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.

Scott Wapner and the Investment Committee discuss the state of the AI trade after a tumultuous week for tech. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee lay out their pullback playbook as stocks are under pressure again today. Plus, the desk debates Elon Musk's pay package as the results of that vote drops today. And later, we talk crypto after Ark's Cathie Wood said this morning she was trimming her Bitcoin bull case.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live at Schwab Impact in Denver, Colorado where a record 2800 advisors have arrived to discuss the market, consumer sentiment and where stocks are heading next.  Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins us to discuss it all. Plus, Omar Aguilar, CEO & CIO of Schwab Asset Management, joins ‘Halftime Report’ to explain why Schwab voted in favor of Elon Musk's $1 Trillion pay package.  And later, the desk shares their crypto strategy as Bitcoin hovers around the $100k range.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate their November Playbook for stocks and how you should position yourself into year end. Plus, we hit some Committee stocks on the move and how to trade them. And later, we get to the Setup on some key earnings reports dropping in the next 24 hours.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the market's massive week as a new trading month looms. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. The Setup is on next week's top earnings to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate tech earnings taking center stage and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, the Committee gives you the earnings setup on stocks beyond big tech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the massive market day with Nvidia becoming the first five trillion-dollar company, Alphabet, Meta and Microsoft reporting in overtime and a Fed decision dropping later today.  What does it all mean for the market and your money. Plus, we hit the latest Calls of the Day. And later,  And later, the Committee get to the setup on some key names reporting in the next 24 hours beyond the big tech companies. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate mega cap tech stocks as Apple and Microsoft hit major milestones. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights two energy names in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate this critical week for your money with mega cap earnings, a Fed decision, the President Trump and China's Xi meeting and more on deck. Plus, the desk debate whether Elon Musk is worth his trillion dollar pay package for Tesla. And later, Gold extends its recent slide, the committee debate how to trade the precious metal. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate their strategies when stocks are at record highs. Plus, they share their latest portfolio moves. And later, the desk debates the best long and short ideas for Q4. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights a brokerage firm in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk debates how to trade it. Plus, Steve Weiss trimming a mega cap name, he explains why. And later, we hit the latest Calls of the Day in the financial sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest portfolio moves, including Jim Lebenthal buying more Cleveland-Cliffs. And later, we discuss whether the private credit shock waves are fading in the market.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how to trade Apple as it touches record highs today. Plus, Josh Brown spotlights another stock in his "Best Stocks in the Market." And later, the Committee discuss some of their stocks on the move. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee are making some major portfolio moves, they share the details of each one. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the market volatility and how to trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown shares two more stocks being added to his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and more. Plus, Franklin Templeton CEO Jenny Johnson and Oak Hill Advisors CEO Glenn August joins us live with their take. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. Plus we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tariffs against Beijing. Plus, the Committee share their latest portfolio moves. And later, CNBC's Leslie Picker joins us with the latest on the First Brands bankruptcy and what it means for the future of private credit and the markets. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus,  CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips.  And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it.  Plus, the desk debated the hottest sector this week, healthcare.  And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2025.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Goldman’s upgrade of global equities and what it means for a year-end rally. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dom Chu and the Investment Committee debate the new tariffs Trump announced today.  What will the tariffs mean for the market and your money. Plus, BMO’s Brian Belski joins us with a target raise on the S&P to $7,000, he’ll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it now.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what it means for the market and your money.  Plus, the Committe share their buyback strategy. And later, CNBC's Dom Chu joins us with the latest from the Ryder Cup. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he’s spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed’s rate cut last week. Plus, CNBC’s Jon Fortt brings us some breaking news, Nvidia investing up to $100 Billion in OpenAI to build computing infrastructure. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. Plus. The desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate your post-Fed playbook, as stocks hit record highs following yesterday's rate cut. The experts detail their latest portfolio moves. Calls of the Day include Walmart, Costco, American Express, and Progressive. Josh Brown highlights Expedia for his Best Stocks in the Market spotlight. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the fate of the rally as we count down to a high-stakes Fed decision today. CNBC Senior Economics Reporter Steve Liesman joins us with the latest. Plus, Lyft rising while Uber falls, it’s our Chart of the Day. And later, the desk discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares her latest portfolio moves. And later, Josh Browm spotlights another stock for his “Best Stocks in the Market”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate the critical week for your money as more key data and the next Fed decision loom large. Plus, Alphabet crosses a $3 trillion market cap, the desk discuss their big tech strategy. And later, the committee talk about Elon Musk’s $1 billion buy of Tesla stock and what it means for the company. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate stocks setting new records and the best way to invest in this resilient bull run. Plus, the desk shares their latest portfolio moves. And later, legendary broadcaster Al Michaels joins us to discuss tonight's NFL game between the Washington Commanders vs. the Green Bay Packers and the 2025 season. Josh Brown also gives Al a new stock recommendation.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade.  Plus, we discuss some of the Committee’s stocks on the move. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals.  We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm.  Plus, Blackrock’s Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC’s Leslie Picker brings us an interview from JPM’s Jamie Dimon to talk about his new HQ in NYC.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the fate of the record rally as we ick off a critical week for the markets and your money. Plus, the desk discuss some of their stocks that are on the move. And later, we take a look at the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include Disney, Leidos, and 3M. Josh Brown is back with his Best Stocks in the Market. The earnings setup is on Lululemon.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the stunning google move and how you should trade it now. Plus, we discuss the latest Calls of the Day on Citigroup. And later, Julia Boorstin joins us with the latest on the NFL season kicking off and the brewing battle between the league and the services that tracks its ratings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tariffs in doubt following last week’s court ruling. Plus, Josh Brown shares some updates to his “Best Stocks in the Market.” And later, the desk discuss the latest Calls of the Day on Newmont, Netflix and Verizon.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stocks. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us to react to Nvidia's earnings last night. The stock is his second largest holding. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee countdown to Nvidia’s earnings report tonight and what it could mean for the broader market. Plus, Financials are hitting a new all-time high, the desk debate how to trade the banks. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts react to stock moves in Netflix, Uber, Eli Lilly, AT&T, and Oklo. The desk talks about the state of the restaurant trade. Josh Brown updates the viewers on his “Best Stocks in the Market.” The Setup is on Ulta Beauty ahead of earnings later this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell’s pivot in Jackson Hole last Friday. Plus, we break down the latest Calls of the Day. Later, the desk shares their favorite bank stocks and strategies for the financial sector.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate whether we’re in a pause or pullback as stocks try to avoid a fifth straight day of losses.  Plus, the committee share their latest portfolio moves. And later, Josh Brown adds Illinois Tool to his “Best Stocks in the Market,” he explains why. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves.  And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee whether there’s a bubble in tech after Sam Altman’s warning and now options traders bracing for a potential downturn. Plus, we hit the latest Calls of the Day. And later, Josh Brown reveals another stock that has made his ‘Best Stocks in the Market.’ Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the critical week for stocks as central bankers gather in Jackson Hole for their annual get-together. Plus a historic meeting at the White House today as European leaders and President Zelensky meet President Trump to discuss the Russia-Ukraine War. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the new high for the Dow as the index joins the S&P and Nasdaq at record levels. The desk debates how to trade the markets now. Plus, we hit the latest calls of the day. And later, Josh Brown reveals his latest “Best Stock in the Market.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether stocks and the Fed are on a collision course.  Plus, Kevin Simpson shares his many portfolio moves. And later, the desk discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the record run for stocks and whether this is truly one of the best investing environments we’ve seen.  Plus, Jim Cramer joins us on set to discuss whether Apple shares are in the middle of a turnaround. And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee what the Fed's next move is and what it will mean for stocks, the market and your money. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the current state of stocks and whether they are overvalued at these levels. Plus, the desk debate the latest Calls of the Day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether stocks are shaky or stabilizing with the S&P tracking for its best week since early June. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether it’s safe to buy the dip as the S&P tries for its best week in a month. Plus, President Trump is set to sign an executive order that will allow private assets into 401(k)s, the desk discuss what it could mean for your retirement portfolio. And later, Josh Brown adds another name to his “Best Stocks in the Market.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the record-setting rally can regain momentum as stocks stall. Plus, we hit the latest Calls of the Day on multiple names.  And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks with the economy once again in question and markets entering a historically rocky period. Plus, Palantir hitting a record high after earnings, it’s our Chart of the Day. And later, Josh Brown adding Dominion Energy to his “Best Stocks in the Market.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the future of the rally following one of the worst weeks for stocks since May.  Plus, Joe Terranova shares the details of his latest JOET ETF rebalance. The Committee weigh in on his moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mike Santoli and the Investment Committee debate the market pullback as new trade tensions and a weak jobs report push stocks lower. Plus, the desk share their latest portfolio moves. And later, we take a look at the Committee’s winners and losers for July.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings us the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. And later, the Investment Committee share their latest portfolio moves.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the future of the rally as the Fed decision and mega cap earnings all on deck today.  Plus, Jim Lebenthal making a controversial trade selling Visa, the desk discuss whether it’s a good move. And later, we break down a Call of the Day on Crypto names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the bull run for stocks and whether the market is heading for a shakeout. Plus, some committee stocks are on the move to the downside, the desk share their strategy. And later, Josh Brown is adding a group of names to his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee strategize ahead of this pivotal week as mega cap earnings, the Fed decision and job report loom large. Plus, we debate the latest calls of the day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee prepare for the huge week ahead as the Fed Decision, more mega cap earnings and the tariff deadline loom over the market. Plus, the desk share their most recent portfolio moves. And later, we get to the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what the AI arms race means for the rally as Alphabet increases its spending plans. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights another name on his “Best Stocks in the Market.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the critical stretch for your money as mega cap earnings begin later today. Plus, we take a look at the latest Calls of the Day. And later, the desk discuss the earnings setup for the rest of the week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate whether the rally is running on fumes as the market gears up for tech earnings. Plus, Stephanie Link details her latest portfolio move in the banking sector. And later, Josh Brown gives an update on his “Best Stocks in the Market.”  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate whether investors should continue riding the record rally or take profits.  Plus, the desk discuss the latest Calls of the Day. And later, the Committee share their latest portfolio moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the future of the rally as next week brings key economic data and quarterly earnings from nearly 20% of the S&P.  Plus Kevin Simpson making some major portfolio moves, he shares them all with the Committee. And later, we hit the latest Calls of the Day on Eli Lilly and Materion. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate whether its time to trim exposure in some of the high-flying stocks like Nvidia.  Plus, the desk share their latest portfolio moves. And later, Josh Brown highlights another name in his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the new White House Drama coming out of Washinton and what it means for the market. Plus, the desk discuss the latest Calls of the Day. And later, we get to the Earnings Setup on United Airlines, reporting after the bell today.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the record run, as the Nasdaq and S&P 500 hit fresh all-time highs. The experts discuss how to trade the big banks as they kick off earnings. Josh Brown is back with his “Best Stocks in the Market.” Calls of the Day include 3M, Otis Worldwide, and American Express. The panel reacts to Uber’s new partnership with Baidu.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC’s Dominic Chu details today’s ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the best moves to make in this resilient market despite today’s pullback. Plus, the desk debate their latest portfolio moves. And later, Bitcoin hitting another record high, Tanaya Macheel joins us with the latest news in the crypto sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether it’s safe to continue buying stocks as another tech record hits the tape. Plus, the desk share their latest portfolio moves. And later, Josh Brown reveals another company making it into his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Nvidia hitting a four trillion market cap for the first time and what it means for the stock and sector.  Plus, Bill Baruch is launching a new portfolio focused on miners and precious metals, he calls in with the details.  And later, we get to the Setup on some key names reporting this week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the continued run in stocks as more street strategists raise their S&P targets.  Plus, the desk share their latest portfolio moves. And later, Uber hits a new record high as Tesla faces pressure, the Committee break down the trade.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether the rally can continue as stocks trade at highs with tariffs and earnings looming. Plus, Bryn Talkington calls in with her options strategy on Tesla as Elon Musk returns to the political fray. And later, the desk debate the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the best way to play the markets as stocks hit new highs. Plus, Apple leads the Dow today and gets an upgrade from Jefferies, the desk discuss whether the tide is turning for the name. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee focus in on the second half of the year as the strongest month of the year gets underway. Plus, the Senate passes President Trump’s sweeping tax bill, the desk debate what it means for the market. And later, Josh Brown adds another name to his ‘Best Stocks in the Market.’ Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss your playbook for a record high stock market as the second half is about to get underway. Plus, the desk share their latest portfolio moves. And later, the Committee debate the latest Call of the Day on Disney. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the record setting rally as both the S&P and the Nasdaq hit new highs.  Plus Brian Belski defends his $6,700 price target on the S&P. And later, the desk debate what to do with Nike after the stock surges following their Fiscal Q4 report.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate their “New High Playbook” as stocks close in on another major milestone.  Plus, the desk discuss some of their stocks on the move. And later, Josh Brown reveals a new name for his “Best Stocks in the Market”Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the tech takeoff as the sector hits a new all-time high. Plus, Brian Belski calls in with his revised price target for the S&P 500.  And later, the desk debates the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee react to Fed Chair Jerome Powell’s testimony on Capitol Hill today.  Plus, the desk debate the latest Calls of the Day. And later, Josh Brown reveals a new addition to his “Best Stocks in the Market.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the busy week for your money with investors watching the Middle East and the Fed Chair on the Hill over the next two days. Plus, we discuss the latest Calls of the Day. And later, the desk reacts to breaking news out of Qatar. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Investment Committee debate whether the market can hit new highs following the fed meeting and the uncertainty over Iran. Plus, the desk discusses how to trade some of their stocks on the move. And later, Josh Brown gives an update on one of his “Best Stocks in the Market”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the outlook for stocks ahead of Chair Powell’s Fed meeting today. Plus, the Investment Committee share their latest portfolio moves. And later, the desk discuss what the GENIUS act passage means for the crypto sector.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the edgy markets with weaker retails sales, the VIX rising, and tensions in the Middle East affect stocks. Plus, the Committee reveal their strategies so some of their stocks on the move. And later, Josh Brown gives us an update on some of his “Best Stocks in the Market” list.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the path for stocks as the market rises with many variables in the background, from the Israel – Iran conflict, a Fed Meeting, and the G7.  Plus, the Investment Committee share their latest portfolio moves.  And later, we discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the fallout of Israel’s attack on Iran and the impact on stocks and other asset classes. Plus, we discuss the latest Calls of the Day and how to trade them.  And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss everything from the markets, to AI, to the future of his “Invest America” plan. Plus, the Committee detail their latest portfolioe moves.  And later, Chime Financial goes public in our hour, Leslie Picker joins us with the latest.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the market reaching for new records with the S&P within 2% of an all-time high. Plus, Steve Weiss shares some of his latest buys. And later, we debate the latest Call of the Day on Goldman Sachs. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment debate the tech sector’s surge over the past month, pushing stocks within distance of new highs. Plus, McDonald’s getting a double downgrade to sell at Redburn Atlantic, it’s our Call of the Day, the Investment Committee discuss how to trade the name. And later, the desk share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are live in Cupertino, California at Apple’s Worldwide Developer’s Conference to debate what to expect from the company.  Plus, Stephanie Link details her latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Halftime Report Investment Committee breaks down today’s market action as stocks jump following a strong jobs report. Plus, Kevin Simpson lays out his strategy for Tesla amid the brewing battle between Pres. Trump and Elon Musk. And Josh Brown has a big update to his “best stocks in the market”. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee react to the news that President Trump and President Xi held a call discussing trade this morning. Plus, the desk making some major portfolio moves, they share the details. And later, we delve into the brewing fight between President Trump and Elon Musk.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate stocks nearing all-time highs as the economy shows signs of weakening. Plus, Jim Lebenthal shares his latest portfolio moves. And later, the desk discuss what to do with some of their stocks hitting hot streaks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Summer Setup for stocks as another firm says record highs are coning in the months ahead. Plus, the Committee share their latest portfolio moves. And later, the desk debate the rideshare wars heating up, with Waymo, Uber and Tesla battling for dominance in the space. