should keep riding the rally after October’s big gains. ...

Positioning into Rates Hikes & Biggest Earnings Week 10/31/22

31 Oct 2022

Contributed by Lukas

The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahea...

Time to Rotate Out of Tech? 10/28/22

28 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss if Apple is “The Last FANG Standing.” And whether it’s time to rotate out of tech to value. Pl...

Can Apple and Amazon Save Big Tech? 10/27/22

27 Oct 2022

Contributed by Lukas

Meta is the most recent mega cap stock to participate in the big tech meltdown, Scott Wapner and the Investment Committee debate whether Apple and Ama...

Can Stocks Rally without Tech? 10/26/22

26 Oct 2022

Contributed by Lukas

Alphabet and Microsoft disappoint, but markets move higher. Frank Holland and the Investment Committee debate what their results mean for Meta after t...

The Moment of Truth for Tech Stocks 10/25/22

25 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the latest call from star analyst Dan Ives, calling today’s earnings the moment of truth for tech s...

The Market’s Moment of Truth 10/24/22

24 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital s...

Earnings, Rates & Stocks 10/21/22

21 Oct 2022

Contributed by Lukas

A big rally on the street. Scott Wapner and the Investment Committee debate the next move for stocks after yields hit new highs. Plus, bracing for meg...

Can Good Earnings Overcome Rising Rates? 10/20/22

20 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus ...

Can Good Earnings Keep Stocks Climbing? 10/19/22

19 Oct 2022

Contributed by Lukas

Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good repo...

The Rally: Believe it or Fade It? 10/18/22

18 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the two-day rally for stocks. Should you believe in it or fade it? Plus, Starboard picks up a ‘si...

Can the Rally Last? 10/17/22

17 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the current rally and whether its sustainable. Plus, Small Caps vs Large Caps, the committee debate...

Is the Rally Sustainable? 10/14/22

14 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether earnings in the days ahead will deliver another blow to the bulls. Plus, BMO’s Brian Belsk...

What the Hot CPI Number Means for Stocks 10/13/22

13 Oct 2022

Contributed by Lukas

Another worse than expected CPI number sends stocks tumbling, but then they reversed course into the afternoon. Scott Wapner and the Investment Commi...

Can Stocks Rally with Inflation Roaring? 10/12/22

12 Oct 2022

Contributed by Lukas

Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big opti...

Stocks Rebound from Lows 10/11/22

11 Oct 2022

Contributed by Lukas

A huge rebound for stocks after the S&P hits a new 52-week low. Scott Wapner and the Investment Committee debate if stocks are close to bottoming. Plu...

Is the Rally Done? 10/10/22

10 Oct 2022

Contributed by Lukas

Nasdaq hits a 2-year low. Scott Wapner and the Investment Committee debate whether the rally is done. Plus, JPMorgan’s Jamie Dimon weighs in on rece...

Inflation vs. Recession: What’s the Bigger Risk? 10/7/22

07 Oct 2022

Contributed by Lukas

Another sell-off on Wall Street today after a strong jobs report revives fears about inflation and the Fed’s rate hike Plan. Frank Holland and the ...

The State of This Week’s Rally 10/6/22

06 Oct 2022

Contributed by Lukas

Stocks are up and down and back again this week, Scott Wapner and the Investment Committee debate the rally ahead of a big earnings season set to kick...

Your Next Money Move 10/5/22

05 Oct 2022

Contributed by Lukas

Stocks down today after two days of big gains, Frank Holland and the Investment Committee debate where stocks go from here. Plus, Mr. Wonderful, Kevi...

Should You Buy the Rally? 10/4/22

04 Oct 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate the best start to a quarter since 2009. Should you trust the rally and buy some names, or is this a...

Trust Today’s Rally? 10/3/22

03 Oct 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate what this rally means and where stocks might go from here as we begin the final quarter of the year. ...

Q4: Retreat? or Rally? 9/30/22

30 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether there’s any relief in sight for stocks after another disappointing quarter closes today. P...

Big Problem for Mega-Cap Tech? 9/29/22

29 Sep 2022

Contributed by Lukas

Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is maki...

Stocks Finding a Bottom? 9/28/22

28 Sep 2022

Contributed by Lukas

Stocks rally as the UK government intervenes. Scott Wapner and the investment committee live at Delivering Alpha to debate if stocks are anywhere clos...

Has the Fed Gone Too Far? 9/27/22

27 Sep 2022

Contributed by Lukas

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...

More Pain for Stocks? 9/26/22

26 Sep 2022

Contributed by Lukas

Stocks retesting their June lows in the last trading week of a volatile month. Dom Chu and the Investment Committee debate how much lower the market g...

How Far Will Stocks Fall? 9/23/22

23 Sep 2022

Contributed by Lukas

The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner and the Investment Committee debate the most crucial ...

