Halftime Report

Buy Tech’s Bounce? 2/18/25

18 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate tech’s re-emergence as the NASDAQ 100 looks to build on its best week of 2025.  Plus, the desk deb...

The Resilient Rally 02/14/25

14 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the resilient rally as the S&P trades near a new closing high. Plus, the desk debates the latest Call...

Can the Market’s Momentum Continue 02/13/25

13 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss tariffs, inflation and Meta on a hot streak. Plus, the Committee debate the latest Calls of the Day....

Stocks and Sticky Inflation 02/12/25

12 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the hotter-than-expected CPI report and what it means for the record-setting rally. Plus the desk sha...

The State of the Bull Market 02/11/25

11 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the bull market following Fed Chair Powell’s Testimony before the Senate Banking Commi...

Fmr. CFPB Director Rohit Chopra, Metal-Tariff Mania, Power of Super Bowl Ads 2/10/25

10 Feb 2025

Contributed by Lukas

Elon Musk’s DOGE took down the CFPB this weekend with little to no notice. The agency’s now-former director joins us in a First on CNBC interview....

Debating the Tech Trade 2/10/25

10 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the tech trade as the sector remains the only negative one so far this year. Plus, multiple Committee...

Meta: The Magnificent “One” 2/7/25

07 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss Meta as the stock marches higher, distancing itself from the other Mag7 names. Plus, the desk debate...

Momentum Stocks Moving Higher 2/6/25

06 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate several wide-held names hitting new all-time highs today. Plus, the desk detail their latest portfoli...

How to Trade Tech 2/5/25

05 Feb 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the big tech trade as Alphabet, Amazon and Apple all under pressure today. Plus, Joe Terranova detai...

Trade War Tit-For-Tat 2/4/25

04 Feb 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the Trade War and what it means for the market and your money. Plus, Planatir hitting new all-time h...

A Tariff Turnaround 2/3/25

03 Feb 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the tariff turnaround as stocks come off their lows after the White House pauses tariffs on Mexico f...

Nvidia’s No Good, Very Bad Week 1/31/25

31 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate Nvidia, Apple and Tariffs with special guest Jim Cramer. Plus, Deckers sinks on weak Q4 outlook,  it...

Mega Cap Moment of Truth 1/30/25

30 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the aftermath of Meta and Microsoft earnings and the look ahead for the market. Plus, the desk making...

The Moment of Truth for Mega Cap Tech 1/29/25

29 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deeps...

AI and Big Tech 1/28/25

28 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the AI fallout as Nvidia tries to bounce back after its worst selloff in years. Plus, former Disney C...

The Deepseek Selloff 1/27/25

27 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the AI stock plunge as fears of an emerging Chinese competitor take over the market. Plus, Josh Brown...

The Road Ahead for the Record-Setting Rally 1/24/25

24 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the road ahead for stocks with some making the case that this rally still has a long way to go.  Plu...

Battle Over the Broadening 1/23/25

23 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the best way to play this bull market. The panel reacts to President Trump’s address to world econo...

The AI Stock Surge 1/22/25

22 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the AI stock surge and what it means for your money. Plus, Steve Weiss making some major portfolio mo...

Stocks and the Trump Trade 1/21/25

21 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the Trump 2.0 Trade and where your money will work best. Plus, the desk discusses some of their stock...

Back on Track 1/17/25

17 Jan 2025

Contributed by Lukas

Frank Holland and the Investment Committee discuss the Dow and S&P as they head for their best weeks since November with rates falling and big tech po...

Stocks Surge on Rate Relief 1/15/25

15 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss today’s stock surge as the latest inflation report brings some much-needed rate relief. The expert...

Can Stocks and Rates Rise Together? 1/14/25

14 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the battle between rates and stocks and what it means for where the markets might go from here. Plus,...

Rising Rates and Falling Stocks 1/13/25

13 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss rising rates and whether the bullish backdrop has now changed. The experts detail their latest portf...

Can Stocks Withstand the Rate Surge? 1/10/25

10 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the blowout jobs report pushing yields higher and stocks lower.  The desk debates the fallout for th...

The Great Rate Shock 1/8/25

08 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss if rising rates will ruin the rally. The experts detail their latest portfolio moves. The Calls of t...