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate the Summer setup for stocks as we kick off a new trading month. Will there be a June swoon or surge?  Plus, Oppenheimer downgrading the banks, it’s our Call of the Day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the road ahead for stocks as we close out the best month for the market since November 2023.  Plus, we go live to Morgan Brennan’s interview with JPMorgan CEO Jamie Dimon. And later, Scott Wapner brings you the latest from his interview with Third Point’s Dan Loeb.  Mad Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand.  Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee’s May report cards.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment committee debate whether rising rates pose a threat to the record rally.  Plus, Stephanie Link shares her latest portfolio move. And later, Josh Brown highlights another stock on his “best stocks in the market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the nest move for stocks as the S&P and Nasdaq snap their 6-day win streaks. Plus, the Committee discuss Tesla after David Faber’s wide-ranging interview with Elon Musk yesterday.  And later, the desk shares their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains for the S&P 500. Plus, Josh Brown has an update to one of his Best Stocks in the Market group. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the Moody’s Downgrade of America’s credit rating and discuss what it means for the market. Plus, Bill Baruch buying a biotech name, he calls in to share the details. And later, the desk cover the latest Call of the Day on Netflix.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the rally has legs as stocks continue to rebound. Plus, multiple moves from the Investment Committee – they share the details of their latest trades. And later, UnitedHealth having a tough week, the desk debates how to trade the name from here.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the road ahead for stocks and how rising rates could impact the market. Plus, the Investment Committee share their latest portfolio moves. And later, Josh Brown adds another stock to his “Best Stocks in the Market.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the markets run to new highs and how to navigate the move. Plus, we debate the latest calls of the day on Robin Hood, UnitedHealth, Abbvie and more. And later, the desk reveal their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it’s our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the market rebound and whether there’s more room to run in stocks. Plus, the Committee share their latest portfolio moves. And later, we discuss a Call of the Day on Target, the desk shares their retail strategy.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether it’s time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it’s our Chart of the Day. And later, Josh Brown reveals some of his latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates the latest Calls of the Day.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks as the S&P 500 goes for 10-straight days of gains. The experts detail their latest portfolio moves. Altimeter Capital Founder and CEO Brad Gerstner joins as the Halftime Headliner. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of the 151st Kentucky Derby. The Setup is on Ferrari, Zoetis, Elanco Animal Health.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share the details.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks in this highly volatile market. Plus, Alphabet earnings after the bell tonight, the desk debate how to trade the tech giant. And later, the Committee debate how to trade some stocks on the move today.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the new trade war headlines driving stocks sharply higher. Plus, the Committee share some of their latest portfolio moves. And later, we give you the setup on some key names reporting earnings this week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rebound for stocks as the Dow heads for its worst April since 1932. Plus, the desk debate Tesla’s earnings report tonight. And later, Leslie Picker brings us an exclusive interview with Disney Chairman James Gorman. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the shaky markets with rates, the dollar and earnings all closely watched by investors. Plus, the desk is making some moves amidst the volatility, they explain why. And later, Bitcoins moves higher as stocks slide, Tanaya Macheel joins us with the latest crypto news.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks in the market” list.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the continued fallout from Trump’s Trade War as Nvidia shares fall sharply on the new export rules. Plus, the Investment Committee make some portfolio moves. And later, the desk debate the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the worst of the turbulence is over for stocks. Plus, Josh Brown making a major portfolio move, selling Alphabet and buying Netflix, he explains why. And later, J.P. Morgan's Head of Global Markets Strategy Dubravko Lakos joins us with his 2025 market strategy and outlook.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss tariff whiplash with the markets looking to build on last week’s gains. Plus, the Committee share their latest portfolio moves. And later, the desk discusses Roth’s new note about stocks that are “Diamonds in the Rough.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate another volatile session for stocks following Wednesday’s historic moves. Plus, legendary commodities investor Mark Fisher joins us with his best trade I the market.  And, the Investment Committee continue to make portfolio moves amid the volatility, they share all the details.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the sharp downturn in the market following yesterday’s historic move.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee navigate the turbulent markets as tariff news continues to push volatility in the markets. Plus, BMO cuts its price target to $6,100, Brian Belski calls in to explain why. And later,  the Committee share their latest market moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the volatility in the markets as the indices started the day strong but start to give back gains during the hour. Plus, the desk making more moves in their portfolios as the market whipsaws, they share the details. And later, Jenny Harrington out with a new book on dividend investing, she explains how her strategy can work in a volatile market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee assess the damage Trump’s Trade War has done to the market so far, and debate what’s to come. Plus, Leslie Picker joins us with some comments from Larry Fink, stating that we might be in a recession right now, the desk discusses his comments. And later, some committee members are making some moves, they detail their trades.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the market selloff as the Trump Tariffs weigh heavily on the major indices. The Committee share some of their portfolio moves as markets plummet with some members buying as the market continues to fall. And later, Josh Brown calls in with his take on the selloff and shares some moves he’s making.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the Trump tariff sell-off after a much worse than expected outcome. Plus, Josh Brown is buying a stock amidst the sea of red in the market, he breaks down why. And later, Altimeter Capital’s Founder and CEO Brad Gerstner joins us to discuss Tariffs and how he’s thinking about some of his current positions in the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate “Escalation Day” as new tariffs are set to be announced later this afternoon. Plus, the desk making some major portfolio moves, they detail them all. And later, we go through the Committee’s quarterly report. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the President’s so-called “Liberation Day” as it looms large over the market. Plus, Stephanie Link shares some of her latest portfolio moves. And Josh Brown discusses some of his quarterly winners and losers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Listen to 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.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee reassess the markets as stocks fall into the afternoon. Plus, the desk making multiple moves in their portfolios, they share all the details. And, we continue to monitor the Coreweave IPO.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the latest tariff news and what it means to the market and your money. Plus, the desk discusses financials as Jefferies falls after releasing negative guidance.  And later, Josh Brown says Zscaler is on the verge of a breakout, it’s one of the stocks he has on his “Best Stocks in the Market” list.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the bounce in stocks is sustainable. Plus, multiple moves being made by the Committee, they reveal them all. And later, the desk discuses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the U.S. exceptionalism trade is still on given the uncertainty about tariffs and the economy. Plus, Josh Brown brings us a Trade School on Toast, a stock that’s he’s been in and out of a few times already. And later, the Committee share their latest portfolio moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether stocks can continue their reversal higher. Plus, multiple Committee members are making some major portfolio moves, they detail their latest trades. And later, the desk discusses the latest calls of the day. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the stormy stock market and how to navigate all the uncertainty. Plus, Josh Brown gives an update on why he’s getting rid of one stock in his “Best Stocks in the market List” And later, Tanaya Macheel joins us with the latest news ahead of the SEC’s first Crypto Task Force meeting and what it will mean for the space. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks in this uncertain market after Fed Chairman’s Powell speech yesterday and Tariffs looming large. Plus, Josh Brown names another stock to his “Best Stocks in the Market List.” And later, Michael Ozanian joins us with the latest on the Boston Celtics sale. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. And later, the desk discuss the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee are live from “Future Proof Citywide” in Miami Beach to discuss this critical moment in the market. Wedbush Securities’ Dan Ives joins us to discuss Alphabet’s acquisition of Wiz. And later, BMO’s Brian Belski joins us to defend his firm’s 6,700 price target on the S&P. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee debate the setup for stocks following the Dow’s worst week in a year. Plus, the desk discusses the latest Calls of the Day on Netflix, Exxon and Diamondback Energy. And later, we hit some Committee stocks on the move today.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the unsettled markets as stocks try for a Friday bounce back. Plus, the desk debate the latest Calls of the Day. And later, the Committee give you the Setup on some key names next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether stocks are a buy or sell as market turmoil continues. Plus, the desk making major portfolio moves, they detail them all. And later, Josh Brown gives an update to some of his “Best Stocks in the Market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether it’s time to buy stocks as the unsettled market tries to bounce today. Plus, we discuss the latest Calls of the Day in the airlines, Uber and more. And later, Goldman Sachs reveals its “Stable” stocks in the market list, the desk pick their favorite names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the continued selloff and debate how low stocks can go after President Trumps announcing new tariffs today. Plus, the desk making some major portfolio moves as the market slides lower, they share their trading strategies. And later, Josh Brown gives an update on his ‘Best Stocks in the Market’ list.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the ‘detox’ trade as stocks resume their selloff. Plus, Stephanie Link buying multiple stocks, she reveals her trading strategy. And later, the desk give you their Earnings Setup on Oracle and Adobe, both reporting this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the turbulent and volatile markets after President Trump announces reciprocal tariffs could start as early as today.  Plus, the desk discusses their momentum strategy after stocks like Palantir and Applovin lose steam. And later,  we take Fed Chair Jerome Powell’s comments live at the U.S. Monetary Policy Forum. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the trade war and how it’s affecting the markets and your money. Plus, the desk debate the trouble with momentum stocks and how to trade them. And later, Josh Brown reveals two more stocks on his “Best Stocks in the Market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the tariff trade and what it means for stocks and your money. Plus, Crowdstrike falling after reporting a weak earnings outlook, it’s our Chart of the Day. And later, the desk debates the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Trump’s tariffs as Canada, Mexico and China announces retaliatory tariffs pushing stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, travel and leisure stocks getting hammered today, the Committee discuss their strategy in that sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the unsettled market as Nvidia falls again and ‘Tariff Tuesday’ looms large. Plus, Steve Weiss making some major portfolio moves, he breaks them all down. And later, Mackensie Sigalos joins us with the latest on the President’s Crypto Reserve announcement. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the tech wreck and how you should trade it. Plus, the committee making some major portfolio moves, they reveal them all. And later, the desk reacts to the fiery meeting at the White House today and what it means for stocks. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Nvidia aftermath with the stock under pressure today after reporting earnings last night. Plus, the Committee share their latest portfolio moves. And later, Bob Pisani brings us the latest on the first ever private equity ETF that opened for trading this morning. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the much anticipated moment of truth for Nvidia, as the company is set to report earnings tonight. Plus, multiple committee stocks are on the move, the desk discuss their strategies. And later, we give you the setup on some other key names reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the troubled tech sector as the Nasdaq heads for its 4th straight down day. Plus, Jenny Harrington details her latest portfolio moves. And later, Josh Brown reveals his two best stocks in the market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the unsettled market and what it means for you money. Plus, the Committee detail their latest portfolio moves. And later, the desk picks through some of the most overbought and oversold stocks in the market.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the miserable week for momentum stocks and what it means for the broader market. Plus, multiple committee members making some major portfolio moves, they reveal them all.  And later, a Call of the Day on Defense stocks, the Committee debate the sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Palantir plunge and what this means for the other momentum names. Plus, the desk debate the latest Calls of the Day on multiple names they own. And later, the committee detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally’s momentum and whether it’s starting to fade. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on some key names reporting tomorrow. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 debate the latest Calls of the Day on Merck and Gilead. And later, the Committee give you The Setup on some key names reporting this week. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Calls of the Day. And later, Josh Brown shares some of his best stocks in the market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. And later, Josh Brown reveals one chart you should be watching.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 share their latest portfolio moves. And later, the Committee discuss the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the bull market following Fed Chair Powell’s Testimony before the Senate Banking Committee. Plus, the desk debates the latest Calls of the Day on Schwab, Vertex and Transocean. And later, the Committee reveal their latest portfolio moves.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Plus, President Trump announcing new tariffs on steel and aluminum imports into the U.S. And we’ll break down the best and worst ads of the big game, and hear from the CEO of Fetch on the heels of their $1.2M giveaway last night. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 stocks are on the move, they detail their trading strategies on those names. And later, the desk give you the Setup on key earnings reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Meta as the stock marches higher, distancing itself from the other Mag7 names. Plus, the desk debate the latest Calls of the Day on Skywroks and Roblox. And later, Josh Brown gives a trade update on Moody’s, the stock he recommended to Al Michaels yesterday.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate several wide-held names hitting new all-time highs today. Plus, the desk detail their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the Super Bowl and get some stock picks from the Committee.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the big tech trade as Alphabet, Amazon and Apple all under pressure today. Plus, Joe Terranova details more of his JOET rebalance. And later, the Committee discuss the latest Calls of the Day on Exxon and Robinhood.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 highs, it’s our Chart of the Day. And later, Brian Belski joins us with his portfolio rebalance, he details all the moves Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the tariff turnaround as stocks come off their lows after the White House pauses tariffs on Mexico for one month. Plus, Joe Terranova details his quarterly ETF rebalance.  And later, Brian Sullivan joins us with the latest on the oil markets as tariffs loom.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Nvidia, Apple and Tariffs with special guest Jim Cramer. Plus, Deckers sinks on weak Q4 outlook,  it's our Chart of the Day. And later, the desk discusses their latest portfolio moves.  Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 some major portfolio moves, they reveal them all. And later, Josh Brown shares his best stocks in the market list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen and more. And later, the desk discuss the latest Calls of the Day and how to trade the names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 CEO Michael Ovitz joins us to discuss AI, Tech, and what it means for the future of Media and Technology.  And later, billionaire Investor Mark Cuban calls in to discuss the AI and tech trade.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 making a new buy in this home improvement name, he explains why he’s buying it now. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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.  Plus, the desk debates some fintech Calls of the Day. And later, former NFL player Brandon Copeland joins us to discuss the big business of college football.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 economic leaders at Davos. The experts detail their latest portfolio moves. Josh Brown updates his best stocks in the market list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 moves, he shares the details of his trades. And later, the Committee discuss the latest Calls of the Day in Royal Caribbean and Costco.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 stocks that are on the move today. And later,  we cover the latest Calls of the Day on Teradyne, Reddit, Northrop Grumman and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 popping. Plus, the desk making some major portfolio moves, we reveal them all. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss today’s stock surge as the latest inflation report brings some much-needed rate relief. The experts detail their latest portfolio moves. The Calls of the Day include Netflix, Walmart, Devon Energy, and EQT. Jenny Harrington explains her dividend investing strategy. The Setup ahead of earnings includes UnitedHealth, Taiwan Semiconductor and Fastenal.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, the Investment Committee detail their latest portfolio moves. And later, Josh Brown shares some updates to his “Best Stocks in the Markets” list.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss rising rates and whether the bullish backdrop has now changed. The experts detail their latest portfolio moves. Josh Brown revisits his best stocks in the market list. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the blowout jobs report pushing yields higher and stocks lower.  The desk debates the fallout for the market and your money. Plus, the Committee discuss the crypto trade with the Trump administration taking office later this month, CNBC’s Tanaya Macheel joins us with the latest. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss if rising rates will ruin the rally. The experts detail their latest portfolio moves. The Calls of the Day include Leidos, Accenture, Travelers, and Allstate. The panel debates the software playbook for 2025. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Day in Shake Shack, Lululemon, Freeport-McMoran and more. And later, Josh Brown discusses the risks of a purely dividend-focused stock strategy.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 in their portfolios, they reveal them all. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the latest Calls of the Day on Netflix, Dell, TJX and more. And later, the road ahead for crypto in 2025. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 says this Joe Terranova name is shaping up to be one of the best stocks in the market. And later, the desk discusses the travel trade in 2025. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the final trading hours of the year. Plus, Communication Services and Tech leading the charge again, up nearly 40 percent this year, the Committee reveal their 2025 strategies. And later, class is in session, Josh Brown shares his Trade School on ETFs in the new year. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC's Tanaya Macheel speaks with Zach Pandl, Managing director of research for Grayscale, to break down the cryptocurrency market's explosive 2024. Pandl also shares what thinks could drive digital asset prices even higher in 2025 and takes questions from Pro subscribers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Committee stocks on the move today. And later, Nat Gas is up 58% year-to-date, the desk debates the energy sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, Josh Brown shares his bull case for Starbucks as the stock heads into year-end down over 3%. And later, Kevin Simpson reveals his latest portfolio move. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Committee discuss some of Wall Street’s favorite stocks for the New Year including 3M, Amazon and Dell. And later, we’ll give Bryn Talkington her year-end portfolio report.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment committee debate the final stretch with just six trading days left in 2024. Plus, the Committee share their latest portfolio moves. And later, Rob Sechan gets his year-end portfolio graded. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 talking the committee's big winners and losers as we close out 2024. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the next moves for the market.  Senior Markets Commentator Michael Santoli joins with his Midday Word. Josh Brown talks about Warner Brothers Discovery as the new Superman trailer is released. The experts review some of their top leaders and laggards in the Halftime year-end report card.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if Nvidia can regain its momentum. The experts detail their latest portfolio moves ahead of the Fed decision. Our Calls of the Day are on Tesla, Uber, Citizens Financial, and Netflix. CNBC Senior Markets Commentator Michael Santoli joins with is Midday Word. The Setup ahead of earnings includes Lennar, Accenture, and Cintas. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 opportunity beyond the Magnificent 7?  Plus, Bitcoin continues to rally – why one trader says to keep riding the momentum.    And the Dow’s next move as the index heads for its ninth straight day of declines.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, the next move for semiconductors as Broadcom hits a new record high.  And Nike quarterly results – the company has underperformed but could this be an inflection point?Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scot Wapner and the Investment Committee debate the year’s final stretch and whether another run for stocks is likely. Plus, Broadcom surging today after earnings and hitting a trillion-dollar market cap, it’s our Chart of the Day. And later, the desk detail their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 today, it’s our Chart of the Day, Jim Lebenthal is holding onto it, he explains why. And later, the Committee detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 detail some of their stocks that are on the move. And later, the Committee debates the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 portfolio moves, they reveal all the details. And later, the Committee discusses the latest Calls of the Day in Block, Broadcom and UPS Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 our Chart of the Day, shareholder Josh Brown calls in with his thoughts. And later, Steve Weiss reveals his latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss rising stocks and whether you should keep buying the rally. Plus, Docusign surging after earnings, it’s our Chart of the Day. And later, the Committee detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 crypto surge and his new book “The Little Book of Bitcoin” Plus, the desk discusses the latest Calls of the Day on Toast, Abbvie and Berkshire Hathaway. And later, Josh Brown shares some stocks on his market watchlist. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 earnings, it’s our Chart of the Day. And later, the desk discuss the latest Calls of the Day in Uber and Apollo Global. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss stocks hovering at record highs as the desk make some major portfolio moves. Plus, the Committee debate the latest Calls of the Day. And later, Kate Rooney joins us with the latest comments from Andy Jassy at the Amazon re:Invent Conference in Las Vegas. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 stepping down and Jenny Harrington is selling, it’s our Chart of the Day. And later the Invest Committee debate the latest Calls of the Day in Tesla and Block.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the latest Calls of the Day. And later, the Committee reveal their biggest winners and losers for November, and what they’re doing with those stocks now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the rally amid potential tariffs coming with the new administration. Plus, Amgen on pace for its worst day since October, 2000, it’s our Chart of the Day, the desk debates the name and the biotech sector. And late, the Investment Committee debate the latest Calls of the Day on Zoom and Delta. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Tesla, it’s our Call of the Day. And later, the desk details their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC's Dominic Chu speaks with Dan Clifton, partner and head of policy research for Strategas Securities, to look beyond the postelection rally and find out which businesses could get a boost in Trump's next term. Plus, he takes stock-specific questions from Pro subscribers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvidia earnings, the markets and more. Plus, Snowflake surging today, it’s our Chart of the Day. Brad Gerstner and Stephanie Link both own the stock and discuss what’s next for the name. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are live from the Schwab Impact Conference in San Francisco discussing the current market set-up and gearing up for Nvidia earnings tomorrow. Plus, Target plunging today to a 52-week low after earnings, it’s our Chart of the Day, shareholder Stephanie Link calls in to detail her strategy on the name. And later, Jeffrey Kleintop, Schwab Chief Global Investment Strategist join's CNBC's "Halftime Report" to discuss global strategies and his 2025 outlook for stocks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate the rising geopolitical and regulatory risks facing the markets as the rebound in stocks creeps into positive territory. Plus, Kate Rooney joins us with an exclusive interview with Robinhood CEO Vlad Tenev and TradePMR CEO Robb Baldwin as they announce Robinhood’s purchase of TradePMR. And later, a Call of the Day on Reddit, getting a big price target raise at Piper Sandler. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 election, it’s our Chart of the Day, the desk debates how to trade the stock now. And later, Netflix hitting a new record high, the Investment Committee discuss their streaming strategy. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks as Nvidia earnings loom large next week. Plus, Kevin Simpson and Jenny Harrington share their latest portfolio moves. And later, The Investment Committee discuss how the Tyson/Paul fight tonight on Netflix will affect the stock and how you should trade it. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the post-election rally and how to position your portfolio into year-end.  Plus, Josh Brown says some stocks are poised for a breakout, he shares the details. And later, Steve Weiss buys Bitcoin again, he explains why. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the post-election rally and how to trade it now. Plus, the Investment Committee discuss what they’re buying and selling at record highs. And later, we cover the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate the state of stocks as the record rally takes a breather. The experts detail their latest portfolio moves. The Chart of the Day is bitcoin. The Calls of the Day include Snowflake, Wells Fargo, and Salesforce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 stock getting slammed today, he reveals why. And later, the desk gives you the setup on earnings this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 their latest portfolio moves. And later, Josh Brown calls in with a trade update on two of his food names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally in stocks with another rate cut likely today. Plus, Vistra surging after earnings, it’s our Chart of the Day, Rob Sechan owns it and calls in with his strategy. And later, Josh Brown gives you the setup on two of his names reporting after the bell todayInvestment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the market surging today as Donald Trump is elected President once again. Plus, the Healthcare trade is ripping today, the desk discusses how to trade the move. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the election and what the results will mean for the market and your money. Plus, Oppenheimer raises their price targets for the big banks, it’s our Call of the Day, the Committee debate it. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the critical week for stocks with the election tomorrow and a Fed decision looming. Plus, Josh Brown making some major moves in his portfolio, he reveals his latest buys. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 looming large. Plus, Steve Weiss and Josh Brown making some moves in their portfolios, they give you the details. And later, the Investment Committee debate the latest Calls of the Day. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate big tech as Meta and Microsoft fall after earnings. Apple and Amazon on deck tonight. The desk explains their latest portfolio moves. Josh Brown and Bill Baruch also join in with their latest trades. Calls of the day include KLA Corp., Target,  and GE Healthcare.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee count down to Meta and Microsoft earnings after Alphabet beats and the stock surges. Plus, the desk debates the latest Calls of the Day. And later, the Committee give you the Earnings Setup for some stocks reporting this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee prepare for Alphabet Earnings as big tech takes center stage. Plus, the Committee making some portfolio moves, they break them all down. And later, the desk talks about some other non-tech names reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 committee members is trimming Alphabet, they explain why. And later, JPM’s Steven Tusa joins us with his bullish case on 3M, it’s our Call of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 major moves in their portfolio, they reveal their latest trades. And later, Deckers up double digits today after reporting earnings, it’s our Chart of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 of Wall Street expertise to decide which stocks are overbought and which could be on the cusp of an upswing. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks] Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the day is ServiceNow hitting a new record intraday high. The experts debate a large group of earnings movers and analyst calls of the day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate stocks heading lower today as yields rise. Plus, McDonald’s falling after an E. Coli outbreak is linked to the Quarter Pounder, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Plus, Boeing Machinists are voting tomorrow on their strike, Phil Lebeau joins us with the Union President to discuss the latest on the strike and what’s next for his members. And later, the Committee discuss the latest calls of the day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 down the latest Calls of the Day. And, the desk share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how to best position your portfolio as the Dow comes off another record high. Plus, Kevin Simpson making some moves in his portfolio, he reveals the details. And later, the Investment Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the everything rally as stocks continue hitting record highs. Plus, the desk debate the latest Calls of the Day. And later, we’ve got a trade update on one name Josh recommended to a special guest last month. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee debate whether investors are being too bullish as stocks eye fresh record highs. Plus, the desk shares their latest portfolio moves including a sell on ASML and a trim of Netflix. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live from the Cais Alternative Investment Summit in Beverly Hills today with some exclusive interviews from several industry leaders. Plus, the Investment Committee debate the latest Calls of the Day. And later, Ian Charles tells us why his firm has focused on arguably the hottest alternative asset class of all, Sports.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee discuss stock hitting record highs as the bull market enters its third year.  Plus, the desk making some moves in their portfolio. And later, we debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 drop after its robotaxi event. Calls of the day include Netflix, AbbVie, and Regeneron. The experts give the setup on key earnings to report next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the record run for stocks as the markets digest another inflation report. The experts detail their latest portfolio moves. Kristina Partsinevelos joins with a News Alert on AMD. Calls of the Day include Netflix, PayPal, Honeywell, and more. Bob Pisani takes a look at the China trade in today’s ETF Edge. Plus, the desk reacts to new details on Pfizer’s activist fight.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Calls of the Day. And later, the Committee reveal their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 top tech names get downgrades. Plus, Rick Rieder joins us to share his view of the market. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 rising and earnings season on tap. Plus, Brian Belski joins us for the hour with multiple moves in his portfolio, he shares the details. And later, the desk discuss the latest Calls of the Day, including a Street Fight brewing around Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and debate whether stocks are in a “Goldilocks” range. Plus, the desk talks about some stocks on the move and how to play them. And later, Mike Santoli joins us with his mid-day word.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 latest Calls of the Day. And later, we talk sports valuations as one NFL team reportedly looks to sell a stake in its franchise to a PE firm. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 of the Day. And later, the Committee question how safe it is to bet on China.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the new quarter for stocks with several major events looming. Plus, we debate the latest Calls of the Day. And later, Josh Brown has a Trade School on the 60/40 Portfolio. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 their most recent portfolio moves. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee discuss stocks are record highs as another key inflation report shows that prices continue to cool. Plus, the desk reveal some major portfolio moves they’ve been making. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the rising market as Micron and China-related names surge.  Plus, Bill Baruch calls to share what he’s doing with Micron and the rest of his portfolio. And later, the Committee discuss the latest Calls of the Day on Tesla and On Holding. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, Bill Baruch joins us with his most recent Options trade on Micron. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the record run for stocks as the bull market sees major inflows. Plus, the Committee reveal their latest portfolio moves. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss stocks hitting new record highs and the post rate cut playbook. Plus, Steve Weiss making some moves in his portfolio, he reveals what he’s selling. And later, the  committee debate the latest calls of the day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee talk to BMO’s Brian Belski, the new biggest bull on Wall Street with a $6100 price target for the S&P 500. Plus, we’ve got a Chart of the Day on Nike, down 20% YTD and the CEO stepping down yesterday.  The desk debates how to trade the name. And later, a Call of the Day on Paypal, the committee reacts to Amazon partnering with the payment processor. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the record rally following yesterday’s historic rate cut. The Committee share their latest moves.  Plus the desk debates the latest calls of the day. And later, gold nearing all-time highs, the committee discuss how to play the soaring commodity. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate what the Fed will do with rates and how will it affect the market. Plus, the Committee makes some major portfolio moves ahead the Jerome Powell’s speech. And later, the desk discusses the latest calls of the day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are live in Huntington Beach, California at the Future Proof Conference to discuss the market ahead of tomorrow’s fed decision. Plus, the committee making some portfolio moves, they share the details. And later, CNBC’s Tanaya Macheel joins us to discus the future of crypto trading.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee discuss the Dow hitting a new all-time high ahead of this week’s critical fed decision. They debate whether we’ll see a 50 basis point cut. Plus, Apple iPhone pre-orders are not hitting their targets, it’s our Chart of the Day. And later, the desk debates the latest calls of the day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee debate whether a bigger breakout is building as stocks close in on fresh record highs. Plus, the desk discusses what’s at stake for the rally as the market gears up for next week’s critical fed meeting. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live at One Market in San Francisco to discuss the tech turnaround with the Investment Committee.  Plus, Jensen Huang chats with Megan Cassella as he an AI meeting at the White House. Plus, the desk share their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the NFL, markets, and his favorite trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live at the Goldman Sachs Communacopia and Technology Conference with an exclusive interview with Goldman Sachs Chairman and CEO David Solomon. They talk about markets, the Fed, the financial sector and last night’s debate. The Investment Committee react to the conversation and discuss the direction of stocks from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee discuss the battered banks as tech turns higher. Plus, Oracle surging after an earnings beat, it’s our Chart of the Day, Bill Baruch owns the stock and calls in with his strategy from here. And later, the desk share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee debate the path forward for your money as stocks bounce back. The experts detail their latest portfolio moves. CNBC's Steve Kovach reports live from Cupertino ahead of Apple's product event. The calls of the day include Eli Lilly and Netflix.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks as a rocky week winds down. Plus, the desk making some major moves in their portfolio, they break them down. And later, we cover the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the road ahead for your money amid the volatility. The experts detail their latest portfolio moves. The Calls of the Day include Berkshire Hathaway, GE Aerospace, Dupont, and Target. Your Best Option is on Tesla.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the unsettled market as fears over the economy weigh on stocks. Plus, Rob Sechan making some portfolio moves, he reveals what stock he’s buying more of. And later, the Committee discuss the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss stocks sliding today as semi stocks fall. They are having their worst day since August 2nd. Plus, Josh Brown gets stopped out of NetApp, he explains what to do with the stock now. And later, the desk debate the latest Calls of the Day on Oracle, Autodesk and Steel Dynamics. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC’s Mike Santoli and Mike Khouw, chief strategist at Openinterest.PRO, discuss how investors can use options trading to minimize risk and avoid chasing the stock market. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks] Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss their September Setup following an anxious august for the markets. Plus, multiple committee members reveal their latest portfolio moves. And later, the desk talks about their August Winners and Losers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the tech trade after Nvidia’s earnings. The desk debates how to trade tech as Nvidia falls. Plus, the Committee talk about some of their stocks that are on the move today. And later, Bill Baruch sells Duke Energy but Kevin Simpson still owns it, they debate what’s the right move. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the big earnings on tap tonight as Nvidia, Salesforce and Crowdstrike report in a matter of hours. Plus, a Chart of the Day on Super Micro, down big today after delaying its 10k, Joe Terranova owns it and discusses his strategy from here. And later, the Committee look at some of their “comeback kid” stocks that are up big from their August 5 lows. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the broadening story for stocks and whether you should finally believe in it. Plus, some major moves in the Committee’s portfolios, they reveal them all. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the entire rally is riding on Nvidia’s earnings results as the stock is set to report this week. Plus, the Committee making some portfolio moves, they share their strategy. And later, the desk discusses the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss their rate cut playbook following Fed Chair Jerome Powell’s comments laying the groundwork for coming rate cuts. Plus, the desk share their latest portfolio moves. And later, Steve Liesman joins us with Chicago Fed President Austan Goolsbee to discuss the Fed, rate cuts and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee are on record-high watch as investors await a critical speech from Fed Chair Jerome Powell in Jackson Hole. Steve Liesman joins us with the latest. Plus, the desk share their latest portfolio moves. And later, we take a look at some of the Committee’s high-flying stocks and what they’re doing with them now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally and whether it’s time to be even more bullish or a little cautious. Plus, Target surging today after earnings, it’s our Chart of the Day. And later, the desk discusses the latest Calls of the Day on American Express, Crowdstrike, Charles Schwab and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what’s next for the rally as the S&P goes for a nine-day winning streak. Plus, Bill Baruch trimming multiple stocks from his portfolio, he calls in with all the details. And later, we cover the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the best trading strategy as stocks look to build on their best week of the year. Plus, the desk share their latest portfolio moves. And later, the Committee discuss the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment committee debate whether stocks are heading towards new highs. Plus, the Committee reveals their latest portfolio moves. And later, H&R Block hitting record highs, it’s our Chart of the Day. Shareholder Rob Sechan calls in with his strategy on the stock from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the surging market and whether we are in a “Goldilocks” period. Plus, the Committee share their latest portfolio moves. And later, Cisco surging today after reporting earnings last night, it’s our Chart of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether it’s time to book some profits in your portfolio. Plus, the Committee making some moves, they reveal them all. And later, the desk discuss the latest Calls of the Day on Intuit, TJX Companies, Diamondback Energy and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss three big consumer stories, including a major shakeup at Starbucks. Plus, the desk debates the cyber trade. And we look at Alibaba ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the big week ahead with key earnings and inflation data looming large. Plus, the desk making some major moves in their portfolios, they reveal them all.  