Rally or Retreat for Stocks? 9/22/22

22 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the playbook for stocks on the back of the Fed’s latest rate hike and forecasts. Plus, Josh Brown r...

Positioning Ahead of the Fed Rate Hike 9/21/22

21 Sep 2022

Contributed by Lukas

The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk...

Can Stocks Climb as Rates Rise? 9/20/22

20 Sep 2022

Contributed by Lukas

As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can...

Positioning This Weeks’ Rate Hike 9/19/22

19 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate this critical week ahead with a Fed rate hike looming and stocks sitting at key levels. Plus, the Com...

FedEx Fallout 9/16/22

16 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss what FedEx’s big warning is signaling about the economy and what it may mean for the Fed’s rate ...

Big Decline Ahead for Stocks? 9/15/22

15 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on w...

Buy the Drop vs. Retest Lows 9/14/22

14 Sep 2022

Contributed by Lukas

The day after the massive market meltdown. Frank Holland and the Investment Committee debate whether stocks are going to retest the June lows. Plus, a...

Buy Today’s Big Drop? 9/13/22

13 Sep 2022

Contributed by Lukas

The latest key inflation read coming in hotter than expected. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike...

Can this Rally Last? 9/12/22

12 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the big week ahead for stocks as tomorrow’s critical inflation read on the CPI could threaten the c...

Are Lower Lows Ahead? 9/9/10

09 Sep 2022

Contributed by Lukas

While stocks push higher today, Dom Chu and the Investment Committee debate a big warning from a major investor about why stocks could fall to their J...

Fed & Market Mindset 9/8/22

08 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss if the markets are now on the same page as the Fed and how investors position from here. Plus, Josh ...

Tech Wreck: How to Play it Now 9/7/22

07 Sep 2022

Contributed by Lukas

The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, A...

Soft Landing vs. Recession 9/6/22

06 Sep 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss where stocks go from here after 3 weeks of losses. Plus, Apple gets ready for its big iPhone event, ...

Goldilocks Jobs: What it Means for Stocks 9/2/22

02 Sep 2022

Contributed by Lukas

Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for s...

Will September be Treacherous for Stocks? 9/1/22

01 Sep 2022

Contributed by Lukas

Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treache...

What September Hold for Stocks 8/31/22

31 Aug 2022

Contributed by Lukas

Stocks on pace to end the month with losses. Scott Wapner and the Investment Committee debate what September will hold for stocks following a choppy A...

The Critical Level for Stocks 8/30/22

30 Aug 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listenin...

The Post Powell Playbook 8/29/22

29 Aug 2022

Contributed by Lukas

Jerome Powell’s speech still reverberating through the market, sending stocks lower. Scott Wapner and the Investment Committee debate the fate of t...

The Post-Powell Playbook 8/26/22

26 Aug 2022

Contributed by Lukas

Now that Powell has made his remarks, and stocks take a tumble, Scott Wapner and the Investment Committee debate where stocks go from here once the du...

Fed Summit: What’s at Stake for Stocks 8/25/22

25 Aug 2022

Contributed by Lukas

The Fed kicks off the big summit in Jackson Hole. Scott Wapner and the Investment Committee debate 50 vs. 75 when it comes to the next rate hike and w...

Positioning Ahead of the Fed 8/24/22

24 Aug 2022

Contributed by Lukas

Jackson Hole looming large and key tech earnings dropping soon. Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate how...

The Uncertain Road for Stocks 8/23/22

23 Aug 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the uncertain road for the market and whether the summer sizzle for stocks is ending. Plus, legenda...

Rally Reality Check: Big Bounce Over? 8/22/22

22 Aug 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if the Summer’s big bounce is over. Plus, NVIDIA reports earnings this Wednesday, the Committee wei...

Rising Rate Fears & Tech 8/19/22

19 Aug 2022

Contributed by Lukas

Nasdaq and Tech leading stocks lower. Frank Holland and the Investment Committee discuss if the mega-cap trade can keep the recent rally going. Plus, ...

The Great Rate Debate: Are Markets Right? 8/18/22

18 Aug 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate the mixed messages from the Fed and what it could mean for the market from here. Are the risks more...

Trust the Recent Rally? 8/17/22

17 Aug 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate whether the recent rally can keep going as the market takes a breather today. Plus, fund flows show...

Retail, Inflation and the State of the Consumer 8/16/22

16 Aug 2022

Contributed by Lukas

Dominic Chu and the Investment Committee debate the latest earnings out of Walmart and Home Depot, and what that signals with regard to consumers and ...

Can the Recent Rally Keep Going? 8/15/22

15 Aug 2022

Contributed by Lukas

Stocks recover more than 50% of their losses from the January to June plunge. Melissa Lee and the Investment Committee debate if the rally can keep go...

Four Weeks of Gains: Believe in the Rally? 8/12/22

12 Aug 2022

Contributed by Lukas

Frank Holland and the Investment Committee discuss the markets longest winning streak in 9 months, should you believe in this rally? Plus, Apple clos...

