Halftime Report

Priced For Perfection 1/31//24

31 Jan 2024

Contributed by Lukas

Scott Wapner and the investment committee debate if the market is too priced for perfection with the 'Magnificent 7' under pressure. The experts detai...

Microsoft and Alphabet’s Moment of Truth 1/30/24

30 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the moment of truth for Microsoft and Alphabet as they are both ready to report earnings after the be...

The Critical Week Ahead for the Markets 1/29/24

29 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the critical week ahead as earnings season kicks of with five mega cap tech stocks and a Fed Meeting...

Goodbye Magnificent 7, Hello AI 5 1/26/24

26 Jan 2024

Contributed by Lukas

Scott Wapner and the investment committee debate the most important names in the market. The chart of the day is Intel. The experts detail their lates...

Rally Watch 1/25/24

25 Jan 2024

Contributed by Lukas

Scott Wapner and the investment committee debate the best places for your money as stocks move higher. The experts detail their latest portfolio moves...

The Nasdaq Extends its Record Highs 1/24/24

24 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discus the tech-led takeoff for stocks as the NASDAQ rallies to new record highs. Plus, the desk is making s...

Too Much Exuberance in Stocks? 1/23/24

23 Jan 2024

Contributed by Lukas

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...

Stocks Extend Record Highs 1/22/24

22 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate stocks extending their record highs with some big names on the move.  Plus, the Semis ETF keep pushi...

Live from the America Express PGA Tour Event 1/19/24

19 Jan 2024

Contributed by Lukas

Scott Wapner is live today from the American Express PGA Tour even in La Quinta, California. We’re joined by the Chairman and CEO of American Expres...

The Resurgence of the Tech Trade 01/18/24

18 Jan 2024

Contributed by Lukas

Courtney Reagen and the Investment Committee debate the resurgence of the tech trade after the sector hit a new intraday high. Plus, Liz Young and Bil...

Can Stocks Handle the Economic Heat? 1/17/24

17 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the markets as more evidence of a resilient economy sends rates rising. Plus, multiple c...

The Bull Case for Stocks Intact? 1/16/24

16 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the bull case for stocks is still intact as earnings season heats up. Plus, we go over the to...

A Noisy Start to Earnings Season 1/12/24

12 Jan 2024

Contributed by Lukas

Frank Holland and the Investment Committee debate the kickoff to earnings season with big banks at the top of the list. Plus, a Chart of the Day on oi...

Navigating Key Market Moving Headlines 01/11/24

11 Jan 2024

Contributed by Lukas

Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seas...

Navigating the Markets with CPI and Earnings Looming 01/10/24

10 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee count down to tomorrow’s CPI which could decide where this market goes in the weeks ahead.  Plus, Phil Le...

The Committee’s New Buys and Sells 01/09/24

09 Jan 2024

Contributed by Lukas

Scott Wapner discusses the very active Investment Committee which has a bunch of new buys and sells. Plus, Amy Raskin and Sarat Sethi give their top c...

The Critical Week for the Rally 01/08/24

08 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the start of a critical stretch for stocks with the CPI report and Kick-off to earnings season is on...

Stocks after the Streak 01/05/24

05 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the market after the streak as stocks pace to break the remarkable nine-week run. Plus, the Committee...

How Far can Mega Caps Fall 01/04/24

04 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate how far mega caps can fall and which names to avoid as the sector shakes out. Plus, Mobileye plunging...

Playing the Pullback in Stocks 1/3/24

03 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to play the pullback in stocks. The Committee give their top picks as they navigate the market re...

The Year Ahead for Stocks 01/02/24

02 Jan 2024

Contributed by Lukas

Scott Wapner and the Investment Committee debate the year ahead for stocks and whether the best trade of 2023 might be a risk. Plus, we detail the Com...

Final Trading Day of 2023 12/29/23

29 Dec 2023

Contributed by Lukas

Frank Holland and the investment committee discuss what’s next for the markets in 2024 and where you could find opportunity. The call of the day is ...

The Path to New Highs 12/28/23

28 Dec 2023

Contributed by Lukas

Frank Holland and the investment committee debate the road ahead for your money. The panel reacts to the recent tear in transportation stocks. The cal...