Nvidia: Breakout or Breakdown 1/7/25

07 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the Nvidia reversal as the stock trades at record highs. Plus, the desk discusses the latest Calls of...

The Nvidia Comeback 1/6/25

06 Jan 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate Nvidia’s comeback as the stock surges to start the new year. Plus, the desk making some major moves...

The 2025 Portfolio Rebalance 1/3/25

03 Jan 2025

Contributed by Lukas

Courtney Reagan and the Investment Committee debate the big moves the desk is making as we start a new year of trading. Plus, the Committee discuss th...

Your 2025 Playbook 1/2/25

02 Jan 2025

Contributed by Lukas

Courtney Reagan and the Investment Committee discuss the first trading day of 2025 and what’s to come for stocks and your money. Plus, Josh Brown sa...

Final Trading Day of the Year 12/31/24

31 Dec 2024

Contributed by Lukas

Frank Holland and the Investment Committee discuss the final trading hours of the year. Plus, Communication Services and Tech leading the charge again...

CNBC Pro Talks: Grayscale's Zach Pandl on bitcoin's rally and the crypto market's setup for 2025 12/31/24

31 Dec 2024

Contributed by Lukas

CNBC's Tanaya Macheel speaks with Zach Pandl, Managing director of research for Grayscale, to break down the cryptocurrency market's explosive 2024. P...

The Stock Selloff 12/30/24

30 Dec 2024

Contributed by Lukas

Frank Holland and the Investment Committee debate the selloff in stocks as we get ready to close the books on December. Plus, we discuss some Committe...

The Fate of the Rally 12/27/24

27 Dec 2024

Contributed by Lukas

Frank Holland and the Investment Committee debate the fate of the rally as stocks come under pressure one of the last trading days of the year. Plus, ...

Can Stocks Pull Off a Year-End Rally 12/26/24

26 Dec 2024

Contributed by Lukas

Frank Holland and the Investment Committee debate whether stocks can pull off a year-end rally with only 4 trading days left in 2024. Plus, the Commit...

Trading the Final Stretch 12/23/24

23 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment committee debate the final stretch with just six trading days left in 2024. Plus, the Committee share their latest por...

The fate of the rally 12/20/24

20 Dec 2024

Contributed by Lukas

The investment committee debates the fate of the rally as stocks bounce midday. Plus, we debate the trade on Jenny Harrington's newest buy. And we're ...

Post-Fed Portfolio Moves 12/19/24

19 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the next moves for the market.  Senior Markets Commentator Michael Santoli joins with his Midday Wor...

Nvidia roars back 12/18/24

18 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate if Nvidia can regain its momentum. The experts detail their latest portfolio moves ahead of the Fed d...

Rally or retreat to end 2024? 12/17/24

17 Dec 2024

Contributed by Lukas

The investment committee debates what stocks could do in the last two weeks of the year.   Should you stick with what’s working or look for opport...

Stick with what’s working for 2025? 12/16/24

16 Dec 2024

Contributed by Lukas

With two weeks to go in 2024, the Investment Committee debates the momentum in the tech trade and whether it can keep rallying in the new year.  Plus...

Is a Year-End Run Likely? 12/13/24

13 Dec 2024

Contributed by Lukas

Scot Wapner and the Investment Committee debate the year’s final stretch and whether another run for stocks is likely. Plus, Broadcom surging today ...

The Trump Bump and Stocks 12/12/24

12 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the Trump Bump as the President-Elect rings the opening bell at the NYSE. Plus, Adobe tumbling lower ...

The Return of Big Tech 12/11/24

11 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss Nasdaq crossing 20,000 for the first time and what it means for the market from here. Plus, the desk...

Momentum Meltdown 12/10/24

10 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the momentum meltdown as the strategy suffers its worst day in months. Plus, the desk is making some ...

6,100 in Sight for the S&P 12/9/24

09 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the run for stocks as 6,100 is in sight for the S&P 500. Plus, Reddit hitting all time highs, it’s ...

Keep Buying the Rally? 12/6/24

06 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss rising stocks and whether you should keep buying the rally. Plus, Docusign surging after earnings, i...

