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Halftime Report

Halftime Report

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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Episodes

Rising Rate Fears & Tech 8/19/22

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 Committee is making a lot of moves in this market. Also, General Motors is bringing back it?s dividend, the Committee gives their favorite dividend stocks right now. And, we?ll get you ready for big earnings next week.
2022-08-19
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The Great Rate Debate: Are Markets Right? 8/18/22

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 to the downside for the summer rally? Plus, Apple is nearing a new 52-Week high, the Committee weigh in on the name and what it means for the rest of tech. And, Bryn Talkington reveals her latest buys.
2022-08-18
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Trust the Recent Rally? 8/17/22

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 investors are piling back in to tech, the Committee debate if that?s a good move. And later, Cisco earnings after the bell, the Committee position themselves ahead of the report.
2022-08-17
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Retail, Inflation and the State of the Consumer 8/16/22

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 inflation. Plus, is the slow melt-up in stocks a start of a new cycle in the market or just another bear market rally? And later, some Calls of the Day on the payment stocks, the Committee take their positions on the sector.
2022-08-16
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Can the Recent Rally Keep Going? 8/15/22

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 going. Plus, BMO?s Brian Belski joins us to explain why he thinks the secular bull market is still in place. And, two stocks moving higher on hedge fund moves ? one of them is a Dow component. What it means for investors.
2022-08-15
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Four Weeks of Gains: Believe in the Rally? 8/12/22

Frank Holland and the Investment Committee discuss the markets longest winning streak in 9 months, should you believe in this rally? Plus, Apple closing in on a new 52 week high, with tech seeing its biggest in-flows in 2 months, is it safe to jump into the sector now? And, Tom Lee joins us to discuss the breadth of this rebound and to reiterate his belief in the second half rally.
2022-08-12
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The Big Market Comeback: Real or Head Fake? 8/11/22

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 is for real, or a head fake. Plus, big upgrades after Disney?s latest earnings report, the Committee discuss what to do with the stock now. The committee also reveal their latest buys and sells. And, two stocks in Josh Brown?s portfolio surging on the back of their earnings.
2022-08-11
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Inflation Cools: Green Light for Stocks? 8/10/22

Frank Holland and the Investment Committee debate whether the lighter than expected CPI number is a green light for a big rally. Wharton School Professor Jeremy Siegel joins us to weigh in on the latest numbers and how the Fed might respond now. Plus, big tech rallying today, the Committee take their positions on some of the biggest names in the sector. Also, one committee member making a lot of moves in this market. And later, Disney?s price target getting cut by multiple banks, how should you trade the stock from here?
2022-08-10
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Semis Slide: More Pain Ahead? 8/9/22

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 bill that would give them billions in subsidies. Plus, Boeing the best stock in the Dow over the past month. Is the stock back? And, Coinbase and Wynn Resorts getting ready to report earnings after the bell. The Committee takes their positions.
2022-08-09
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New Bull Market or a Bear Market Rally? 8/8/22

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 discuss the historic inflation reduction bill just pass in the Senate, what will it mean for buybacks and shareholders? And later, BTIG?s Jonathan Krinsky joins us to discuss some key levels for the S&P you should watch out for.
2022-08-08
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The Red Hot Jobs Report 8/5/22

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 joins us to explain why he?s confident in his S&P year-end target of 4800, with a chance at hitting 5100. And later, our Call of the Day on one big oil stock.
2022-08-05
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Mega Cap?s Mega Comeback 8/4/22

Scott Wapner and the Investment Committee discuss the huge comeback from Mega Cap stocks and whether it can keep going. Plus, BTIG?s Jonathan Krinsky joins us to discuss Apple?s relative strength vs the S&P. The Committee weigh in. And later, Paramount beats earnings, Jim Lebenthal is a believer in the stock, the Committee debate what to do from here.
2022-08-04
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Can the Rally Continue? 8/3/22

Scott Wapner and the Investment Committee debate if stocks can keep surging if the Fed keeps hiking rates. Plus, the Committee's latest portfolio moves. And, the stocks you need to watch ahead of earnings.
2022-08-03
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Should You Add to Stocks? 8/2/22

Earnings are holding up and there are signs that inflation is cooling so, should you be adding to your portfolio? The Investment Committee debates that and more. Plus, Stephanie Link is making several moves in her portfolio ? what she sold and the three names she?s adding to. And, Uber posted positive cash flow for the first time ever.
2022-08-02
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Bear Bounce or Something More? 8/1/22

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 money move, Plus, BMO?s Brian Belski on how the S&P 500 can rally double digits between now and the end of the year. And Joe Terranova is rebalancing the Terranova Momentum ETF ? nearly 40 stocks were swapped out.
2022-08-01
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Has the Market Bottomed? 7/29/22