Ride it or Fade it 12/27/23

27 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee debate where the rally goes from here. The panel reacts to top dividend picks for 2024. The call of the day ...

The Final Stretch 12/26/23

26 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the final stretch of the year as the S&P goes for a new all-time-high. Plus, a Call of the Day on Go...

Nike: Just Sell It? 12/22/23

22 Dec 2023

Contributed by Lukas

One member of the investment committee is ringing the register on Nike after the company slashed its sales outlook. Plus, how to navigate the market i...

Stocks Bounce Back 12/21/23

21 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee debate if it’s time to trim or time to buy following yesterday’s sudden sell-off. Ritholtz’s Josh Brow...

Streaking Stocks 12/20/23

20 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee debate how to navigate the markets at record highs. The experts share their top ideas for 2024. Calls of the...

Surging Stocks 12/19/23

19 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee debate how far this bull run could go. The desk discuss the best places for your money right now. Calls of t...

Roaring to a Record 2/18/23

18 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the state of the rally as stocks go for their eighth straight week of gains. The experts detail thei...

The Road Ahead for Stocks 12/15/23

15 Dec 2023

Contributed by Lukas

Frank Holland and the Investment Committee debate the road ahead for stocks as the S&P 500 eyes its longest weekly win streak in more than six years. ...

The Powell Pivot 12/14/23

14 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate the next leg of the rally as stocks continue their post-fed pop. Plus, we’ve got multiple calls of ...

The Countdown to the Fed’s Last Speech of the Year 12/13/23

13 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee have the Fed in focus as they countdown to Powell’s next speech. The Committee own some of today’s big s...

Inflation, The Fed, and Your Money 12/12/23

12 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate inflation, the Fed, and your money. Plus, we’ve got Calls of the Day on Zillow, Humana, and Rio, Th...

The Critical Week for your Money 12/11/23

11 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate this huge week for your money with critical inflation data, the Fed decision, and fresh reports on th...

Stocks React to the Jobs and Inflation Data 12/8/23

08 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee kick off today’s debate by digging into the market’s reaction to jobs and inflation data ahead of the ne...

The A.I. Battle Royale 12/7/23

07 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee are covering the ABC’s of today’s stock landscape: the AI battle royale as Google throws their hat in th...

The Broadening Rally 12/6/23

06 Dec 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss interest rates moving lower, AMD’s new AI chip, and the fall of crude. We’ve got Calls of the Da...

Key Moves as the Rally takes a Pause. 12/5/23

05 Dec 2023

Contributed by Lukas

Scott Wapner discusses some key moves made by the investment committee today as the rally takes a pause. We’ve got Calls of the Day on IBM, NXP, and...

The Great Debate 12/4/23

04 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee debate if tech is too toppy as the Nasdaq has its worst day in more than a month. Bitcoin hits the highest ...

Final Stretch For Stocks 12/1/23

01 Dec 2023

Contributed by Lukas

Scott Wapner and the investment committee debate your best strategies for December and into 2024. The experts detail their latest portfolio moves. BMO...

November Rally 11/30/23

30 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the best month for stocks in nearly a year and a half. Altimeter Capital Founder and CEO Brad Gerstn...

Reassessing the Risk 11/29/23

29 Nov 2023

Contributed by Lukas

Frank Holland and the investment committee debate what's in store for your money as more Fed speak moves the market. The experts detail their latest p...

Fate of the Rally 11/28/23

28 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the fate of the rally. The experts detail their latest portfolio moves. The chart of the day is Micr...

November Rally 11/27/23

27 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee debate how far stocks can run. Hightower’s Stephanie Link details her latest portfolio moves. The calls of...

State of the Market 11/22/23

22 Nov 2023

Contributed by Lukas

Frank Holland and the investment committee discuss the road ahead for your money as yields fall, oil drops and Nvidia beats the street. The chart of t...

Countdown to Nvidia 11/21/23

21 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the countdown to Nvidia earnings and what’s really at stake for tech. The experts detail their lat...

The AI Arms Race 11/20/23

20 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of th...