And later, we debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the wild week for stocks and how to play the markets right now. Plus the desk discusses their latest portfolio moves. And later, the Committee give you the setup for earnings next week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the bounce back market as stocks and yields both move higher. Plus, a Chart of the Day on Eli Lilly, the stock up today after earnings, the Committee discuss the health care sector. And later, we share the desk’s latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the continued bounce back for stocks and where your money is heading from here. Plus, a Chart of the Day on Super-Micro, slumping today. And later, The Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the attempted bounce-back for stocks wand what’s best right now for your money. Plus, the Committee making some major moves in their portfolios following yesterday’s sell-off, they share all the details. And later, Uber having its best day since February, it’s our Chart of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the market sell-off which is front and center today. Plus, Josh Brown calls in with his thoughts on Berkshire Hathaway’s latest moves. And later, the desk reveal their portfolio strategy as stocks sinkInvestment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee discuss today’s market sell-off following a weaker than expected jobs report. Plus, Bill Baruch sells Intel after buying it just a few weeks ago. He calls in to explain why. And later, a Call of the Day on Morgan Stanely, getting downgraded at Wells Fargo, the desk debates the banking sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the post-Fed playbook as Chair Powell says cuts could be coming soon. Plus, more key tech earnings are in focus, the desk discuss what they’ll be looking for. And, a Chart of the Day on Shake Shack, up 15% so far today, Josh Brown breaks down what he’s doing after the big move higher. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the surging Nasdaq as AMD lights a much-needed fire under the chip trade. Plus, the desk discusses the latest Calls of the Day on McDonald’s Arista Networks and Uber. And later, the Committee give you the setup on some energy earnings coming up this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate where Microsoft could go as the rotation away from the Nasdaq continues today. Plus, a Chart of the Day on Merck, the stock sliding 10% today, the committee discuss the biotech sector. And later, the desk discuss the latest Calls of the Day on Netflix and Whirlpool. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the Tech Sector’s biggest test yet as several big names report this week and try to reverse their recent slide. Plus, Joe Terranova gives a Trade School on Crowdstrike and how he would trade it from here. And later, we cover the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the rally today following a tumultuous week in the market. Plus, 3M on pace for it’s best day ever, it’s our Chart of the Day. And later, Bill Baruch calls in to discuss his latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC’s Dominic Chu sits down with Frank Cappelleri, founder and president of independent research firm CappThesis, as he breaks down how he uses technical analysis to navigate the ever-changing stock market. Cappelleri shares how charts help him find small-cap stars, ETFs poised for a breakout and more. Plus, he takes stock-specific questions from Pro subscribers.CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks]. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the state of the tech trade as the rest of the magnificent seven names get set to report next week. Plus, we discuss the latest Calls of the Day. And later, the biggest IPO of the year, Lineage, starts trading. Leslie Picker joins us with all the details. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee break down the fierce tech selloff pushing the Nasdaq to it’s worst day of the year. Plus, Bill Baruch calls in with his Tesla strategy as the stock is experiencing one of its worst days since January. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dom Chu and the Investment Committee discuss the market’s moment of truth as it gears up for the first round of mega cap tech earnings. Plus, a Chart of the Day on UPS, Jenny owns it and breaks down what to do with the stock from here. And later, Josh Brown gives a Trade School on what to do when a stock like Crowdstrike has a really bad week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Listen to 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.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate stocks sinking today with the S&P 500 heading for its worst week in 3 months. Plus, Crowdstrike plunging today as a botched software update triggers one of the biggest IT global outages in history, it’s our Chart of the Day. And later, the Committee discuss their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the fate of the rally as tech takes another tumble. The experts detail their latest portfolio moves. The call of the day is on CrowdStrike. The chart of the day is Warner Bros. Discovery. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee discuss the Semi Smackdown as chip stocks get whacked and the Nasdaq heads for its worst day of the year. Plus, we cover the latest Calls of the Day. And later, the desk detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dom Chu and the Investment Committee discuss small caps soaring and a fresh record high for the Dow. Plus, the Committee share their latest portfolio moves. And later, we debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dom Chu and the Investment Committee discuss stocks at record highs as we await Fed Chair Powell’s interview at the Economic Club in Washington. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the rotation is real as stocks push higher today. Plus, the desk detail their latest portfolio moves. And later, Bill Baruch joins the Committee with his Options trade on Intel in what we’re calling “Your Best Option.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the Russell 2000 with small caps staging the sharpest rally of the year right now. Plus, Tesla down sharply after postponing a robotaxi announcement, shareholdrs Bryn Talkington and Bill Baruch detail their strategy in the stock. And later, the desk reveal their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the record run for the market as stocks hit new highs again. Plus, we’re continuing to monitor Fed Chair Powell’s testimony at the House Financial Services Committee. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss their strategy following Powell’s testimony at the Senate Banking Committee this morning. Plus, the desk discusses the latest Calls of the Day on Netflix, American Express, Devon Energy and more. And later, the Committee talk about some stocks that are hitting new 52-week highs. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the continued stock surge as the S&P and NASDAQ hit more new highs. Plus, the desk discusses the latest Calls of the Day on Union Pacific, JPMorgan, ServiceNow and more. And later, Corning leads the S&P today, it’s our Chart of the Day. Shareholder Josh Brown calls in with his strategy on the stock from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate stocks at record highs led once again by several mega cap tech names. Plus, Jenny Harrington and Bill Baruch making some moves in their portfolios, they share all the details. And later, charged for checking? The Committee discuss how charging banking customers for checking accounts will affect the banks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the second half strategy on this holiday shortened trading day. Plus, we cover some Calls of the Day on Adobe, Oracle, Union Pacific and more. And later, Jim Lebenthal weighs in the reported merger between Paramount and Skydance.  Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we’ve got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss a second half strategy with stocks near record highs and tech up nearly 30 percent this year. Plus, the Committee share their latest trades. And later, Energy stocks hitting a speed bump, the desk discuss their top energy picks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what the second half of the year will hold for stocks. The experts detail their latest portfolio moves. The desk reacts to CNBC’s exclusive Delivering Alpha Investor Survey. The call of the day is on Qualcomm. Legendary sports broadcaster Al Michaels joins to talk AI and the Olympics.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how much is hinging on tomorrow’s inflation report, as the first half of the year comes to a close. Josh Brown doubles his position in Amazon. Micron dips after earnings; Bill Baruch is back with a trade update. The calls of the day include Rio Tinto, Coca-Cola, Disney and AT&T. Jenny Harrington explains why she’s buying more of one medical technology stock.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss if this will be a summer of volatility or more smooth sailing for stocks. The experts detail their latest portfolio moves. The desk debates Nvidia as its annual shareholder meeting gets underway. The calls of the day include Home Depot, Accenture, Shopify, Blackstone, and Caterpillar. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what Nvidia’s correction means for stocks. The experts detail their latest portfolio moves. The calls of the day include Uber, Tesla, and McDonald’s. Bitcoin is bouncing back. The panel checks in on their top contrarian ideas for 2024.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether the rally can last as we approach the second half of the year. The calls of the day include Chipotle, UnitedHealth, and Nike. The experts debate the energy trade. The chart of the day is Alnylam Pharmaceuticals.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally’s durability, Nvidia’s meteoric rise and pullback, and what to do with your money. Plus, we cover the latest Calls of the Day on Palo Alto, Tesla and Freeport-McMoran.  And later, the committee discuss the winners in their portfolio and what to do with them now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss surging stocks as the S&P tops 5,500 for the first time ever, led by Nvidia. The desk debates whether Nvidia’s meteoric rise is justified. Plus, we cover the latest calls of the day. And later, oil hitting $80 a barrel, the Committee share their energy sector plays. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Wall Street getting more bullish as several firms raise their price targets and a survey of fund managers reveals the most optimism in three years.  Plus, the desk is making some moves in their portfolios, they reveal them all. And later, we cover the latest Calls of the Day on Corning, Accenture and Carmax.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee break down the state of the tech trade as Jim Lebenthal adds a new name to his portfolio. Plus, the setup on Lennar ahead of earnings after the bell. And we're going global with a look at international opportunities in ETF market.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Apple reacting the mantle of most valuable stock in the market. The Committee debate what it means for your money. Plus, a Chart of the Day on Adobe, soaring after earnings. And later, we cover the latest Calls of the Day Amazon, Roblox, Citi and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the fresh signs of cooling inflation as the Fed signals just one rate cut before the end of the year. Plus, we’ve got some Calls of the Day on committee names, the desk debate their stocks. And later, the Paramount deal with Skydance falls through, shareholder Jim Lebenthal talks about what’s next for the media name. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate what’s at stake for the market as stocks continue to touch new highs and a Fed meeting is less than two hours away. Plus, The Committee share their latest moves. And we’ve got some Calls of the Day on Lennar, KB Homes, Nextera Energy and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the markets, tech, his latest trades and more. And later, a Call of the Day on Uber, reiterated as a top pick at Citi, the desk have a heated debate on the ride-sharing company.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live from Apple Park in Cupertino, California ahead of Apple’s Worldwide Developers Conference today. The Investment Committee discuss what the conference means for Apple and what they’re expecting from the company. Plus, we cover the latest Calls of the Day on AMD, Snowflake, Uber and more. And later, we give you the setup on some key tech earnings reporting later this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the markets after a hotter than expected jobs report hit the tapes. Plus, we’re monitoring Gamestop as meme investor “Roaring Kitty” has a youtube livestream scheduled in our hour. And later, the Investment Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks]. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Nvidia’s unrelenting move higher as it powers the Nasdaq to it’s best week in more than a month. Plus, The Committee share their latest portfolio moves. And later, Salesforce pushing hire as Value Act Capital takes a stake, the desk reacts.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Nasdaq as the index rallies to another record high. Plus, Crowdstike surging after earnings, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day on Uber, Nextera Energy, Applied Materials and more.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the rally’s next leg will be up or down. Plus, Josh Brown is doubling his position in Amazon, he explains why. And later, we cover the latest calls of the day on American Express, Stanley Black & Decker, and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate their June Playbook with stocks coming off another positive month.  Plus, the desk is making some major portfolio moves, they detail them all. And later, some committee stocks are on the move, they detail their strategy with the names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks, the tech trade and more as May comes to an end. Plus, Carl Icahn taking a stake in Caesars, we bring you the latest. And later, some Calls of the Day on Schwab, Qualcomm and McDonald’s.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the tech sector and how to trade it with one committee member bailing on Salesforce, and another sticking with it. Plus, we cover the latest calls of the day in the healthcare sector. And later, the desk share their latest moves in the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether stocks can withstand rising yields. Plus, American Airlines falling, it’s our Chart of the Day. And later, the desk covers the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the continued tech rally as Apple and Nvidia push the Nasdaq to new highs. Plus, super biotech investor Michelle Ross joins us wither two stocks she owns that are surging. And later, we’ve got some Calls of the Day on Live Nation and Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the state of stocks after another pivotal week for the market. Plus, the desk making some moves in their portfolio, they reveal their latest trades. And later, A Call of the Day on XPO, Jenny Harrington owns it and talks about what to do with the stock now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the details. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Nasdaq’s moment of truth, Nvidia earnings tomorrow. Plus, the desk share their latest portfolio moves. And later, Ares Management is holding their 2024 investor day, Leslie Picker is there and brings us an exclusive interview with Ares Management Co-Founders Michael Arougheti and Tony Ressler. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss stocks extending their record highs today and how to position yourself for an everything rally. Plus cyber stocks on a tear, the desk debate how to trade these names. And later, the Aerospace and Defense ETF, ITA, hits an all-time high. The Committee debate what’s next for the sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss stocks searching for new highs as another key inflation read hits the tape. Plus, the desk is making some major moves in their portfolio, they detail their strategy. And later, we’ve got some Calls of the Day on Roblox, Regeneron, Costco and Edison International. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment committee discuss the record-setting stock market getting close to another major milestone. Plus, some Committee stocks are enjoying win streaks, we discuss what to do with them from here. And later, a Call of the Day on Target, the Committee discuss retail and the consumer.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally in stocks and the pullback in growth. Plus, the desk making some major moves in their portfolios, they detail them all. And later, Roblox shares tanking, It’s our Chart of the Day, shareholder Bryn Talkington calls in with her strategy from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the growth trade as more big names get hammered in today’s session. Plus, the committee share some of their latest portfolio moves. And later, the desk shares the setup on some real estate stocks reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the state of the growth trade, with Bill Baruch calling in to talk about his latest trade in the space. Plus, Altimeter Capital Founder & CEO Brad Gerstner joins us to discuss his outlook on tech and the market. And later, the desk talks about some of their stocks on the move today.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the rebound in stocks and debate whether the bulls once again have the upper hand. Plus, Berkshire trimming some of their Apple position, the Committee debate the move. And later, the desk discusses their latest portfolio moves.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the surge in stocks following Apple earnings and what might have been a ‘perfect’ jobs report for the bulls and the Fed. Plus, the Committee is making some moves in the financials sector, they break them down. And later, legendary sports broadcaster Mike Tirico joins us ahead of tomorrow’s Kentucky Derby. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone, the CIO at Glenview Trust Company, in this special CNBC Pro Talk ahead of the 2024 Berkshire annual shareholders meeting. CNBC Pro’s Yun Li also joins to preview Berkshire’s annual meeting and what investors can expect from the Oracle of Omaha. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks]. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the post-fed playbook as stocks rise following the Fed meeting. Plus, Apple is set to report earnings tonight, the Committee lay out what to expect. And later, the desk making some moves in their portfolio, they reveal their latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the Fed, Markets and Earnings. Plus, Joe Terranova covers his latest rebalance in the JOET ETF. And later, a Chart of the Day on AMD, the desk debates the chip sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks with Amazon earnings just hours away and fresh stagflation fears dragging down stocks.  Plus, we’ve cover the latest Calls of the Day on Live Nation, Citigroup and Boeing. And later, the Committee talk about their stocks on the move. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Listen to 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.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks.  Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate big tech’s big moment with Meta kicking off earnings for the heavily owned group. Plus, the committee discuss stocks that are moving in their portfolio. And later, the Investment Committee the earnings setup for the big names reporting this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Listen to 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.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we’ve got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the tech trade with the Nasdaq tracking for its sixth down week in the past seven. Plus, Powers Advisory Group President, Founder & Managing Partner Matt Powers joins the Investment Committee to discuss his newest dividend stock buys. And later, Stephanie Link is adding to her position in Las Vegas Sands and D.R. Horton, she calls in with the details. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the new reality for stocks as higher rates for longer becomes the accepted baseline. Plus, a big Call of the Day on Apple, Maxim Group calling the stock “Dead Money,” the Committee debate it. And later, Bryn Talkington and Steve Weiss debate what to do with Tesla.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the higher for longer playbook as elevated rates continue to weigh on stocks. Plus, the Committee share their latest moves in the market. And later, we cover some Calls of the Day on Uber, GE Vernova and General Motors. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the bull case for stocks and whether it’s still intact. Plus, Goldman Sachs is our Chart of the Day, the desk debate how to trade the name at these levels. And later, we cover some Committee stocks on the move like Salesforce, Intel, Cisco and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the return of volatility with stocks falling and the Vix spiking as concerns about the rally keep rising. Plus, Bill Baruch is adding to his Apple position, the Committee debate the buy. And later, the desk give you their earnings setup for next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the turbulent week for investors and what it might say about the future of the rally. Plus, we cover some calls of the day on Costco, Chevron, American Express and more. And later, bank earnings officially kick off tomorrow, the desk debate their favorite financial name. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the selloff as the hotter than expected CPI unnerves the market.  Steve Liesman joins us with the look ahead to two Fed speakers on the matter.  Plus, we’ve got some calls of the day on multiple names, the desk break them all down. And later, the Committee give you their top Commodities picks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss tomorrow’s looming CPI Report and what it will mean for the market. Plus, we’ve got calls of the day on Nasdaq, Freeport-McMoran, American Express and Cisco. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the big week ahead for your money as inflation, rates and earnings take center stage. Plus, we’ve got Calls of the Day on Blackrock, Netflix and more. And later, a Chart of the Day on Taiwan Semi, the stock surging after securing a grant from the U.S. government for a factory in Arizona, the desk debate what to do with the stock now.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the rally with stocks maneuvering through an unsettled week. They discuss how to invest right now with rates and earnings in focus. Plus, we’ve got some calls of the day on Uber, United Health, Netflix and more. And later, The desk talks about their 2nd quarter winners and losers, one week in. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the rally with two fed speakers on deck in this hour. Steve Liesman joins us with their latest comments.  Plus, Josh Brown describes the “Cut on, Cut off” market and what it means for your money. And later, the Committee making some major moves in their portfolio, they detail them.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Live from the Sohn Conference, David Einhorn, president at Greenlight Capital, and CNBC’s Scott Wapner discuss Einhorn's thesis behind buying shares of European chemicals company Solvay, his outlook on value investing, and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are live today from the Sohn Conference in New York City. Steve Liesman joins us with the latest from Jerome Powell’s comments at Stanford University. Plus, we’re covering some Committee stocks on the move, the desk debats what to do with Intel, Taiwan Semi, and Booking Holdings. And later, Michelle Ross, StemPoint Capital CIO and Managing Partner, joins us to discuss her latest under-the-radar biotech pick. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the back-up in rates and the selloff in stocks. Plus, Steve Liesman joins us with the latest from Cleveland Fed President Loretta Mester. And later, the Committee discuss their Q1 winners and losers.