The Rally Resumes 7/28/23

FromHalftime Report

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The Rally Resumes 7/28/23

FromHalftime Report

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46 minutes

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Jul 28, 2023

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Podcast episode

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Scott Wapner and the Investment Committee discuss the renewed rally and whether it’s about to enter a new phase following Apple and Amazon Earnings next week. Plus, we’ve got a Chart of the Day on Intel. And a Call of the Day on Uber. The Investment Committee break it all down. Investment Committee Disclosures

Released:

Jul 28, 2023

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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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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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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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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Your Volatility Strategy: From triple-digit losses to triple-digit gains. Scott Wapner and the Investment Committee debate the best way to navigate the volatility in this market and where opportunities are opening up, especially in the tech sector. Plus, the moves the committee are making right now. And later, Jon Najarian shares some Unusual Activity he’s seeing in two tech names. 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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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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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 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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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 Pullback Over?: A big rally again. Scott Wapner and the Investment Committee debate if the pullback is already over and if it’s time to buy stocks again. Plus, the Committee reveal their latest buys. And, the trade ahead of Nike’s earnings after the bell. 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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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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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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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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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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Breakout or Breakdown: What’s Next?: Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why. 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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4 Reasons to Stick with Stocks: Scott Wapner and the investment committee debate four big calls on the street, making the case for the record rally to continue. Also, some stunning numbers on where money is flowing in this market. Plus, one year ago today, Jenny Harrington made a bet with Josh Brown that one of the stocks in her portfolio would outperform one particular name in Josh Brown's portfolio. Josh joins the committee - how that bet played out and where these two stocks go from here. Plus, Jon Najarian’s latest trades in unusual activity 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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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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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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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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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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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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Safe to Buy the Dip? Or too Soon?: Stocks coming off their worst day since mid-May. Scott Wapner and the Investment Committee debate if it’s safe to buy on this drop, or is it too soon? Plus, Morgan Stanley’s Mike Wilson tell us why a 20% correction for stocks is beginning to look more likely. Plus, Uber shares rallying on a positive outlook. Is it time to add this name to your portfolio? And, Fedex earnings after the bell. Should you buy ahead of the numbers? 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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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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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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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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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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Judgement Day for Big Tech 4/26/22: The NASDAQ under heavy selling pressure today, fueled by tech. Scott Wapner and the Investment Committee discuss how to position for Microsoft and Alphabet earnings after the bell. How much is riding on it for the markets? Also, the Committee unveil their latest buys and sells. Plus, GM set to report earnings after the bell, the committee take their positions. And later, Pete Najarian reveals his new trades in Unusual Activity. by Halftime Report
43 min listen
Rough Week for the Markets 10/27/23: 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 latest portfolio moves. The chart of the day is Whirlpool. And the experts debate a few calls of the day. Investment Committee Disclosures by Halftime Report
46 min listen
Inflation Levels Slow 6/13/23: Scott Wapner and the Investment Committee discuss the lowest inflation print in two years and what it means for the rally ahead of tomorrow’s Fed decision. The Chart of the Day is Oracle, hitting all-time highs after earnings. The Call of the Day is a downgrade of Apple at UBS. Plus, the panel grades your latest trades. by Halftime Report
45 min listen
The Critical Week Ahead for the Markets 1/29/24: 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 on deck. Plus, we’ve got Calls of the Day on Uber, Costco and more, the Committee debate their favorite names. And later, we’ve got the Setup on a few other key earnings this week. Investment Committee Disclosures by Halftime Report
44 min listen
Mild Correction or Something Bigger? 8/16/23: Scott Wapner and the Investment Committee debate whether we’re going through a mild correction or is something bigger happening in the market. Plus, a Chart of the Day on Target, ticking higher after earnings. And later, a Call of the Day on Chevron, getting an upgrade from Mizuho. Investment Committee Disclosures by Halftime Report
46 min listen
The Powell Pivot 12/14/23: 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 day to go through from Palo Alto to Delta Airlines. And later, the Investment Committee detail their latest portfolio moves. Investment Committee Disclosures by Halftime Report
47 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
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
How Much Fuel is Left in the Rally?: Scott Wapner and the Investment Committee debate how much fuel is left in this year-end rally. Big Cap Tech is surging this week, the Committee share their buys. Plus, we continue checking on the Committee’s 2nd half playbook picks, what are they doing with the stocks from here. And later, Jon Najarian shares some Unusual Activity in two names. by Halftime Report
45 min listen
The Big Week Ahead 5/13/24: Scott Wapner and the Investment Committee debate the big week ahead as key inflation data looms and the AI arms race heats up again. Plus, we’ve got Calls of the Day on multiple names, the Committee break them all down. And later, the desk has some stocks on hot streak, they debate what to do with hem from here. by Halftime Report
44 min listen
The State of the Rally as the S&P 500 nears 5,000 2/7/24: Scott Wapner and the Investment Committee debate the rally’s road ahead as one member of the committee says the market top heavy fears are overstated. Plus, the committee is making some major moves in their portfolios, they break them all down. And later, we’ve got the setup on some key earnings coming up this week. Investment Committee Disclosures by Halftime Report
44 min listen
The Market’s Apple Problem 11/29/22: Apple stocks falling again today after a widely-followed analysts says iPhone shipments could be much worse than expected. Scott Wapner and the Investment Committee debate whether the market has an Apple problem, with the stock weighing heavily on the NASDAQ. Plus, a big week for cloud earnings, the Committee take their positions on these cyber names. And later, are dividend stocks your best bet right now? The Investment Committee debate and pick their favorite names. by Halftime Report
37 min listen
What September Hold for Stocks 8/31/22: 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 August. Plus, oil on track for its worst month of the year – what is it signaling for the red-hot energy sector? And later, a bullish call on PayPal. The committee take their positions on the fintech space. by Halftime Report
45 min listen
The Month Ahead For Stocks 9/5/23: Scott Wapner and the investment committee debate what the month ahead will hold for your money after a volatile August. The chart of the day is on energy. We kick off the calls of the day with Disney. And the panel debates the semis trade as Arm kicks off its IPO roadshow. Investment Committee Disclosures by Halftime Report
46 min listen

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The Rally Resumes 7/28/23

The Rally Resumes 7/28/23

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