Stocks Continue Their Win Streak 11/17/23

17 Nov 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the rally with stocks going through their third positive week in a row. Plus, we’ve go...

The Bull vs. Bear Debate 11/16/23

16 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee debate whether we’ve got an all-clear for stocks. Plus, we’ve got a Call of the Day on the biotech secto...

The State of the Rally Post-Inflation Data 11/15/23

15 Nov 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the rally following more promising inflation data, pushing stocks higher.  We’ve got ...

Stocks Surge after the CPI Report 11/14/23

14 Nov 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the better than expected CPI Report and what it means for the surging market. Plus, Home Depot leadi...

The Next Phase of the Market 11/13/23

13 Nov 2023

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks are stretched too thin or is a new rally just getting started. We’ve got Calls of th...

State of the Rally 11/10/23

10 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the state of the rally as stocks look to keep the momentum going. The calls of the day are on Netfli...

Can Stocks Extend the Rally? 11/9/23

09 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee debate whether the landscape is improving as stocks go for their longest winning streak in 19 years. The exp...

The Run at 4,400 11/8/23

08 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the road ahead as stocks try to extend their longest winning streak in two years. The desk details th...

The Tech Run 11/7/23

07 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the tech run as the Nasdaq goes for its longest winning streak in two years. The experts detail thei...

The State of Stocks 11/6/23

06 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the state of stocks after the best week of the year for your money. Bill Baruch joins the panel with...

Best Week of the Year 11/3/23

03 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the best week of the year for stocks and debate how long it can last. The experts detail their lates...

Market Rally 11/2/23

02 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the big rally in stocks as the bulls go two for two so far this week. Plus, the setup on Apple ahead...

The Jump in Stocks 11/1/123

01 Nov 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the rise in stocks and the drop in yields ahead of the Fed decision. CNBC Senior Economics Reporter ...

Relief in Sight? 10/31/23

31 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the road ahead after three straight down months for stocks. JPMorgan's Dubravko Lakos joins the conve...

Bounce for Stocks 10/30/23

30 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the pivotal week ahead for your money. The Fed meeting, Apple earnings and the jobs report all on de...

Rough Week for the Markets 10/27/23

27 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the road ahead for your money. Amazon gives a boost to tech-related shares. The panel details their ...

The Good, the Bad and the Ugly 10/26/23

26 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstner...

Markets & the Mega Caps 10/25/23

25 Oct 2023

Contributed by Lukas

Scott Wapner is live from the Charles Schwab IMPACT conference in Philadelphia. Scott and the committee debate the markets and the mega caps, as Micro...

The Rally in Stocks 10/24/23

24 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee talk the rise in stocks after strong earnings reports. It’s a mega week for the mega caps with four of the...

Earnings and Interest Rates 10/23/23

23 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the biggest week of the year for stocks with mega cap tech stocks reporting and interest rates risin...

Rising Rates & Falling Stocks 10/20/23

20 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the run in rates and the fallout for stocks. Plus, a look ahead to mega cap earnings. The panel revi...

Fed Chair Powell Speaks 10/19/23

19 Oct 2023

Contributed by Lukas

Fed Chair Powell comments on the economy. Frank Holland and the investment committee along with CNBC senior economics reporter Steve Liesman react. I...

The State of Stocks 10/18/23

18 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the true state of stocks with earnings, interest rates and the war in the Middle East impacting senti...

Semi Smackdown 10/17/23

17 Oct 2023

Contributed by Lukas

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 N...

Delivering Alpha Investor Summit: Risk, Rewards, Returns 10/17/23

17 Oct 2023

Contributed by Lukas

In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13th...

Stocks Rally 10/16/23

16 Oct 2023

Contributed by Lukas

Scott Wapner is live at the CAIS alternative investment summit in Beverly Hills, CA. The investment committee discuss how to position your portfolio a...

Kickoff to Earnings Season 10/13/23

13 Oct 2023

Contributed by Lukas

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 ...

State of Stocks 10/12/23

12 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the state of stocks with inflation sticky, earnings looming and rates once again rising. The experts...

Making Sense of the Market Moves 10/11/23

11 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the murky road ahead for your money as a key read on inflation comes in hotter than expected. Hightow...