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 joins to explain why he thinks the Bottom is indeed in and how you should play it. And later, the tech titans delivered on their earnings, the Committee take their positions in the sector.
2022-07-29
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The Rally and the Aftermath 7/28/22

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?s Nancy Davis joins us with her strategy for a rising rate environment. And later, a Call of the Day on Best Buy, the Committee take their positions on the name.
2022-07-28
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Positioning Ahead of the Fed 7/27/22

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 report dropping at market close. The Committee get you set for both market movers. Plus, Boeing Earnings also happening today, Phil Lebeau joins us to break it down. And later, Lululemon getting a big call at Jefferies, saying to sell shares now before it?s too late, the Committee weigh in.
2022-07-27
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Big Tech Earnings on Deck 7/26/22

Scott Wapner and the Investment Committee countdown to big tech earnings today. Microsoft and Alphabet reporting and your money hangs in the balance. Plus, retail getting whacked as Walmart lowers profit outlook, the Committee take their positions. And later, Paramount gets a double downgrade, Jim Lebenthal owns the name, he explains why he?s hanging on.
2022-07-26
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The Most Crucial Week of Summer 7/25/22

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 market hangs in the balance over the next several days. Plus, the semi rally head fake, Barclays is bearish on the sector and says a correction is starting, the Committee weighs in. And later, the future of the energy trade. Joe Terranova is adding to his exposure with two new buys.
2022-07-25
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A Critical Week Ahead for Stocks 7/22/22

Scott Wapner and the Investment Committee discuss their playbook ahead of the most critical week for stocks as mega cap earnings and another Fed meeting loom large. Plus, Courtney Garcia of Payne Capital explains why she thinks a .75% rate hike is in the cards. And later, a cut on Paramount and other media names, the Committee take their positions.
2022-07-22
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Is Tech a Buy Ahead of Earnings? 7/21/22

Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance on REITs, the Committee weigh in on the sector. And later, some Calls of the Day in the chip sector, what names are worth a look?
2022-07-21
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New Momentum for Bulls? 7/20/22

The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for the bulls, or whether investors should sell into this recent rally. Plus, Tesla reporting after the bell, the Committee take their positions on the controversial name. And, dividend stocks have outperformed the broader market and a number of names reporting earnings ? are they a buy at these levels?
2022-07-20
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Bad Sentiment = Good for Stocks? 7/19/22

Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bullish sign for stocks. Plus, Josh Brown weighs in on Netflix ahead of earnings after the bell ? find out what he?s watching. And later, Industrials one of the best sectors today, the Committee take their positions.
2022-07-19
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Rally for Real? 7/18/22

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 have found traction and what?s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their latest market moves.
2022-07-18
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Are Stocks Finding Traction? 7/15/22

Scott Wapner and the Investment Committee discuss today?s bounce in stocks after retail sales beat expectations. Is this move sustainable? Plus, it looks like Healthcare is everyone?s new favorite sector, the Committee weighs in. And later, Netflix gets a price cut ahead of earnings, it?s our Call of the Day.
2022-07-15
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A Market Downgrade from Major Bank 7/14/22

Scott Wapner and the Investment Committee debate the Bank of America Bombshell that sent stocks lower today. The bank?s star strategist cut her target for stocks to the lowest level on the street, what does it mean for the market from here. Plus, bank earnings miss, the Committee take their position on financials. And later, the auto industry is cutting estimates on recession fears, how do you play the sector now.
2022-07-14
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Scorching Inflation and Stocks: How to Play it 7/13/22

Inflation surging higher again and surprising the markets. Scott Wapner and the Investment Committee discuss if this is the last hot report we?ll see. Professor Jeremy Siegel of the Wharton School also weighs in on what the Fed should do next and what it would means for stocks. Plus, mixed 2nd quarter earnings for banks, the Committee take their positions on the sector. And, Stephanie Link calls in to reveal her new stock buy.
2022-07-13
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The Teetering State of the Market 7/12/22

Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley joins us to explain why the bears have some unfinished business with the market. Plus, Josh has been making some big moves, he takes you through them all. And later, Tech and Semis price targets getting cut, the Committee weigh in on the calls.
2022-07-12
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A Huge Week for Your Money 7/11/22

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 markets and how to position your portfolio ahead of it all. Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
2022-07-11
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Buy the Bounce? 7/8/22

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 Lee joins us to give his outlook on the markets and explains why he has a supportive outlook for the second half. And, Kevin O?Leary reveals his new buys.
2022-07-08
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Momentum for Stocks? 7/7/22

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 coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options activity.
2022-07-07
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Positioning Ahead of the Fed 7/6/22

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? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech name.
2022-07-06
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Recession Fears Rise: Portfolio Protection 7/5/22

