Trust Today’s Rally? 10/3/22

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Trust Today’s Rally? 10/3/22

FromHalftime Report

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45 minutes

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Oct 3, 2022

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Podcast episode

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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. Plus, oil and energy stocks surging on reports OPEC may slash production. How to play the sector from here. And later, we reveal some of Wall Street’s top fourth quarter ideas.

Released:

Oct 3, 2022

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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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
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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
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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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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Chip Stocks Signaling a Warning?: Scott Wapner and the investment committee debate if the recent weakness in the semis is signaling a warning sign for the overall market. Plus, the trade on Apple following reports of iPhone production cuts. Plus, a bullish call on one red-hot retail stocks that’s doubled this year. And, the committee reveal their new stock buys. by Halftime Report
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Trust the Rebound?: Stocks rallying today, having their best week since June. Scott Wapner and the Investment Committee debate if this continues and which stocks are worth a look. Plus, should you trust the rebound in the tech trade? And Later, Calls of the Day on Square and Nio, what should you do with these names? by Halftime Report
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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
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The New Best Performing Sector: Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity by Halftime Report
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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
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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
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U.S. markets fall amid Chinese contagion fears: Scott Wapner and the investment committee debate the market selloff amid concerns that one of China’s largest property developers could default on its debt. Also, BlackRock’s bond king Rick Rieder weighs in on global markets. Plus, Pete Najarian’s latest trades in unusual activity by Halftime Report
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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
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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
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A Big Rally on the Horizon?: Scott Wapner and the Investment Committee discuss the rally in stocks and whether an even bigger rally is coming soon. Brian Belski joins us to weigh in on what he sees in store for stocks. Plus, a Call of the Day on Moderna, the stock reacting to news from the FDA approving the company’s vaccine. And later, Jon Najarian shares some Unusual Activity he’s seeing in two energy names. by Halftime Report
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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
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Big End of Year Rally? by Halftime Report
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Rates, The Rotation, and Your Money: As we count down to Q4, Scott Wapner and the Investment Committee debate the biggest factors that will affect your money. What will the Fed do with Rates? How will the rotation affect tech and value stocks? Plus, epicenter stocks are surging, are they a good buy? And later, the Committee share their latest Q4 buys. And, Joe Terranova is selling one red-hot tech names that’s up 80% in the past year, despite bullish calls on the street. by Halftime Report
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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
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Chances of Soft-Landing Increasing? 1/18/23: With stocks about 15% off their October lows, Scott Wapner and the Investment Committee debate if the chances of a soft-landing are growing and what that would mean for stocks from here. Also, energy stocks continue their gains but a major name getting a big downgrade. Is it time to sell out of some of these stocks? Plus, 4 stocks that have reclaimed their long-term bullish trend. by Halftime Report
45 min listen
Big Earnings Week Ahead 4/22/24: Scott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week. Investment Committee Disclosures by Halftime Report
44 min listen
Reversal of Fortune in Momentum 3/11/24: Scott Wapner and the Investment Committee debate the momentum unwind as several of the best trades year to date are reversing. Plus, The desk share their latest portfolio moves. And later, we’ve got some Calls of the Day on Netflix and Nike. Investment Committee Disclosures by Halftime Report
44 min listen
State of the Market 4/21/23: Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. Plus, our Call of the Day on two big upgrades for one transportation stock. And our experts are making moves in their portfolios. We run through the latest trades. Investment Committee Disclosures by Halftime Report
46 min listen
Q4 Playbook 10/2/23: 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 U.S. Steel to overweight by Morgan Stanley. And the panel talks utilities as those stocks are under pressure today. Investment Committee Disclosures by Halftime Report
45 min listen
How Far can the Rally Go? 2/27/24: Scott Wapner and the Investment Committee debate how far the rally can go as yet another wall street firm bumps up its view for stocks. Plus, we’ve got some bullish calls of the day on Netflix, Eli Lilly, General Electric and Snowflake. And later, the Committee reveal their latest moves. Investment Committee Disclosures by Halftime Report
44 min listen
Trading the Pivotal Week Ahead 4/29/24: Scott Wapner and the Investment Committee discuss another key week for stocks with Apple and Amazon reporting and a Fed meeting looming. Plus, Adam Parker of Trivariate Research calls in to explain why his firm’s view has changed its market view. And later, a Call of the Day on Apple, Tony Sacconaghi putting a rare buy rating on the stock, the desk debates this move. Investment Committee Disclosures by Halftime Report
43 min listen
The Quarter Ahead For Stocks 3/31/23 by Halftime Report
45 min listen
Green Light for Year-End Rally?: Fed Chair Powell is renominated. Scott Wapner and the investment committee debate if this is a green light for a year-end rally. Plus, a major reversal going on in this market. The committee discusses what it is and what it means for your money. Plus, EV stock getting crushed today. Is it time to take money off the table on this red-hot trade? And later, this stock just got its price target raised and is now a top 5 holding for hedge funds. We’ll reveal the name and debate where this stock goes from here. by Halftime Report
44 min listen
Chasing the Rally 11/18/22: 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 more than six months. Plus, 4 big stock movers in retail and tech, the Committee break down the latest on those names. And later, energy at its lowest level since September, we discuss what to do with the sector from here. Also, a top biotech investor gives us his best ideas going into 2023 by Halftime Report
45 min listen
Making Sense of the Mega Cap Mania 2/23/24: Scott Wapner and the Investment Committee debate the NASDAQ eyeing a new all time high and how best to play the mega cap mania as the group takes another leg higher. Plus, The Committee making some major moves in their portfolio, they reveal them. And later, we’ve go the setup on some key earnings reporting next week. Investment Committee Disclosures by Halftime Report
43 min listen
OPEC returns as US price punching bag, but can any cut reverse price collapse?: OPEC, primarily Saudi Arabia, has found blame for the recent price collapse, with calls from the US Congress for tariffs, import bans and sanctions. To start this week’s Capitol Crude, Senator Kevin Cramer, a North Dakota Republican, talks about his... by Capitol Crude: The US Energy Policy Podcast
15 min listen
The June Playbook: Swoon or Sizzle 6/3/24 by Halftime Report
45 min listen

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Trust Today’s Rally? 10/3/22

Trust Today’s Rally? 10/3/22

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