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee kick off the second quarter with what your playbook should look like. Plus, the Committee discuss their Q1 winners and losers and how they are trading them from here. And, two industrial giants are breaking up this week, the desk weighs in on GE and 3M. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the S&P having its best start to a year since 2019. Plus, we’re keeping an eye on the latest new out of the Sam Bankman-Fried sentencing. And later, the desk discusses their biggest quarterly movers and how to trade them from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to cnbc.com/protalks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how long the rally can last. Altimeter Capital Founder & CEO Brad Gerstner joins to discuss all things tech and his Invest America CEO Council. The desk details their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the road ahead for tech as the sector hits a new record high. The experts detail their latest portfolio moves. The calls of the day include Netflix and a bullish note on the big banks. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the S&P 500 as it paces for it’s fifth straight month of gains. Plus, Boeing’s CEO announced he will step down, the desk discuss what to do with the beaten down stock from here. And later, we cover the latest calls of the day.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate how high can the rally go as the Dow and S&P close out their best weeks of the year. Plus, the Committee share their latest moves, with Bill Baruch calling in with his protection play. And later, retail under pressure as shares of Lululemon and Nike sink, the Committee debate the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the two top tech stories dominating headlines at this hour. Microsoft unveils new AI PCs and the DOJ files an antitrust lawsuit against Apple. Plus, Josh Brown has a Trade School with his ‘best stocks’ in the market right now. And later, Reddit’s IPO price is revealed.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate a critical test for the market ahead of the next fed decision. Steve Liesman joins us to help break it down. Plus, Intel is set to receive billions in grants and tax breaks to start building semiconductor factories in America, Kristina Partsinevelos joins us with the latest. And, we’ve got some Calls of the Day on Netflix and Delta Air Lines.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss the state of the tech trade as Nvidia’s developers conference gets underway. Plus, we have some calls of the day on Uber, Exxon and Crowdstrike.  And later, the Committee discuss the strength of the U.S. consumer as Nike and Lulu get set to report earnings on Thursday.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference.  Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate whether the tech trade is tired with the sector leading the S&P to the downside today. Plus, we’ve got a Chart of the Day on Adobe, the stock sinking today despite a beat on earnings. And later, Rob Sechan reveals his latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally’s next leg and where It might come from if the Nvidia’s of the world take an extended breather. Plus, we’ve got Calls of the Day on Caterpillar, IBM, RTX and Chubb.  And later, the desk gives their earnings setup on Adobe.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks as the S&P tries to extend its record high. Plus, Bill Baruch is making some move in his portfolio, he calls in with the details. And later, we’ve got some calls of the day on Regeneron, Thermo Fisher, Darden Restaurants and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Momentum’s big bounce as Nvidia and several other key names catch a nice rebound. Plus, the Committee making some major portfolio moves, they detail them all. And later, Oracle is our Chart of the Day, the stock surging today, the desk debate how to trade the name now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate new records for stocks as the resilient rally continues.  Plus, Apple in positive territory after a 7-day losing streak, the Committee debate what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Nvidia’s nonstop run as shares continue to surge to new all-time highs. Brian Belski is trimming but the desk disagrees. Plus, we cover some more Committee moves in McDonald’s, Zoom and JP Morgan. And later, we cover some bullish calls of the day on IBM, United Health, and Deere.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As we continue to listen in to Jerome Powell’s testimony on Capitol Hill, Scott Wapner and the Investment Committee discuss New York Community Bank’s slide lower on reports the bank is seeking outside capital to shore up its balance sheet. Leslie Picker and Steve Liesman join us with the latest.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how far Apple can fall as shares continue their early year slide. Plus, Josh Brown buys more Pfizer, calling it one of the best opportunities in the market. And later, we’ve got Calls of the Day on Toast, Oracle and Accenture, with ownership all over the desk, the Committee debate what to do with these names.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the relentless rally as stocks pace for their best run in 60 years. Plus, Jim Lebenthal and Steve Weiss are buying some high-flying stocks, they reveal why. And later, we’ve got Calls of the Day on Fleetcor, Disney and Rollins.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. And later, Bitcoin $64k this week, the Committee debate what’s next for the crypto market.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the final day of another great month for stocks and whether you can believe in the broadening of the rally. Plus, Bill Baruch calls with his latest moves. And later, a chart of the day on Snowflake, having it’s worst day ever, shareholder Stephanie Link calls in with her strategy for the stock.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Apple shares as the stock hasn’t moved much in 6 months.  The Committee also making some major moves, they share them with us. And later, we go over some big winners and losers, including eBay and B&G Foods.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee weigh in. Plus we cover the latest moves in the Committee’s portfolio.  Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why.  And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the moment of truth for the AI trade as Nvidia reports tomorrow. Plus, the Committee debates the red hot cyber trade as Palo Alto Networks is set to report tonight after the bell. And later, we’ve got the Setup on some more key earnings reporting this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee debate the hotter-than-expected inflation read putting the market’s five-week win streak in jeopardy. Plus, Nvidia gets a huge price target hike, the Committee discuss what to do with the high-flying chip name. And later, we discuss the Committee’s latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the investment committee discuss the best places for your money as the market looks to snap a five-week win streak. The chart of the day is Shake Shack. The calls of the day include Blackstone, FedEx and CrowdStrike. The panel debates the big run in crypto and biotech.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the rally after the worst day for stocks in nearly a year. Plus, we’ve got Calls of the Day on Citigroup, Palantir and IBM. And later, the committee debate the earnings setup for Cisco reporting after the bell tonight. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the CPI Selloff as stocks fall sharply after the latest read on inflation comes in hotter than expected. Plus, the Committee is making some major moves in their portfolios, we reveal them all.  And later, JetBlue is soaring today, it’s our Chart of the Day. Jenny Harrington calls in to discuss what she’s doing with the stock now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the broadening rally and whether it’s finally time to believe in it. Plus, Nvidia keeps going higher, surpassing Amazon’s market cap, the Committee debates whether you can still buy the stock at these levels. And later, we’ve got some Calls of the Day on Applied Materials, Arista Networks, and Netflix.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the S&P crossing a major milestone and whether the Fed needs to cut rates for the index to keep climbing higher. Plus, we’ve got some Calls of the Day on Cleveland Cliffs, Albemarle, Palo Alto and Costco. And later, Joe Terranova and Bill Baruch call in to discuss some major weekly movers that they own.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are on $5k watch as stocks look to cross another major milestone. Plus, the Committee shares their latest trades from NYCB to Tesla. And later, the Committee discuss David Einhorn’s latest comments calling the markets “broken.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the narrow market as several members of the Investment Committee make new moves around the mega caps. Plus, the Chart of the Day is the KWEB, it was Josh’s Contrarian play for 2024, he weighs in on the name. And later, we’re covering the Calls of the Day on Bristol-Myers, Broadcom and McDonald’s. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the breadth of the market rally is too narrow as Mega Cap tech continues to carry stocks to new highs. Plus, we’re covering multiples stocks on the move like Uber, On Semi, and Caterpillar. And later, we’ve got the setup on  more big earnings coming later in the week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss Meta’s big move higher. It’s up 267% since Brad sent his letter to Facebook.  Plus, Amazon and Apple also on the move, the Committee debate what to do with those names now. And later, Joe Terranova’s big rebalance is here, he goes over all the major moves he made in the JOET. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the looming earnings reports for the three tech giants, Apple, Amazon and Meta.  Plus, the Committee discusses Powell’s pushed-out pivot and how it will affect your money. And later, Mizuho’s Dan Dolev joins us with his 3 under-the-radar AI buys. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate if the market is too priced for perfection with the 'Magnificent 7' under pressure. The experts detail their latest portfolio moves. The Call of the Day is an upgrade on Stryker. The Setup includes trades on the key earnings still ahead this week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 bell. Plus, two bullish calls on two big banks are in our Calls of the Day. And later, a short seller nicknamed “The Assassin” joins us to discuss the latest stock she has her sights set on. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 latest portfolio moves in Palo Alto, Snap and United Rentals. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the best places for your money as stocks move higher. The experts detail their latest portfolio moves. Tesla falls on an earnings miss. The chart of the day is Humana. The call of the day is on Berkshire Hathaway. The setup is on Western Digital ahead of earnings after the bell. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 some major moves in their portfolios, we details them all. And later, we discuss key earnings still reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 of the day is on United Airlines, the stock jumping today after the CEO said the company will reconsider buying Boeing planes in the future. And later, we give you the setup on key earnings this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate stocks extending their record highs with some big names on the move.  Plus, the Semis ETF keep pushing higher, the Committee debate what to do with the names. And later, Julia Boorstin joins us with the Netflix earnings setup. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Express, Stephen Squeri to discuss everything from the strength of the consumer to the markets. Plus, former NBA Player and current CEO of the Utah Jazz, Danny Ainge, joins us to discuss the NBA’s media and streaming strategy. And the Investment Committee detail their latest trades including a big one from Stephanie Link who sold META.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Bill Baruch share their top contrarian ideas for 2024. And later, Josh Brown details “The Hateful Eight” some of the most unloved stocks in the S&P 500.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the markets as more evidence of a resilient economy sends rates rising. Plus, multiple committee stocks are moving today, they weigh in on each one. And later, Rob Sechan shares his contrarian idea for 2024. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 top bank opportunities as the Committee discuss their favorite names. And later, legendary energy trader Mark Fisher joins us with his strategy in oil. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 oil as it hits its highest level since December. And later, we’ve got the Setup on the non-bank names reporting earnings next week.  Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk discusses how to navigate the sector. Plus, multiple Bitcoin ETFs launched today, several of them already in the red, the Committee discuss their top picks in the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 LeBeau joins us with the latest from Boeing, with the Investment Committee debating what to do with the battered name. And later, Brian Belski gives us his big contrarian idea for 2024. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 contrarian ideas for 2024. And later,  we cover some pair trades in the banking sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 deck. Plus, Bob Pisani bring his interview with Cathie Wood to us. She talks about the upcoming Bitcoin SPOT ETF, her ARKK fund, and more. And later, the Investment Committee details so more contrarian calls they’re keeping an eye on for 2024.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 continue to give their top contrarian ideas for 2024. And later, we cover some big winners and losers of the week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 after posting a grim revenue outlook, Kristina Partsinevelos joins us to break it down. And later, the Committee give you their top contrarian plays for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 reshuffle. Plus, we’re covering some street calls on some names owned on the desk, including Roblox, United Airlines and JPM. And later, Eli Lilly named a top pick at Bank of America. Joe owns it, he weighs in the with the rest of the Committee. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Committee’s latest moves. And later, we’re following a Call of the Day on Uber.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 on Uber. The chart of the day is Affirm Holdings. The experts debate their energy playbooks for next year. Ritholtz’s Josh Brown has your trade school on CrowdStrike.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the investment committee debate the road ahead for your money. The panel reacts to the recent tear in transportation stocks. The call of the day is on Vertex Pharmaceuticals. The chart of the day is on lithium. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 is on Bank of America. Semiconductor stocks surging this year; the experts discuss if the group is overbought, or there's still opportunity in the year ahead.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Google, Barron’s calling it a top pick for 2024, the Committee debate. And later, a Battle Royale is brewing between the casinos in NYC as they compete for a location in the Big Apple.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 into year-end. And a bullish call on the banks as the committee debates the financials into 2024. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Brown details his latest portfolio move. The chart of the day is Micron. Apple in focus. A cautious call out on Caterpillar. The setup is on Nike ahead of earnings.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 day include Salesforce, CrowdStrike, Lowe’s, Caterpillar and Deere. ETF Edge focuses on opportunities in one emerging market. The setup is in on CarMax and Cintas ahead of earnings. NFL veteran and CNBC Financial Wellness Council member Brandon Copeland joins to discuss how he is giving back this holiday season and empowering the next generation of athletes. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the day include Adobe, Snap and Elanco Animal Health. Ritholtz's Josh Brown highlights his chart of the year: Pfizer. Hightower's Stephanie Link talks the aerospace trade. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 their latest portfolio moves. The calls of the day focus on cybersecurity and the banks. The desk debates the chips trade. Steel stocks soar on a deal for U.S. Steel. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Plus, Kevin Simpson calls in to discuss his latest portfolio moves. And later, we’re covering Calls of the Day on multiple names, including a street fight on Blackrock.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 stock movers, including several names that are joining the all-time high club. Plus, more on Tesla’s recall, Bank of America’s ‘Buy’ call on gold, and what to watch on Adobe’s earnings report.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, The Committee discuss how to trade those stocks. And later, Jenny Harrington gives her top dividend picks for 2024. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate this huge week for your money with critical inflation data, the Fed decision, and fresh reports on the consumer all coming out. Plus, we’ve got Calls of the Day on Nike and Occidental. And later, Heisman Trophy winner turned money manager Eddie George joins us to discuss his financial advice for young athletes.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 next Fed meeting. Jenny Harrington and Steve Weiss have the bull/bear debate on retail, Joe sells half of his shares in JPMorgan, Uber and Broadcom, and Jim Lebenthal discusses Paramount’s pop on the back of a potential takeover.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the ring, big bank calls, and crypto’s burn on short-sellers. Josh Brown and Bill Baruch are making moves in the housing and commodity spaces, and Mike Santoli joins with his Midday Word.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Day on Autozone, Deere, Regeneron, and Apollo Global. Plus, more on the homebuilders rally as four names hit record highs. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Paypal. Plus, top value investor Andrew Wellington joins us to go over his best value names.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 level since April 2022; one of the experts is buying more. The chart of the day is Uber. Calls of the day include PepsiCo, Nike, General Motors, U.S. Bancorp and Union Pacific. Alaska Air shares drop on news it's acquiring Hawaiian Airlines. CNBC Senior Markets Commentator Michael Santoli joins with his midday word.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate your best strategies for December and into 2024. The experts detail their latest portfolio moves. BMO's Brian Belski joins. The calls of the day include Uber, Alibaba, J&J, Boeing and Delta. Paramount Global shares pop. The setup is on Broadcom ahead of earnings next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Gerstner joins to discuss technology, AI and the year ahead. The chart of the day is Snowflake. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins with his midday word.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 portfolio moves. The chart of the day is General Motors. Activist investor Elliott takes a stake in Phillips 66. The call of the day is on Charles Schwab. The setup is on Salesforce ahead of earnings.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Micron. The calls of the day include the autos, Zoom, Peloton and Boeing. The setup is on CrowdStrike ahead of earnings. Blue Line Capital's Bill Baruch joins with his new buy. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate how far stocks can run. Hightower’s Stephanie Link details her latest portfolio moves. The calls of the day are on GE Healthcare, McDonald’s and Old Dominion. The setup is on the big software stocks ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the day is Deere. The call of the day is a downgrade for Autodesk. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. The setup is on the key earnings on deck next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss the countdown to Nvidia earnings and what’s really at stake for tech. The experts detail their latest portfolio moves. The chart of the day is Burlington Stores. Zoom beats the street. The setup is on Deere. And CNBC Senior Market Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and  Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 got Calls of the Day on multiple names, the Committee break down each one. And later, we setup a big week of key earnings next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 sector.  And later, Roblox is up 30% in 3 months, the Committee discuss the name.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of the rally following more promising inflation data, pushing stocks higher.  We’ve got a Chart of the Day on Target, surging after better than expected earnings. And some Calls of the Day on American Express and Bristol-Myers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the better than expected CPI Report and what it means for the surging market. Plus, Home Depot leading the Dow on earnings it’s our Chart of the Day. And later, the Committee talk tech stocks as NVIDIA tries for it’s 10th positive day in a row. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 the Day on Oracle and Airbnb. And later, the desk discusses Pfizer’s attempt to get into the weight loss market and what it means for biotech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Netflix, Charles Schwab and XPO. The chart of the day is crude oil. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate whether the landscape is improving as stocks go for their longest winning streak in 19 years. The experts detail their latest portfolio moves. Disney shares pop. Toast shares drop. The panel checks in on the health care trade. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 their latest portfolio moves. The call of the day is Piper Sandler’s bullish note on retail. The chart of the day is a slide for Warner Bros Discovery. The setup is on Disney ahead of earnings after the bell. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 their latest portfolio moves. The calls of the day are on Nike, Home Depot and Lowe's. Earnings movers include Uber, Vertex Pharmaceuticals and NXP Semi. The desk debates the energy trade with oil prices at two-month lows.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 a trade alert on his portfolio moves. The call of the day is on Booking Holdings. Plus a Halftime exclusive: Rory McIlroy and Tom Werner are live in Boston to talk the new TGL golf league. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 latest portfolio moves. Fortinet drops. Expedia pops. Uber gets an upgrade ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 of earnings. The experts detail their latest portfolio moves. The chart of the day is Qualcomm. The call of the day is on Berkshire Hathaway.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Steve Liesman joins the conversation. Joe Terranova details the (JOET) ETF rebalance. The desk debates the moves in energy, health care and retail. CNBC Senior Markets Commentator Mike Santoli joins with his Midday Word. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the road ahead after three straight down months for stocks. JPMorgan's Dubravko Lakos joins the conversation. The committee goes through their latest portfolio moves. The chart of the day is Caterpillar. The calls of the day include Boeing and Disney. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 deck. The experts detail their latest portfolio moves. The calls of the day include Cisco Systems, Chevron and Exxon Mobil. BlackRock's Rick Rieder joins Bob Pisani for ETF Edge.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstner, joins us to talk Meta and the state of tech. A.O. Smith pops on earnings. And the experts' take on the banks as the group is on pace to break a 6-day losing streak. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live from the Charles Schwab IMPACT conference in Philadelphia. Scott and the committee debate the markets and the mega caps, as Microsoft and Alphabet trade in opposite directions today. The panel details their latest portfolio moves. The chart of the day is Texas Instruments.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 “magnificent 7” on deck. The chart of the day is 3M. Wells Fargo Senior Analyst Mike Mayo joins to talk the banks. And, the panel sets you up for Boeing earnings tomorrow.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss the biggest week of the year for stocks with mega cap tech stocks reporting and interest rates rising. Joe Terranova details his latest portfolio move in energy. The calls of the day are on Marriott and Booking Holdings. And the panel debates the regional banks trade. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 reviews their latest portfolio moves. The chart of the day is SLB. The calls of the day are on Uber and McDonald’s. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fed Chair Powell comments on the economy. Frank Holland and the investment committee along with CNBC senior economics reporter Steve Liesman react. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the true state of stocks with earnings, interest rates and the war in the Middle East impacting sentiment. Plus, how the experts are navigating the tech trade. The chart of the day is Morgan Stanley. And a check on the transports as United Airlines paces for its worst day in more than a year. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 annual CNBC Delivering Alpha Investor summit convened elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – providing insights and ideas, analysis and intelligence, all designed to balance risk with maximized returns. Delivering Alpha was recorded on September 28th, 2023. You can watch all sessions of CNBC's Delivering Alpha Investor Conference on CNBC.com/deliveringalpha Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is live at the CAIS alternative investment summit in Beverly Hills, CA. The investment committee discuss how to position your portfolio as stocks rally to start the week. ARK Invest CEO Cathie Wood joins with her take on crypto and the tech trade. The chart of the day is Lululemon. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 a bullish call in the semis. The chart of the day is Boeing. And reaction to UnitedHealth's earnings beat.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss the state of stocks with inflation sticky, earnings looming and rates once again rising. The experts detail their latest portfolio moves. The call of the day is on Target. Plus, the setup ahead of UnitedHealth earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hightower’s Stephanie Link details her latest portfolio moves. Plus, the panel debates the trades on banks, medical devices and the transports. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 gets downgraded to sell at Citi. The calls of the day are on O’Reilly Auto and PayPal.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 boosts his stake. And our experts debate your dividend playbook.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss how to position your portfolio as treasury yields climb following a strong jobs report. We talk energy as the sector paces for its worst week since May. And the calls of the day are on Disney and Eli Lilly. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 KeyBanc’s note to “close your eyes and buy quality” stocks in the utilities sector. The desk debates the airlines trade. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate how to navigate this choppy market as treasury yields near 16-year highs. Our experts detail their latest portfolio moves. The call of the day is a downgrade of Apple by KeyBanc. The panel takes a look at the banks trade ahead of earnings next week. And CNBC’s Phil LeBeau interviews General Motors CFO Paul Jacobson.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss if rising rates will continue to slam stocks. Plus, our experts are making key moves in their portfolios.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, on pace for its best day of the year. The panel reacts to Bill Ackman and Brad Gerstner's views on Alphabet's role in AI. And we hit the energy trade as it is set to close out September as the only positive sector.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the investment committee discuss another big breakout in bond yields and the state of stocks. The panel details their latest portfolio moves. We talk the energy trade as crude oil hits its highest level in over a year. And our experts debate if you should buy or bail on the bank stocks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 their latest portfolio moves. Our experts talk the Meta trade ahead of its annual Connect event. And Costco beat the street on earnings, the desk reacts. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 day is on Nike. And the panel debates the energy trade with two bullish calls out on the sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Day is on Nike, getting a downgrade at Jefferies, the Investment Committee reacts. Plus, Chevron CEO Mike Wirth tell Brian Sullivan that $100 per barrel oil is not out of the question in the U.S. The Committee debates what that means for the energy sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Alibaba as China reportedly will loosen the cap on foreign investments into it’s domestic companies. And later, a Call of the Day on Energy, the Committee debate how to trade the sector.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Light Street Capital's Glen Kacher joins the conversation. The chart of the day is Broadcom. We're following the deal of the day: Cisco acquiring Splunk. And famed energy trader Mark Fisher, MBF Clearing Corp., joins us exclusively to talk about the next move for oil. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 dose of Dow stocks: Nike and Boeing. We’re tracking the action in Apple and Goldman Sachs as they pause plans for a retail stock trading feature.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the investment committee debate how to navigate this market ahead of another critical Fed decision Plus, the panel reacts to Instacart’s public debut. Our experts detail their latest portfolio moves. The chart of the day is Disney. And the call of the day is an upgrade for CVS. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 day is Arm Holdings; Bernstein initiating coverage of the stock with an underperform rating. The call of the day is a few price target cuts on Nike ahead of earnings next week. We’re on IPO watch as Instacart prices after the close today. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. We talk the energy trade as crude tracks for another weekly gain. The desk gets you setup for the earnings in the week ahead. And we take a look at Charles Schwab shares under pressure. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 on the big IPO of the day: Arm Holdings. The calls of the day are on RTX and FedEx. Delta is the latest airline to cut its profit forecast. And broadcasting legend Al Michaels joins the committee.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 also talk the tech trade as Apple shares pull back again today. Our chart of the day is on American Airlines as it's the latest airline to warn that higher costs will hit profits. The panel talks chips as Arm gets ready to go public. And our experts get you setup for Adobe ahead of earnings on Thursday.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Oracle with shares on pace for its worst day since March 2002. The call of the day is comments from JPMorgan CEO Jamie Dimon. And our Halftime headliner from the Future Proof conference is Katie Stockton, Fairlead Strategies Founder, with the key levels she's watching in the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, as shares rise on a new agreement with Apple. The call of the day is an upgrade on Tesla by Morgan Stanley. The panel reacts to Disney and Charter's deal to end the cable blackout. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In a first-of-its-kind partnership, CNBC, First in Business Worldwide, and Boardroom, Kevin Durant and Rich Kleiman’s premier media brand covering the business of sports, music and entertainment, teamed up to produce Game Plan. From what drives the modern-day sports fan to emerging opportunities in teams and leagues, CNBC goes courtside with the most influential leaders from across the sports landscape including athletes, owners, investors and innovators to break down their game plan for these rapidly evolving businesses. This event took place on July 25th, 2023 in Los Angeles. Featuring: Andrew Ross Sorkin, “Squawk Box” Co-Anchor Scott Wapner, “Fast Money Halftime Report” and “Closing Bell” Host Julia Boorstin, CNBC Senior Media & Tech Correspondent Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the investment committee debate if this week was a turning point for the market. Plus, what’s in store for investors as we head deeper into what’s historically one of the weakest months of the year. The chart of the day is Apple. We discuss if green shoots are ahead for the battered bank stocks. The call of the day is an upgrade for Gilead Sciences. And our experts grade your trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the road ahead for Apple as the stock suffers its worst back-to-back selloff in nearly three years. The panel details their latest portfolio moves. The chart of the day is a focus on the small caps with the Russell 2000 pulling back five percent in the last month. The call of the day is HSBC's initiation on the banks. We check in on ChargePoint as shares slide after missing on earnings. And it's game on for sports betting with the NFL kicking off tonight on NBC and Peacock.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss the pullback in Apple shares and what it could mean to the market overall. The call of the day is a focus on health care. And the panel debates the best bank plays.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the investment committee debate the path ahead for your money as September trading kicks off. The Chart of the Day is a pop for Dell; shares surging after earnings. Our experts detail their latest portfolio moves. The Calls of the Day are on Vale, Chevron and ConocoPhillips. And the panel grades your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate what fall might hold for your money as stocks continue to rally back from their August upset. The call of the day is an upgrade of Arista Networks; Citi calling it an "early AI play." The chart of the day is a dive for Dollar General. And we get you set up for ChargePoint earnings next week.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate what this week's win streak means for your money. Our experts detail their latest portfolio moves. The Chart of the Day is Nvidia as its record run rolls on. The Calls of the Day are on Texas Instruments and Align Technology. And we hit the earnings setup on Salesforce and CrowdStrike ahead of results after the bell.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate if the tech trade is back. Our experts detail their latest portfolio moves. A bitcoin ETF could be coming soon, the panel reacts. And we hit the energy trade as Strategas says the sector is "in a league of its own." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee discuss the final days of a rocky month for stocks and what the famously fragile fall will hold for your money. The chart of the day is on Disney. The call of the day is a downgrade for CrowdStrike ahead of earnings. And the panel talks biotech as shares of Horizon Therapeutics pop.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee react to Fed Chair Powell’s speech and what it means for the markets and your money in the months ahead. CNBC’s Steve Liesman sits down with Chicago Fed President Austan Goolsbee from the summit in Jackson Hole, WY. The Call of the Day is an upgrade for Netflix, seeing a 20% rise for that stock from here. And we get you set up for the big earnings to watch next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee start with two big stories of the day: NVIDIA’s blowout earnings and bracing for Fed Chair Powell’s speech at Jackson Hole tomorrow. The Chart of the Day is Dollar Tree, as shares fall after disappointing guidance. The panel debates two Dow stocks moving lower: Disney and Boeing. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what's really at stake for your money as the street awaits NVIDIA's earnings after the bell. The Chart of the Day is on Foot Locker, as it paces for its worst day ever. JPMorgan's Dubravko Lakos joins us with his take on the market. Plus, Brandon Copeland retiring from the NFL after 10 seasons, he tells us about his new non-profit.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether a rough August is a precursor of an even tougher stretch this fall. The panel details their latest portfolio moves. The Chart of the Day is Dick’s Sporting Goods with shares tracking for its worst day ever. The Call of the Day is S&P Global’s credit rating cuts on several U.S. banks. And we grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee discuss the best moves for your money as the 10-year treasury yield hits its highest level since 2007. The Chart of the Day is Palo Alto Networks, shares popping. We also hit the trades on NVIDIA ahead of earnings on Wednesday. Our experts grade your trades. And we set you up for some of the big retailers reporting earnings this week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate your best moves in this unsettled market. The Call of the Day is Mizuho sticking with its bullish view on PayPal. The Chart of the Day is Palo Alto Networks ahead of its Friday afternoon earnings report. We also set you up for the big earnings to watch in the week ahead.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Apple’s pullback this month and the road ahead for your money. The panel details their latest portfolio moves. The Chart of the Day is CVS. We debate the retail trade as Walmart beats the street on earnings. And our experts give you the earnings setup on Deere and Palo Alto Networks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the road ahead as disappointing China data and a rise in yields dampens sentiment. The Chart of the Day is Nvidia. The panel debates how to play the banks after a Fitch warning. We review Berkshire’s bet on three homebuilders. And our the Call of the Day is a downgrade of several oil refiners by Bank of America.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner is back with the Investment Committee to discuss the rocky August for tech. The Nasdaq is now down two weeks in a row, the first time that’s happened this year, the Investment Committee debate what to do with your tech portfolio. Plus, we’ve got a Chart of the Day on US Steel, the stock surging after the company rejected a takeover offer from Cleveland Cliffs. And later, David Einhorn’s firm, Greenlight Capital releasing their investor letter. Leslie Picker joins us to help break it down. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee discuss if the market is at a critical turning point as the Nasdaq looks to hand in its first week of back-to-back losses this year. The panel details their latest portfolio moves. The Call of the Day is on Chevron, as Wells Fargo says the stock could rise 30% from here. The Chart of the Day is on health care. And we give you the setup on the big retail stocks to watch ahead of earnings next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee react to the market gains after soft inflation data. Our experts detail their latest portfolio moves. Plus we talk Disney the day after earnings. And later, The Calls of the Day are bullish notes on Nvidia and Palo Alto Networks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss a critical 24 hours for you money with a key inflation report on deck and more earnings coming our way.  Plus, we’ve got a Call of the Day on Datadog, getting downgraded to hold from buy. And, oil hitting it’s highest level in a year, the Investment Committee debate the energy sector.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee react to the sell-off as Moody’s downgrades the credit rating on several regional banks. The Chart of the Day is on health care and the big gainers in the sector. The Call of the Day is a downgrade for both Home Depot and Lowe's. The panel grades your latest trades. And our experts set you up for the big earnings on deck. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate if today’s bounce is for real, with S&P 500 coming off its worst week in nearly five months. The Chart of the Day is Apple, as shares trade lower for a fifth straight session. The energy trade is in focus, the panel discusses their strategy. Our Call of the Day is on United Airlines, upgraded to buy at Redburn. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee react to Amazon’s blowout earnings as the stock is having its best day of the year. While Apple reports its third straight quarter of declining revenue. The panel tackles the travel trade as Booking Holdings shares surge post earnings. Plus, top energy picks as the sector leads this week. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee discuss the $4 Trillion test for the market: Apple and Amazon earnings. Plus, the Chart of the Day is Qualcomm, shares of the chipmaker falling on a Q3 revenue miss and disappointing guidance. We also get the panel’s reaction to the dip in Shake Shack shares post earnings. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dominic Chu and the Investment Committee discuss what the U.S. debt downgrade means for your money. The panel talks semi stocks as AMD shares fall after weaker-than-expected guidance. We do a health care check up as that sector is among the biggest laggards this year. The Chart of the Day is on SolarEdge. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the fate of the rally as we start a new trading month. The Chart of the Day is Uber, shares pulling back after earnings results. We hit the banks trade as the S&P Bank ETF (KBE) posts its best month in seven years. Today’s earnings setup is on Starbucks, CVS and Shake Shack. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss a critical week for your money with key tech earnings on deck, plus the jobs report. Our panel details where you want to be positioned. The Chart of the Day is onsemi, higher after earnings. The Call of the Day is on Chevron, getting an upgrade to buy. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the major moves in the market as the Dow tries for its 14th straight day of gains. The Chart of the Day is Meta, as shares pop on better-than-expected earnings results and strong guidance. The Call of the Day is on Apple ahead of its earnings next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss the fate of this rally with the Fed and earnings looming.  Plus, a Chart of the Day on Boeing, Jim Lebenthal calls in to discuss the stock’s breakout. And later, a Call of the Day on Disney, Morgan Stanley cut it’s price target, saying the Hollywood strike weighs heavy on the name, the Investment Committee break down the streaming stocks.  Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss the market rally as investors await big tech earnings. Charts of the Day include RTX Corp., Boeing, General Electric and Alaska Air. The Call of the Day is on Nike, as UBS thinks shares could double. Stephanie Link details her latest portfolio moves. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss the critical week ahead for your money as tech earnings get underway.  Plus, we’ve got some Calls of the Day on Disney and D.R. Horton. And later, the Investment Committee break down Chevron’s EPS beat and the energy sector.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the rally’s most critical week as earnings and the Fed take center stage in the days ahead.  Plus, we’ve got a Chart of the Day on American Express, Stephanie Link owns it and calls in to discuss.  And later, some Calls of the Day on travel names like Uber and Marriott, the investment Committee break it all down.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate where your money will work best in the months ahead as the Dow continues to rise, while the Nasdaq pulls back. Our experts are making moves in their portfolios. The Chart of the Day is Taiwan Semiconductor. Plus, the trades on a handful of other big earnings movers of the day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the next move for the markets as the Dow goes for an 8-day winning streak. We hit the IBM trade ahead of earnings as shares have underperformed the broader market this year. The Calls of the Day include Cisco Systems and Qualcomm. The panel also sets you up for earnings on SL Green Realty, J&J, Freeport-McMoRan, DR Horton and Las Vegas Sands. And the Chart of the Day is the transports, hitting a new 52-week high.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner & the Investment Committee discuss the Dow's 7-day win streak and where your money is likely to go from here. The panel reveals their latest portfolio moves. The Chart of the Day is Morgan Stanley, shares surging post-earnings. We hit a few Calls of the Day on American Express, Uber and UnitedHealth. Plus, your setup on Netflix ahead of earnings. And Inter Miami CF Managing Owner Jorge Mas joins us to talk Lionel Messi's U.S. debut and more.Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what’s at stake for your money as earnings season gains steam this week. The panel talks Nvidia’s surge this year as Citigroup raises its price target on the stock. And, the Call of the Day tackles crude oil and the energy trade. Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate if earnings season will be enough to keep the rally going after the banks start off strong. The Chart of the Day is UnitedHealth, as shares pace for its best day in a year. The Call of the Day is a price target cut on Disney. And our experts grade your latest trades on Palo Alto Networks, 3M, Uber and AMD.Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss today’s rally on more encouraging inflation data. Plus, two special guests join Scott live from the American Century Championship celebrity golf event in Lake Tahoe: actor Ray Romano and NFL Hall of Famer Tim Brown. David Faber highlights his CNBC exclusive interview with Disney CEO Bob Iger. And the Chart of the Day is Delta, after it posted record quarterly earnings. Investment Committee Disclosure  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss today's cooler-than-expected CPI report and what it means for your money. Halftime headliner Ed Yardeni also joins us with his reaction. The Calls of the Day include Netflix, Broadcom and General Motors. The Chart of the Day is energy, this week's top performing sector. The panel sets you up for Delta Air Lines and PepsiCo earnings before the bell tomorrow. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A big week ahead for your money as the CPI and earnings season looms large over the market.  Scott Wapner and the Investment Committee debate the road ahead.  The Chart of the Day is Meta as Threads hits 100 million subscribers in only 5 days.  