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 portfolio in the second half. Plus, Josh Brown is making two moves in this market. Also, what the rally in high-valuation growth stocks in today?s down day may be signaling. And later, Jon Najarian shares some Unusual Activity in 2 names.
2022-07-05
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Stocks in the Second Half 7/1/22

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 half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he?s seeing in three names.
2022-07-01
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Position for the Second Half 6/30/22

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 for the second half. Plus, we?ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he?s seeing in three names
2022-06-30
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Your Second Half Playbook 6/29/22

With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed?s tightening policy? And later, Pete Najarian shares the Unusual Activity he?s seeing in two names.
2022-06-29
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What?s Priced into Stocks? 6/28/22

Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in?
2022-06-28
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Bear Rally or Bottoming? 6/27/22

Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a bottoming process. Plus, the big Banks getting ready to unveil their dividend and buyback plans. How to play the financials from here. Plus, One of the committee members making a move in Nike ahead of earnings after the bell. And, later, Jon Najarian reveals 3 trades in Unusual Activity.
2022-06-27
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The Rally on Wall Street 6/24/22

Listen to CNBC breaking news coverage of the Supreme Court?s historic ruling overturning Roe v Wade. Plus, Frank Holland and the Investment Committee discuss today?s big rally on Wall Street and what it may be signaling.
2022-06-24
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The Fed & Your Money 6/23/22

Fed Chair Powell continues his testimony on Capitol hill today. Frank Holland and the Investment Committee break down his remarks and take some positions. Plus, the transports sector have some names reporting, how should you treat these stocks. And later, Pete Najarian?s latest options trades.
2022-06-23
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Powell on the Hill 6/22/22

Fed Chair Powell testifies before lawmakers on the economy. Melissa Lee and the investment committee debate what investors do from here. Plus, the committee making a lot of moves, especially in the mega-cap tech space. And, a bullish call on one semi stock that could go up 20% from here.
2022-06-22
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Stocks are cheap, but is it Time to Buy? 6/21/22

Stocks rallying after posting their worst week since March 2020. Melissa Lee and the Investment Committee debate whether stocks are cheap enough and whether it?s time to start buying after the big fall. Plus, the Committee making some moves, we give you their trades. And later, Jon Najarian shares some Unusual Activity he?s seeing in three names.
2022-06-21
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When Will the Selling Stop? 6/17/22

Scott Wapner and the Investment Committee debate when the selling will stop as stocks are on pace for the 10th negative week in the last 11. Brian Belski joins us to explain why he is still bullish in this environment. And later, Pete Najarian shares some Unusual Activity he?s seeing in three names.
2022-06-17
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Protecting Your Portfolio 6/16/22

Stock hit new lows with the Dow falling below 30,000 for the first time since late January 2021. Scott Wapner and Investment Committee debate how to protect your money from here and the best strategies to navigate the volatility. Plus, Josh Brown hitting the sell button on two stocks in his portfolio. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2022-06-16
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Bracing for Big Rate Hike 6/15/22

The Fed set to announce the biggest rate hike in almost 30-years as stocks sit at their lowest levels of the year. Scott Wapner and the Investment Committee debate how investors should be positioning ahead of this historic move. Also, the Committee making a lot of moves in this market. We debate their latest buys and sell. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2022-06-15
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Navigating the Volatility 6/14/22

The Fed kicks off a two-day meeting on rates. Scott Wapner and the Investment Committee debate what a bigger rate hike would mean for stocks and how investors should position from here. Also, how to play the crash in cryptos. And, is one of the hottest trades of the year losing steam?
2022-06-14
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The Great Stock Shock 6/13/22

Scott Wapner and the Investment Committee debate the great stock shock as markets sink to new lows for the year. How much more pain is ahead? Plus, Jonathan Krinsky joins us to explain why he thinks the risk is still to the downside for the market. And later, Pete Najarian shares some Unusual Activity he?s seeing in two names.
2022-06-13
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Inflation Fears: Protecting Your Portfolio 6/10/22

Inflation hotter than feared. Scott Wapner and the Investment Committee debate when prices will peak, how to position your portfolio from here and if the Fed will get even more aggressive on rates hikes next week. Plus, another earnings report, another big plunge. DocuSign falling 25%. Kevin O?Leary calls in to tell us what he?s doing with the stock now. And later, Pete Najarian reveal his latest trades in Unusual Activity.
2022-06-10
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Resilient or Ready to Break Down? 6/9/22

Scott Wapner and the Investment Committee debate how to position your portfolio ahead of tomorrow?s big inflation read. Plus, Josh Brown reveals his new buy, it?s also a stock another committee member is looking at closely. And, this sector is up more than 10% on the past month. Is a big breakout ahead? And how much room does it have to run?
2022-06-09
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