The Record-Setting Rally 12/5/24

05 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the record-setting rally and how to play it from here. Anthony Scaramucci joins us to discuss the cry...

Tech Surges Back 12/4/24

04 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment committee debate the resurgence in the as the Nasdaq hits a new record high. Plus, Nike falling today after missing ea...

Positioning at Record Highs 12/3/24

03 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss stocks hovering at record highs as the desk make some major portfolio moves. Plus, the Committee deb...

Trading the Year’s Final Stretch 12/2/24

02 Dec 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate what the final stretch of the year will hold for stocks. Plus, Intel’s CEO Pat Gelsinger is steppin...

Positioning into Year-End 11/27/24

27 Nov 2024

Contributed by Lukas

Frank Holland and the Investment Committee discuss the fate of the record rally as we head into the final stretch of the year. Plus, the desk debates ...

Trading Trump and Tariffs 11/26/24

26 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rally amid potential tariffs coming with the new administration. Plus, Amgen on pace for its wor...

The Rally Continues 11/25/24

25 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate how far stocks can rally as the market hits new all-time highs. Plus, UBS reiterates their sell on Te...

CNBC Pro Talks: Dan Clifton on which stocks could be turbocharged in Trump's next term 11/25/24

25 Nov 2024

Contributed by Lukas

CNBC's Dominic Chu speaks with Dan Clifton, partner and head of policy research for Strategas Securities, to look beyond the postelection rally and fi...

Brad Gerstner Joins us Live in San Francisco 11/21/24

21 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvid...

Markets Brace for Nvidia 11/20/24

20 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee are live from the Schwab Impact Conference in San Francisco discussing the current market set-up and gearing...

Geopolitical and Regulatory Risks to the Market 11/19/24

19 Nov 2024

Contributed by Lukas

Courtney Reagan and the Investment Committee debate the rising geopolitical and regulatory risks facing the markets as the rebound in stocks creeps in...

The Fate of the Rally 11/18/24

18 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the fate of the rally as the post-election pop has begun to cool. Plus, Tesla surging since the elect...

Nvidia Earnings Looming 11/15/24

15 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of stocks as Nvidia earnings loom large next week. Plus, Kevin Simpson and Jenny Harrington...

Playing the Post-Election Pop 11/14/24

14 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the post-election rally and how to position your portfolio into year-end.  Plus, Josh Brown says som...

Keep Buying the Rally? 11/13/24

13 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the post-election rally and how to trade it now. Plus, the Investment Committee discuss what they’r...

Time to Take Some Profits? 11/12/24

12 Nov 2024

Contributed by Lukas

Courtney Reagan and the Investment Committee debate the state of stocks as the record rally takes a breather. The experts detail their latest portfoli...

Trading the Post-Election Surge 11/11/24

11 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the post-election surge and how long it might last. Plus, Jim Lebenthal buying more of one pharma sto...

Taking Stock of the Rally 11/8/24

08 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the amazing week for the markets as stocks close in on yet another milestone. Plus, the desk reveal ...

The Rally and the Rate Cut 11/7/24

07 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the rally in stocks with another rate cut likely today. Plus, Vistra surging after earnings, it’s o...

The Trump Trade 11/06/24

06 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the market surging today as Donald Trump is elected President once again. Plus, the Healthcare trade...

The Election Front and Center 11/5/24

05 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the election and what the results will mean for the market and your money. Plus, Oppenheimer raises ...

A Critical Week for Stocks 11/4/24

04 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the critical week for stocks with the election tomorrow and a Fed decision looming. Plus, Josh Brown ...

The State of Play for Stocks 11/1/24

01 Nov 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of play for stocks with mega cap earnings out of the way and the Election and the Fed loomi...

The Mega Cap Melt 10/31/24

31 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate big tech as Meta and Microsoft fall after earnings. Apple and Amazon on deck tonight. The desk explai...

Will Microsoft and Meta Deliver? 10/30/24

30 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee count down to Meta and Microsoft earnings after Alphabet beats and the stock surges. Plus, the desk debates ...

Big Tech Takes Center Stage 10/29/24

29 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee prepare for Alphabet Earnings as big tech takes center stage. Plus, the Committee making some portfolio move...