The Big Market Comeback: Real or Head Fake? 8/11/22

11 Aug 2022

Contributed by Lukas

Stocks pushing higher again with the NASDAQ up more than 20% from its June low. Frank Holland and the Investment Committee debate whether this rally ...

Inflation Cools: Green Light for Stocks? 8/10/22

10 Aug 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate whether the lighter than expected CPI number is a green light for a big rally. Wharton School Profe...

Semis Slide: More Pain Ahead? 8/9/22

09 Aug 2022

Contributed by Lukas

Micron the second semi stock to warn about revenue. Frank Holland and the Investment Committee debate what’s next for this group, in light of a new ...

New Bull Market or a Bear Market Rally? 8/8/22

08 Aug 2022

Contributed by Lukas

Frank Holland and the Investment Committee debate whether this market rally is a sign of a new bull market or just a bear market rally. Plus, we disc...

The Red Hot Jobs Report 8/5/22

05 Aug 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the red hot jobs report and what it means to the market and your money. Plus, Tom Lee of Fundstrat ...

Mega Cap’s Mega Comeback 8/4/22

04 Aug 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the huge comeback from Mega Cap stocks and whether it can keep going. Plus, BTIG’s Jonathan Krins...

Can the Rally Continue? 8/3/22

03 Aug 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate if stocks can keep surging if the Fed keeps hiking rates. Plus, the Committee's latest portfolio move...

Should You Add to Stocks? 8/2/22

02 Aug 2022

Contributed by Lukas

Earnings are holding up and there are signs that inflation is cooling so, should you be adding to your portfolio? The Investment Committee debates t...

Bear Bounce or Something More? 8/1/22

01 Aug 2022

Contributed by Lukas

Stocks post their best returns of the year but is this a bear market bounce or something you bank on? The Investment Committee debates your next mone...

Has the Market Bottomed? 7/29/22

29 Jul 2022

Contributed by Lukas

Stocks are on pace for their best month since 2020. Frank Holland and the Investment Committee debate whether the market has bottomed. Plus, Tom Lee...

The Rally and the Aftermath 7/28/22

28 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate what the Fed’s decision on rates means for your money in the months ahead. Plus, Quadratic Capital...

Positioning Ahead of the Fed 7/27/22

27 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the biggest day of the week for your money with the Fed decision looming and Meta’s mega earnings ...

Big Tech Earnings on Deck 7/26/22

26 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee countdown to big tech earnings today. Microsoft and Alphabet reporting and your money hangs in the balance....

The Most Crucial Week of Summer 7/25/22

25 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the most important week of the summer. From Mega Cap Tech Earnings to the Critical Fed Meeting, the...

A Critical Week Ahead for Stocks 7/22/22

22 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss their playbook ahead of the most critical week for stocks as mega cap earnings and another Fed meeti...

Is Tech a Buy Ahead of Earnings? 7/21/22

21 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance...

New Momentum for Bulls? 7/20/22

20 Jul 2022

Contributed by Lukas

The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for t...

Bad Sentiment = Good for Stocks? 7/19/22

19 Jul 2022

Contributed by Lukas

Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bull...

Rally for Real? 7/18/22

18 Jul 2022

Contributed by Lukas

Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks h...

Are Stocks Finding Traction? 7/15/22

15 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee discuss today’s bounce in stocks after retail sales beat expectations. Is this move sustainable? Plus, i...

A Market Downgrade from Major Bank 7/14/22

14 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate the Bank of America Bombshell that sent stocks lower today. The bank’s star strategist cut her tar...

Scorching Inflation and Stocks: How to Play it 7/13/22

13 Jul 2022

Contributed by Lukas

Inflation surging higher again and surprising the markets. Scott Wapner and the Investment Committee discuss if this is the last hot report we’ll se...

The Teetering State of the Market 7/12/22

12 Jul 2022

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley join...

A Huge Week for Your Money 7/11/22

11 Jul 2022

Contributed by Lukas

Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the marke...

Buy the Bounce? 7/8/22

08 Jul 2022

Contributed by Lukas

Stocks aiming for a winning week, with a number of mega-cap names up between 5% and 9% this week. Should you buy the bounce? Plus, Fundstrat’s Tom L...

Momentum for Stocks? 7/7/22

07 Jul 2022

Contributed by Lukas

Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are comin...

Positioning Ahead of the Fed 7/6/22

06 Jul 2022

Contributed by Lukas

David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? P...

Recession Fears Rise: Portfolio Protection 7/5/22

05 Jul 2022

Contributed by Lukas

Stocks plunging as recession fears rise. Frank Holland and the Investment Committee debate what’s priced in this market and how can you protect your...

Stocks in the Second Half 7/1/22

01 Jul 2022

Contributed by Lukas

Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second...

Position for the Second Half 6/30/22

30 Jun 2022

Contributed by Lukas

Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio f...