Stabilizing Stocks 10/10/23

10 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss if the market is setting up for a late year run. The chart of the day is Qorvo as the semi stock get...

Big Week Ahead 10/9/23

09 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the big week ahead for your money. The chart of the day is Disney, as activist investor Nelson Peltz...

Volatility is Back 10/6/23

06 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss how to position your portfolio as treasury yields climb following a strong jobs report. We talk ener...

Bracing For Big Market Events 10/5/23

05 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee get ahead of the big market events on deck and how to position your portfolio. The call of the day is KeyBan...

High Rates, High Anxiety 10/4/23

04 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee debate how to navigate this choppy market as treasury yields near 16-year highs. Our experts detail their la...

Relentless Rise in Rates 10/03/23

03 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss if rising rates will continue to slam stocks. Plus, our experts are making key moves in their portfo...

Q4 Playbook 10/2/23

02 Oct 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss how to position your portfolio as the fourth quarter kicks off. The call of the day is an upgrade of...

Last Trading Day of September 9/29/23

29 Sep 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the road ahead as we close out the worst month of the year for stocks. The chart of the day is Nike, ...

Bond Breakout & Struggling Stocks 9/28/23

28 Sep 2023

Contributed by Lukas

Frank Holland and the investment committee discuss another big breakout in bond yields and the state of stocks. The panel details their latest portfol...

The Road Ahead For Stocks 9/27/23

27 Sep 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the road ahead for stocks, which are on pace for their worst month of the year. The panel details th...

Stocks Sell Off 9/26/23

26 Sep 2023

Contributed by Lukas

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 ...

The Great Rate Debate 9/25/23

25 Sep 2023

Contributed by Lukas

Frank Holland and the Investment Committee debate what’s next for stocks as the 10-year yield hit its highest level in nearly 16 years. The Call of ...

The Post-Powell Pullback - 9/22/23

22 Sep 2023

Contributed by Lukas

Frank Holland and the Investment Committee discuss the road ahead for stocks following a rocky week on wall street. Plus, the Chart of the Day is on A...

The State of Tech 9/21/23

21 Sep 2023

Contributed by Lukas

Scott Wapner and the committee discuss the state of tech after the Fed's 'even higher, for much longer' stance on interest rates. Halftime headliner L...

Decision Day and Beyond 9/20/23

20 Sep 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the key moves they’re making ahead of today’s Fed decision. The calls of the day is a double dos...

Double Test for the Market 9/19/23

19 Sep 2023

Contributed by Lukas

Dominic Chu and the investment committee debate how to navigate this market ahead of another critical Fed decision Plus, the panel reacts to Instacart...

Market’s Next Move 9/18/23

18 Sep 2023

Contributed by Lukas

Scott Wapner and the investment committee discuss the return of volatility and why some say we’re in a rocky stretch for stocks. The chart of the da...

The State of Stocks 9/15/23

15 Sep 2023

Contributed by Lukas

Scott Wapner and the investment committee debate the state of stocks, the economy and your money. The calls of day are on Deere, Visa and Mastercard. ...

Big Day in the Markets 9/14/23

14 Sep 2023

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the move in stocks after another inflation reading was not as bad as feared. Plus, we’re focusing ...

Road Ahead For Investors 9/13/23

13 Sep 2023

Contributed by Lukas

Courtney Reagan and the investment committee react to today's hotter-than-expected CPI report just one week away from the Fed's next rate decision. We...

Countdown to Apple's Event 9/12/23

12 Sep 2023

Contributed by Lukas

Scott Wapner and the investment committee debate how important Apple is to the overall market ahead of its big event today. The chart of the day is Or...

Critical Week For Your Money 9/11/23

11 Sep 2023

Contributed by Lukas

Leslie Picker and the investment committee debate the next moves for the market as we gear up for the big week ahead. The chart of the day is Qualcomm...

CNBC SPECIAL: GAME PLAN 9/11/23

11 Sep 2023

Contributed by Lukas

In a first-of-its-kind partnership, CNBC, First in Business Worldwide, and Boardroom, Kevin Durant and Rich Kleiman’s premier media brand covering t...