And the Investment Committee pit Disney against Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss if today’s jobs report gives the Fed the greenlight to resume raising rates. Plus, a strong first months for the semi stocks. The panel debates what’s ahead for the chips in the second half of the year. Bullish calls out on Ford, GM and Tesla. And, the Chart of the Day is Biogen, as it gets FDA approval for its Alzheimer’s treatment.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the sell-off as rate fears accelerate. The Call of the Day is on Microsoft, as Morgan Stanley raises its price target on the stock. The panel reacts to Meta’s Threads debut. And the Chart of the Day is Disney. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee kick off the first full trading day of the second half of the year. The Call of the Day is on Netflix, as Goldman Sachs upgrades the stock. The panel talks Meta ahead of its Threads app launch. The Chart of the Day is on UPS. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what’s ahead as stocks rise to close out a strong first half. The Call of the Day is on Apple, as Citi initiates a buy rating on the stock with a street-high price target of $240. Nike is our Chart of the Day, as shares trade lower after earnings. We check in on the Halftime Stock Summit halfway through the year. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what lies ahead as stocks try to extend their monthly gains. Our experts detail their latest portfolio moves. The Calls of the Day are on Disney and TJX. We do a mid-year check on our annual stock summit. Plus, the setup on Nike ahead of earnings after the bell.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Apple as it hits a new record high. The Calls of the Day include Deere, Corteva, Regeneron and Nike. Our experts chat the state of the banks ahead of the Fed stress test results later today. And we talk the momentum in Netflix as shares soar 140% in the last year.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the road ahead for your money. Our experts detail their latest portfolio moves in this market. The Call of the Day is on Meta, as Citi raises its price target to a new street high. Delta shares also getting a boost today. And we do a mid-year check on the Halftime stock summit picks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what the second half of the year holds for stocks. The Calls of the Day include Uber, Sherwin-Williams and Disney. We do a mid-year check in on the Halftime stock summit picks. And, our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate where stocks are headed from here as the S&P 500 looks to snap a five-week win streak.  Plus, a Chart of the Day on Carmax, the stock is up 9% today, Karen Firestone owns it and calls in to discuss.  And later, the Investment Committee grade your latest trades.  Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate who is really in charge of this market right now and what it means for you money. The Call of the Day is a downgrade of Tesla by Morgan Stanley. The panel details their latest portfolio moves. And, our Chart of the Day is Boeing, as shares slip after a key parts supplier pauses production. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee react to Fed Chair Powell's testimony and what it all means for your money as the rally loses steam. Plus, our Chart of the Day is FedEx, lower after earnings. Three bullish Calls of the Day on Nike, Uber and Adobe. Energy leading today, how the panel is positioned in the sector. And the Setup on CarMax ahead of the print tomorrow. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss tech's amazing run this year and Apple's road to $3 trillion in market cap. Our Calls of the Day are bullish notes on Ulta Beauty and Chipotle. Josh Brown explains why he thinks crypto is about to head into a new phase. And our experts talk transports as FedEx reports after the bell.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate whether the market rally is for real as the S&P 500 tries for its 7th straight day of gains.  Plus, We’ve got a Call of the Day on SOFI, getting a downgrade from two firms, the Investment Committee weigh in on the banks. And later, a Trade School on Homebuilders, how should you trade this sector.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate why the market is rallying despite the Fed’s message.  Plus, a Chart of the Day on Tesla, the stock breaking its 13-day winning streak.  And later, we’ve got some Calls of the Day on some crypto names like Coinbase and Bitcoin.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee give the big money setup ahead of today’s Fed Decision. Plus, the one healthcare stock weighing on the Dow today.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the winning streak for stocks and whether it can last.  Plus, the Call of the Day is on Tesla. And the Chart of the Day is on Oracle, hitting new all-time highs ahead of earnings after the bell.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if the Bull market is back, as the S&P 500 is now 20% off the October lows. The panel details their latest portfolio moves. The Calls of the Day include bullish notes on Meta, Microsoft, Adobe, CrowdStrike and Netflix. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether the big tech trade has reached a near-term top. The Calls of the Day include Las Vegas Sands, Wynn Resorts, Rio Tinto, NextEra Energy and Aptiv. The panel grades your latest trades. And, our experts get you set up for DocuSign ahead of earnings after the bell.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the next move for stocks as the S&P 500 hovers near its highest level since August 2022. BMO Chief Investment Strategist Brian Belski joins us as he raises his S&P target to one of the highest on the street. The Calls of the Day include two bullish notes on Netflix, plus Fundstrat’s latest view on biotech. The panel also debates the best places to be in the banks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Apple the day after its worldwide developers conference. The stock getting a downgrade at D.A. Davidson. Analyst Tom Forte is with us to explain. Plus, Halftime Headliner Walter Isaacson joins to talk AI mania and more. The panel also details their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Apple, as the stock hits a new intraday high ahead of its Worldwide Developers Conference today. Plus, our experts detail their latest portfolio moves in this market. And we hit a few big Calls of the Day on Oracle and Estee Lauder.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether now is the time to get more bullish on the markets. The Chart of the Day is Lululemon, as shares pop after earnings. Plus, the retail stock Odyssey Capital Advisors’ Jason Snipe is selling. Hightower’s Stephanie Link calls in for reaction on Broadcom. And our experts grade your trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the much-hyped AI trade, as several stocks in the space take a breather. The panel details their latest portfolio moves. The Call of the Day is on Target, as the retailer gets a downgrade. The Chart of the Day is on Toast, as this stock gets a big buy call. And our experts grade your trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the state of stocks on this last trading day of the month and what likely lies ahead for your money. The Chart of the Day is on Advance Auto Parts, as the shares of the retailer plummet on a huge profit miss. The panel gets you set up for a few more earnings this week, including Dollar General and Lululemon. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether there are signs of bubble trouble in the AI trade as Nvidia tops $1 trillion in market cap. The Calls of the Day include bullish notes on ChargePoint, PayPal and Johnson & Johnson. The panel sets you up for Salesforce and CrowdStrike earnings this week. And our experts grade your trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the amazing move in semiconductor stocks this week. The chip stock soaring today is Marvell Technology, Blue Line Capital Founder Bill Baruch joins us for The Chart of the Day. Plus, Hightower’s Stephanie Link calls in with a Trade Alert on her latest portfolio moves. The panel reacts to today’s top analyst stock calls of the day, including an upgrade for Paramount Global.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee react to our Chart of the Day: Nvidia, as shares soar. The Call of the Day is on Dow stock Disney. Plus, the panel discusses the housing trade, as Toll Brothers gets an upgrade by RBC. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss tech and the AI trade ahead of Nvidia’s earnings after the bell. The panel also details their latest portfolio moves. The Call of the Day is on Eli Lilly, with two bullish notes out on the stock. And our experts grade your recent trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how long the tech tailwind can last and what happens if it doesn’t. Plus, a Trade Alert from Josh Brown, he details his position on Toast. The Chart of the Day is Broadcom, as shares hit new highs on a deal with Apple. The Call of the Day is an upgrade for Chevron. And our experts grade your recent trades.Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the road ahead as several of the biggest names in technology hit new highs, but Apple is hit with a rare downgrade. The Chart of the Day is on Micron, as shares fall after Beijing says it poses a “major security risk.” The Call of the Day is on Nike, as Citi opens a negative catalyst watch on the stock. And our experts get you setup for some of the big stocks to report earnings tomorrow.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the move in stocks as the debt ceiling duel appears to take a negative turn. Our experts are making moves in their portfolios. Bryn Talkington and Bill Baruch go through their trades. The Call of the Day is on Devon Energy, as Mizuho names it a top pick. And Jim Lebenthal calls in for reaction on Deere after it beat the street on earnings.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what the real story is with AI stocks, whether it’s time to buy in to the hype or not? Plus, our experts are making moves in their portfolios. Jenny Harrington and Jim Lebenthal detail their trades. And Josh Brown talks about the breakout he’s seeing in Oracle. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what a debt limit deal could mean for stocks, as some suggest an agreement might not be that far away. Discretionary stocks rising, Stephanie Link calls in with her reaction to Target and TJX earnings results. The Calls of the Day are two bullish notes on Salesforce and CrowdStrike. Plus, the setup on Cisco Systems ahead of earnings after the bell.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the Big Money’s big AI bets and what it says about the stocks that can still work in this market. The Chart of the Day is Home Depot, shares lower after posting its worst revenue miss in about 20 years. And Stephanie Link is making moves in her portfolio, she goes through her latest buys. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the technology sector and whether the space is about to crack or if it can keep climbing. Joe Terranova discusses his recent buy, Datadog. The Chart of the Day is Magellan Midstream Partners, as shares soar on news ONEOK will acquire it. And Josh Brown joins us to react to Shake Shack's pop. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if the tech trade is still a winner or if you should take some profits after this year’s early run. The Call of the Day is a downgrade for Disney. Our experts set you up for earnings in the week ahead with three Dow stocks on deck. Legendary broadcaster Al Michaels joins us with a look ahead to Thursday Night Football on Amazon Prime. And the panel grades your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what the state of the economy, debt ceiling and regional bank declines means for your money. Plus, the bright spot, Alphabet shares higher after its annual I/O conference. The Chart of the Day is Disney, shares having its worst day since November. The Calls of the Day include analyst notes on Block, Roblox and Northrop Grumman. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the better-than-feared CPI report, and what it means for stocks and your money. Wharton’s Professor Jeremy Siegel joins the panel to react. The Chart of the Day is on Twilio, sinking on a weaker-than-expected revenue forecast. Plus, our experts get you setup on Disney ahead of earnings after the bell.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the critical market events this week and what it means for your investments. The Chart of the Day is on Skyworks, as shares of the semiconductor stock trade lower on weaker than expected guidance. Calls of the Day include bullish notes on energy and industrials. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate which way stocks are likely to go as one top strategist bumps his S&P target, while another says not so fast. Plus, a recap of Warren Buffett from Berkshire Hathaway’s annual meeting. Buffett’s comments on the banks, Apple and Occidental Petroleum. An upgrade for Albemarle is our Call of the Day. And our experts react to the pop in cybersecurity stocks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss a tough week for stocks and the road ahead after another rate hike, today’s jobs report, apple earnings and the regional bank turmoil. The Call of the Day is Credit Suisse’s upgrade of software to overweight. Our experts also making some moves in their portfolios. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss another rate hike by the Fed and more regional bank turmoil. Plus- our experts get you setup for Apple’s earnings after the bell. The Chart of the Day is on Paramount Global, as shares plunge after missing street expectations. We also bring you Josh Brown's latest buy.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the road ahead for your money, as Wall Street awaits the Fed rate decision. Our experts are making moves in their portfolios. Plus, the panel gets you setup for Apple earnings on Thursday.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the market selloff ahead of a pivotal Fed meeting on interest rates. BMO’s Brian Belski joins us to defend his base case for the S&P hitting 4300.  Plus, Stephanie Link is making moves in her portfolio, buying UPS.  And our Chart of the Day is on Uber, the stock trying for its best day of the year after earnings results.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the state of stock as a new month begins and a big week gets underway.  Plus Brad Gerstner joins us to talk Meta, Alphabet, AI and more.  And later, Joe Terranova is rebalancing his JOET ETF, he reveals his new strategy.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in.  Plus, we’ve got a chart of the day on one oil name that just beat on earnings.  It’s higher today.  And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the momentum in mega cap stocks and how you should trade it.  Plus, we’ve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs.  And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Plus, the latest on First Republic’s dramatic drop. We’ve also got a bearish Call of the Day on one financial services stock that a few of our experts own. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss and debate a big batch of today’s earnings results and get you ready for two tech titans reporting after the bell. Plus, a Chart of the Day on First Republic Bank, as shares sink. Our Calls of the Day include bullish commentary on two consumer-related stocks. And the panel grades your latest trades on CVS and Wynn Resorts.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Plus, a Chart of the Day on the top performing sector this month. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the mixed bag of earnings and weak economic data. Plus, where the panel stands on energy as crude oil hits 3-week lows. A Call of the Day on one big defense player getting a downgrade. And later, our experts grade your latest trades on Albemarle and Accenture.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what’s at stake for the NASDAQ as the biggest market cap companies begin to release earnings.  Plus, we’ve got a Chart of the Day on Morgan Stanley, it’s the final big bank to report earnings.  The Committee discuss what to do with the name and the sector.  And later, a Call of the Day on Paypal, getting a price target cut, the stock is down 28% in a year, the Committee take their positions on $PYPLInvestment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the vaporized Vix and what the collapse of volatility says about the state of stocks.  Plus, a Call of the Day on NVIDIA, the stock getting a double upgrade.  And later, Valero down 9% this month, the Investment Committee debate what to do with oil stocks from here in our Chart of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss whether one of the best starts to earnings in a decade is enough to keep stocks moving higher.  Plus, a Chart of the Day on Alphabet, the stock down today on reports that Samsung debated switching to Bing on it’s devices for search.  And later, a Call of the Day on Uber, the stock is a top pick at Jefferies, the Investment Committee debate what to do with the name.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee react to some upside surprises in bank earnings. Stephanie Link is buying more of one of the big bank stocks. Plus, our Chart of the Day on Boeing. And, our experts grade your latest trades on General Electric, PayPal and Marvell Technology. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if technology is teetering or just taking a breather, as the sector is among the worst performers this month. Plus, a Call of the Day on Merck, upgraded to buy at Citi. And, a Chart of the Day on Delta, as the airline forecasts a record-breaking summer. Our experts also grade your latest trades on Cleveland-Cliffs and Tesla.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the lighter than expected CPI report pushing stocks higher.  All eyes are now on the Fed’s next move.  Halftime Headliner Wharton Professor Jeremy Siegel joins us with his reaction.  Plus, a Chart of the Day on American Airlines, shares pulling back on a downbeat profit outlook. What it means for the rest of the airlines. And later, Warren Buffett’s take on the streaming business and Berkshire’s stake in Paramount Global. Jim Lebenthal owns the stock and reacts. Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A top strategist says your best move now is to sell before May and go away.  Scott Wapner and the Investment Committee debate that strategy as investors await tomorrow's CPI report. Plus, a Chart of the Day on Carmax, the stock popping post earnings.  And later, a special edition of Grade My Trade.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the big week ahead for your money as earnings season kicks off and more inflation data rolls in.  Plus, a Chart of the Day on Pioneer Natural Resources, and our Calls of the Day on Nike, McDonald’s and Ingersoll Rand. And later, we grade your latest trades! Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the set-up for stocks ahead of a critical jobs report tomorrow. Plus, the committee’s top dividend plays for your portfolio, and a check on Jenny Harrington’s top ideas for 2023 in the Halftime Stock Summit.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the weakening economy, as several key reads suggest growth continues to slow. Halftime headliner BMO’s Brian Belski joins the conversation with his second quarter playbook. Plus, our Chart of the Day on FedEx as shares rise on the company’s transformation plan. And, Karen Firestone’s latest portfolio move: buying NextEra Energy.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the pop in gold, as the precious metal hits its highest level in more than a year. Josh Brown is making a trade in that space. The panel also reacts to JPMorgan's Jamie Dimon, as he says the banking crisis is not over. Plus- more portfolio moves from our experts. Stephanie Link is selling Deere, while Jim Lebenthal is sticking with it. And, our Call of the Day on Boeing, as the Dow component is downgraded to sell at Northcoast Research.For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate where your money will work best in the months ahead. Plus- oil prices on track for the biggest gain in nearly a year after OPEC's surprise output cut. Famed oil trader Mark Fisher, MBF Clearing Founder & CEO, joins with his take on energy. And more from Scott's exclusive interview with Ari Emanuel and Vince McMahon on Endeavor merging UFC with WWE in a $21 Billion agreement. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Endeavor CEO Ari Emanuel and WWE Executive Chairman Vince McMahon joined CNBC’s Scott Wapner for an exclusive interview on the deal between UFC and WWE. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
As we close out the first quarter, Scott Wapner and the Investment Committee discuss what’s ahead as earnings, the Fed, and more economic data loom large. Plus, we’re tracking the trades, our experts reveal their latest portfolio moves. And, our Chart of the Day on one big semiconductor stock pulling back.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the changing sentiment for stocks as big tech continues to run, banking fears ease, and hopes for a Fed pause keep growing.  Plus, our Call of the Day is a big upgrade for Walmart.  And later, a Chart of the Day on GE, it's one of Stephanie Link’s Stock Summit picks, she reacts to the pop in shares.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the tech run is sustainable. Plus, our Chart of the Day on Lululemon, shares soaring after earnings. And, Medtronic getting a double downgrade by UBS. Jenny Harrington is buying more of the medical device maker, she explains why in our Call of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the tech run this month and if it can last. Plus, Buffett's Berkshire buying more Occidental. The panel debates whether you should follow suit. And, our Call of the Day is an upgrade of media giant Paramount, saying its shares could gain over 50% from these levels.  For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jeffrey Gundlach, DoubleLine Capital CEO, discusses the ongoing banking crisis and his forecasts for the economy and stock market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the good, the bad, and whether things could still get ugly for stocks and your money.  Plus, Steve Liesman joins us with some breaking news from the Fed, which is planning to propose long-term debt requirements for large banks.  And later, we grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee react to the fear out of Europe spilling into the U.S. market.  Plus, Mark Newton of Fundstrat joins us with a warning about a near-term dip in stocks.  And later, we grade your latest trades.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee discuss the today’s rally as investors digest another quarter point rate hike.  Steve Liesman joins us to break down the probabilities of another rate hike or a pause.  Plus, we are monitoring the TikTok CEO on Capitol Hill today, Julia Boorstin brings us the headlines.  And later, we grade your latest trades!Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the game plan for one of the most critical Fed decisions in years. Steve Liesman joins us to break it all down.  Plus, Tom Lee says the market could rally no matter what he Fed does today, he’s here to explain.  And later, we grade your latest trades.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the investment committee debate what's at stake for your money as the Fed kicks off a critical two-day meeting. Plus, the latest portfolio moves from our experts, the Call of the Day on Meta, and The Setup on Nike ahead of its earnings after the bell. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the latest headlines on the banks and how to position your portfolio for the turbulence.  Plus, a Call of the Day on a big consumer staples stock. And later, we grade your latest trades.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate what’s next for your money after a wild week on Wall Street and ahead of a critical Fed decision next week. Plus, our Chart of the Day on FedEx, our Call of the Day on Nvidia, and our experts grade some of your recent trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the road ahead for stocks after the tumultuous events of the past week. The Investment Committee making some major moves, they break down their latest trades.  Plus, a Call of the Day on semiconductors, one firm calling the bottom in the sector, the Committee debate whether its time to buy chip stocks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The market selling off today as more pressure on banks weighs on overall sentiment.  Scott Wapner and the Investment Committee debate what to do now, especially with yields plunging and big questions about what the Fed will do next week.  Steve Liesman joins us to break it down.  Plus, noted bull Tom Lee of Fundstrat says “It’s tough to be bullish here,” he’s on to explain why.  And later, we cover some of the Investment Committee’s latest moves as markets continue their slide downward.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the big rebound in stocks and what’s next for the market.  Plus, Ed Yardeni joins us with his reaction to the latest CPI data and what it means to the Fed and the market.  And later, Mark Zuckerberg announcing more layoffs at Meta, the Investment Committee weigh in on what it means for the stock and the tech sector.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the Silicon Valley Bank failure and its implications on the markets, the Fed and your money.  Also, reaction and insight with two Halftime exclusive interviews: Altimeter Capital’s Brad Gerstner and Light Street Capital’s Glen Kacher.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss two major stories weighing on stocks today, the jobs report and the Silicon Valley Bank failure.  Plexo Capital’s Lo Toney, Capital Wealth Planning’s Kevin Simpson, and Launchpad Capital Founder Ryan Gilbert, join us to discuss the fallout. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