Big Tech’s Big Week 10/28/24

28 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the biggest week for tech with the Nasdaq riding a seven-week winning streak. Plus, one of the commit...

Bracing for Mega Cap Earnings 10/25/24

25 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee brace for big tech as mega caps are ready to report earnings next week.  Plus the Committee making some maj...

CNBC Pro Talks: How Carter Worth knows when it’s time to sell 10/22/24

25 Oct 2024

Contributed by Lukas

CNBC’s Dominic Chu speaks with Carter Braxton Worth, founder and CEO of Worth Charting LLC, to find out how he uses charting alongside his 35 years ...

The State of Stocks 10/24/24

24 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of play for stocks with the election and big tech earnings getting closer. The chart of th...

Popping Yields, Dropping Stocks 10/23/24

23 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate stocks heading lower today as yields rise. Plus, McDonald’s falling after an E. Coli outbreak is li...

Positioning Your Portfolio 10/22/24

22 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of play for stocks with election day only two weeks away and big earnings on the horizon. ...

The State of Play for Stocks 10/21/24

21 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of play for stocks as a big week for earnings gets underway.  Plus, the Committee break do...

Positioning for the Bull Market 10/18/24

18 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to best position your portfolio as the Dow comes off another record high. Plus, Kevin Simpson mak...

The Everything Rally 10/17/24

17 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the everything rally as stocks continue hitting record highs. Plus, the desk debate the latest Calls ...

The Fate of the Rally 10/16/24

16 Oct 2024

Contributed by Lukas

Brian Sullivan and the Investment Committee debate whether investors are being too bullish as stocks eye fresh record highs. Plus, the desk shares the...

The Playbook at Record Highs 10/15/24

15 Oct 2024

Contributed by Lukas

Scott Wapner is live from the Cais Alternative Investment Summit in Beverly Hills today with some exclusive interviews from several industry leaders. ...

Bull Market Enters Year 3 10/14/24

14 Oct 2024

Contributed by Lukas

Brian Sullivan and the Investment Committee discuss stock hitting record highs as the bull market enters its third year.  Plus, the desk making some ...

S&P 500 Hits Major Milestone 10/11/24

11 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rally as the S&P 500 tops 5,800 for the first time. The chart of the day is Tesla, as shares dro...

The Fate of the Rally 10/10/24

10 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the record run for stocks as the markets digest another inflation report. The experts detail their la...

The Bull Market’s Birthday 10/9/24

09 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee mark the second year of the bull market and debate where stocks go from here. Plus, we discuss the latest Ca...

The State of the Tech Trade 10/8/24

08 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the tech trade as Nvidia crosses back into a 3 trillion dollar market cap while other to...

The 4-Week Rally 10/7/24

07 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the market as stocks are up 4 weeks in a row. They debate where the markets go with yields & oil ris...

“Goldilocks” for Stocks? 10/4/24

04 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and debate whether stocks are in a “Goldilocks” range. Pl...

Trading the Resilient Market 10/3/24

03 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the resilient market as stocks hold up despite a mounting wall of worry. Plus, the desk debates the l...

Navigating the Volatile Market 10/2/24

02 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the volatile markets as stocks chop around on day 2 of Q4. Plus, the desk discusses the latest Calls ...

Q4 Outlook for Stocks 10/01/24

01 Oct 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the new quarter for stocks with several major events looming. Plus, we debate the latest Calls of th...

What Will Q4 Hold?

30 Sep 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate what Q4 will hold as September ends without too much trouble for the market. Plus, the desk share the...

Record Rally Rolls On 9/27/24

27 Sep 2024

Contributed by Lukas

Brian Sullivan and the Investment Committee discuss stocks are record highs as another key inflation report shows that prices continue to cool. Plus, ...

The Chinese Market Surge 9/26/24

26 Sep 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rising market as Micron and China-related names surge.  Plus, Bill Baruch calls to share what h...

Is Tech Still the Best? 9/25/24

25 Sep 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the road ahead for the Tech Trade. Plus, the desk discusses the latest Calls of the Day. And later, B...

More Bulls Buying Stocks 9/24/24

24 Sep 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the record run for stocks as the bull market sees major inflows. Plus, the Committee reveal their lat...