With the jobs report looming large, Scott Wapner and the Investment Committee debate what it will mean for stocks and your money.  Plus, Brian Belski joins us to talk about banks, the Fed, rates, and more.  And later, Bill Baruch has a Setup on Oracle ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fed Chair Powell testifies before the House Financial Services Committee on the state of the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jerome Powell wraps up his testimony, suggesting interest rates could go higher, faster, and stay there longer than previously thought.  Scott Wapner and the Investment Committee debate what all this means for the market and your money.  Plus, we cover the latest moves by the Committee, Stephanie Link selling some names, she explains why.  And later, we’ve got some Calls of the day on Delta, Bank of America, and Charles Schwabb.  The Committee break down what to do with these names.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what could be the most critical stretch of the year for stocks.  Thirteen trading days that will likely hold the key to where your money heads from here.  Plus, a Call of the Day on Apple, Goldman Sachs initiating a buy on the stock, the Investment Committee debate if now is the time to buy.  And later, a Chart of the Day on Nat Gas, Joe Terranova explains why you should own more oil than gas at these levels.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The S&P stays on pace to end its 3-week losing streak, Scott Wapner and the Investment Committee debate whether the trend will continue with rates taking a breather after pushing multi-month highs.  Plus, the Committee making some big moves in big tech, they break down all their trades.  And later, we grade your latest trades!Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss rising rates, sinking earnings, and hot inflation. They debate the implications for stocks and your money.  Plus a bullish Call of the Day on Semis, the Committee debates whether you should be buying names in the sector.  And later, we grade your latest trades!Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the markets in March and whether a new month will bring optimism or pain for investors.  Plus, Greenlight Capital’s David Einhorn joins us to discuss the market, the Fed, his 2022 performance, his outlook for 2023 and more.  And later, a Chart of the Day on Lowe’s, with a revenue miss and a weak outlook, is the stock a buy or sell at these level, the Committee weigh in.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The final day of a down month for stocks, Scott Wapner and the Investment Committee debate what March might bring for your money. Plus, top banking analyst Mike Mayo joins us to grade the second ever investor day for Goldman Sachs.  And later, a Call of the Day on some A.I. names by Bank of America.  The Committee discuss the best name in the group.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are bracing for more volatility.  What a flurry of new trades could be revealing about the road ahead for stocks and your money. Plus, Warren Buffett takes aim at the war against buybacks, calling the opponents “economically illiterate.” The Investment Committee weigh in. And later, we grade your latest trades!   For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss rates on the run and stocks on the retreat as inflation fears roil markets.  Plus, a Call of the Day on JP Morgan, Morgan Stanley says the bank can hit a $1 trillion market cap by 2030, the Committee debate whether you can buy it here.  And later, a Chart of the Day on Moderna, the stock getting downgraded.  Steve Weiss owns the name and breaks down what to do from here.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what NVIDIA means to the NASDAQ after beating earnings and the stock surging.  Is it a must own name in tech?  Plus, Jim Cramer joins us with an exclusive interview with JPMorgan’s Jamie Dimon.  And, the Committee making some major moves, they share their latest trades and why they’re making them.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the market will retest the October lows or restart the rally.  Plus, Intel cutting its dividend, Jenny owns it and weighs in on what to do with the name.  And later, we grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks falling sharply as rates continue to move higher, Scott Wapner and the Investment Committee debate whether the early year rally is over. Plus, a Chart of the Day on Home Depot, revenue and guidance misses, with ownership on the desk, the Committee weighs in on what to do with this and other retail names.  And later, we grade your latest trades!Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the state of stocks with the market under pressure as mixed economic data raises the possibility of more rate hikes.  Plus, a Chart of the Day on Draftkings, with the company’s 4th quarter revenue surging over 80%, is the stock a buy at these levels?  And later, we grade your latest trades!For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee on the most important debate in the market right now. Plus, the Chart of the Day on one stock dropping after earnings. And, our experts grade your latest trades.  For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate what today’s strong retail report means for the rally, the Fed and hopes of a soft landing. Plus, our Chart of the Day on one big earnings winner. And our experts grade your latest trades. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the road ahead for stocks and the impact of today’s CPI report. Wharton Professor Jeremy Siegel joins with his take. Plus, the latest portfolio moves from our experts, our Chart of the Day on one earnings mover, and the grades on your trades.For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investors getting ready for the CPI report tomorrow. Scott Wapner and the Investment Committee debate if it’s a make or break moment and what’s at stake for stocks. Plus, the committee has some fresh moves to share. Also, our Call of the Day on one sector that may be ready to reclaim leadership. And, we are ready to grade your latest trades.   For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the growth trade rollover and whether the early year rally is on its last legs.  Plus, a Call of the Day on Target, with consumer discretionary leading the other sectors this year, the Committee discuss what to do with some consumer names.  And later, we get to your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nelson Peltz declares victory and ends his proxy fight with Disney while Dan Love set his sights on Salesforce.  Scott Wapner and the Investment Committee debate what all the activism on Wall Street means for stocks and how you can benefits from it.  Plus, a Call of the Day on Bank of America, downgraded to underperform.  Steve Weiss owns it and calls in to break down what to do next with the name.  And later, Wynn surges on earning, Contessa Brewer joins us with an exclusive interview with Wynn CEO Craig Billings.   For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the three big stocks we’re watching today, Uber, Alphabet and Disney.  Plus, we’ve got some Calls of the Day on multiple stocks, the Committee weigh in on each.  And later, we grade your latest trades!Investment Committee Disclosures  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fed Chair Powell speaks about the economy and monetary policy. Scott Wapner and the Investment Committee debate what’s at stake for the markets. Plus, the committee is making moves. They reveal their latest buys. And, the big call on Buffett’s Berkshire Hathaway. Josh Brown weighs in on the stock.For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fed Chair Powell getting ready to speak following a strong jobs report. Plus, another big week of earnings. Scott Wapner and the Investment Committee discuss what’s at stake for the recent rally. Also, the biggest analyst calls on the street and a Chart of the Day on a stock that’s up 50% so far this year. And later, we grade your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the mega cap misses last night will cause the tech run to stall.  Plus, former Dallas Fed President Richard Fisher joins us to discuss the latest jobs report and what it means for the market and the Fed going forward.  And later, we grade your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The biggest earnings night of the season is upon us with Apple, Amazon, and Alphabet all reporting.  Scott Wapner and the Investment Committee are joined by super investor Brad Gerstner to debate what the huge earnings night means for the tech trade specially after Meta’s blowout report.  For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It’s arguably the most important day of this early year for stocks. Scott Wapner and the investment committee debate the state of stocks ahead of today’s Fed decision. Plus, our Call of the Day on one fintech stock seeing nice gains this year. And, our experts grade your trades.   For Investment Committee Disclosures please visit:https://www.cnbc.com/2022/03/03/halftime-report-investment-committee-disclosures.html  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed kicks off a 2-day meeting as we get a slew of earnings today. Scott Wapner and the Investment committee debate the trade from here. Plus, one committee member buying more of one Dow stock. Plus, GM surging after reporting a big beat, should you get in or sell here?  Also, a big call on Meta ahead of earnings tomorrow. And later, we grade your latest trades!For Investment Committee Disclosures please visit:https://www.cnbc.com/2022/03/03/halftime-report-investment-committee-disclosures.html  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the upcoming Fed Meeting, Jobs Report and Critical Earnings from the biggest tech companies on earth. Plus J&J sinks after a court rejects their latest talc bankruptcy case, what should you do with the name. And later, the Committee making some major moves and we cover all of them. Also, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate the road ahead for stocks, as another critical week looms large. Plus, trades on the day’s big earnings movers, and our experts grade your trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the road ahead for stocks, on the back of surprisingly strong economic data. Plus, Chevron announcing a dividend hike and a massive stock buyback. Is this a bullish sign for energy stocks? And later, a Call of the Day on Las Vegas Sands. What’s next for this stock and other casino names. Also, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Microsoft reporting weaker guidance, Scott Wapner and the Investment Committee debate what that could mean for tech and cloud stocks. Plus, Tesla earnings on deck. How the committee is viewing this stock. Plus, this stock is surging on its earnings beat, now up 30% since its last report. It also pays a nice dividend, too! And later, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Microsoft kicks off earnings for mega-cap tech. Scott Wapner and the Investment Committee debate what’s at stake for tech and for stocks overall. Plus, Steve Weiss has a new buy in the cyber space. Also, defense stocks driving higher. The Committee weighs in on the best names in the sector. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day on Salesforce, Kari Firestone and Jim Lebenthal call in to discuss the activists piling into the company. And later, some Calls of the Day on big chip names like AMD and Qualcomm, the Investment Committee take their positions in the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Dow and S&P coming off their longest losing streak in a month, Frank Holland and the Investment Committee debate whether the market is losing steam headed into a big week of earnings. Netflix surging on strong subscriber numbers, but is the stock ahead of itself? And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether we’re in a bear market bounce or entering a new bull market. Netflix is the first of the FANG names to report earnings today after the bell. What’s at stake and what do investors need to watch. Plus, a rare double downgrade for one financial stock. And, our Chart of the Day on one growth stock that’s up double-digits this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The S&P +4% so far this year, Nasdaq +6%. Scott Wapner and the Investment Committee debate whether it’s time to get less bearish following a strong start to the year. Plus, a tale of two investment banks – Goldman plunges on earnings, but Morgan Stanley rallies. How to play these two stocks from here. And later, we grade your most recent trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yardeni Research calls in to break it all down. Also, Nelson Peltz vs. Disney, the Committee debate whether the proxy fight can bring value back to Disney. And later, we’ve got some Calls of the Day on Cleveland Cliffs, American Tower, and ServiceNow - the Committee weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what tomorrow’s CPI will mean for the ongoing rally. We’ve got the latest must-see predictions from JP Morgan’s trading desk. Plus, a Call of the Day on Salesforce, getting downgraded to underperform at Bernstein, what should you do with the name now. And later, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee are on rally watch today as some say stocks have reached a critical point to start the year. Plus, Josh Brown sells Netflix, he explains why. Also, a Call of the Day on Boeing, downgraded by Morgan Stanley but target price raised, the Committee weigh in on this name, up 50% in the last 6 months. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
As stocks are trying to build on last week’s gains, Scott Wapner and the Investment Committee debate the CPI looming large along with the start of earnings. Plus, Steve Liesman joins us to discuss the Fed and what they have in store for the market. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fears about wage inflation eases. Scott Wapner and the Investment Committee debate what today’s data means for the Fed, stocks and your money. Plus, the Stock Summit continues, with the Investment Committee sharing their favorite stocks for 2023. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
More strong jobs data sending stocks tumbling. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, we continue our 2023 Stock Summit, with top picks for 2023 from our committee members. And later, we grade your most recent trades in “Grade My Trade.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the market will revisit the October bottom. Plus, the second day of our Stock Summit is underway, with the Committee picking their favorite picks for 2023. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Coming off the worst year since 2008, Scott Wapner and the Investment Committee debate the year ahead for your money and whether 2023 will provide new hope or another round of pain for investors. Plus, our second annual stock summit is under way where the Investment Committee share their best ideas for 2023. And later, a Call of the Day on Paypal, is the company a buy at these levels, the Committee weigh in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hello, 2023. Scott Wapner and the investment committee debate what the year ahead holds for your money. Plus, the latest portfolio moves from our experts, our Chart of the Day on one big energy stock, and the committee grades your trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the investment committee debate what the last trading days of the year may hold for your money in 2023. Plus, legendary play-by-play announcer Al Michaels joins us ahead of tonight’s big game. And later, our experts Grade your Trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
$10 Trillion has been lost in U.S. stocks this year. The worst for your money since 2008. Scott Wapner and the investment committee debate if there will be a big reversal in 2023. Plus, our Chart of the Day on one hard hit travel stock. And later, our experts Grade your Trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The final stretch for stocks. Scott Wapner and the investment committee debate if the Santa Claus rally is still in the cards for your money. Plus, our chart of the day on one stock down over 65% this year. And later, our experts grade your trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
After a volatile and stormy week for stocks, Brian Sullivan and the Investment Committee debate whether today is the start of the Santa Claus Rally amidst the ongoing teck wreck. Plus, your money moves for the last 5 trading days of the year. And later, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The sell-off is back. Brian Sullivan and the Investment Committee discuss if stocks are going to retest lows with the Nasdaq 3% away from its 52-week low. Plus, where’s the bottom for the beaten up tech trade? And, Tesla tanking today, now down 70% from its highs. Are more declines ahead? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks jumping on the back of results from Nike and Fedex. Brian Sullivan and the Investment Committee discuss consumer confidence data that jumped to its highest level since April and what it means for the market. Plus, the Committee go hunting for yield, picking stocks with a great dividend. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan and the Investment Committee discuss the surprise move on global interest rates, the mega-cap mauling, and stocks struggling to snap a 4-day losing streak. How should you position in this market right now. Plus, Bill Gross joins us to explain why he thinks the Fed should stop raising rates right now. And later, we grade you latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech getting wrecked again, building on last week’s big losses. Brian Sullivan and the Investment Committee debate how much more downside there is to go in the sector. Plus, energy also going lower, third worst sector this month, the Committee share their latest moves in these names. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss this rough week for stocks and what the final ten trading days of the year might bring for your money. Plus BMO’s Brian Belski joins us to explain why he thinks the weakness and volatility he anticipated for early 2023 is happening now. Also, top health picks for 2023. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A big sell-off on Wall Street. Scott Wapner and the Investment Committee discuss how to protect your portfolio amid rising rates and recession fears. Disney the worst stock in the Dow and Netflix the worst stock in the Nasdaq-100 today. Should you buy on this big drop? Plus, a fresh list of top stock picks for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee get ready for the 2pm Fed meeting, what it will mean for your money and the rally. Plus, Tom Lee joins us to lay out his case for S&P 4,750 in 2023. And later, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if the latest inflation data is a game-changer for a year-end rally. Plus, the committee making moves in financials, industrials and media. They reveal their latest buys. And, we are ready to grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether there’s momentum for a rally and if the Fed is likely to send stocks surging into the end of the year. Plus, analysts expecting a choppy but bullish market for tech in 2023, are they right, the desk weigh in. And later, we Grade your Trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the frustration with inflation as the latest read comes in hotter than expected just as stocks looked ready to rally. Plus, Chief Global Markets Strategist for JP Morgan, Marko Kolanovic joins us to explain why he sees growing recession risks for 2023. And later, some Calls of the Day on consumer names Netflix and Costco, with ownership on the desk, the Committee weigh in on these names and what to do with them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Nasdaq on a 4-day losing streak and now down 30% from highs. Scott Wapner and the Investment Committee debate what could stop tech’s big slide. Plus, we’re Grading your Trades! And, our chart of the day is a stock that’s a big winner today, and this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate whether stocks can mount a rally in the face of the Fed and recession fears with such bad sentiment. Plus, oil now negative on the year and in a different direction compared to energy stocks. How to play the sector from here. And, ‘Grade my Trade’ – you’ve got moves, the committee weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the year-end rally is possible with a directionless December. Plus, Jeffrey Gundlach shares his latest views on the market and the Fed in CNBC’s FA summit, we bring you the biggest headlines from that interview. And later, President Biden tours a TSMC facility with Apple’s Tim Cook, NVIDIA’s Jensen Hwang, and Micron’s Sanjay Mehrotra in attendance. The Committee break down what it means for Semi and Tech stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks sink. Scott Wapner and the Investment Committee debate whether to buy or sell into year-end. Plus, the committee reveal their latest buy and sells. Also, China stocks rallying again and one big Wall Street firm gets bullish on those stocks for the first time in 2-years. Should you buy? Or is it buyer beware? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The latest jobs report comes in higher-then-expected. Scott Wapner and the Investment Committee debate what the latest report means for an end of year rally. Plus, a 5-star stocks picker who’s beating the market this year gives us his best plays. And, this stock is on pace for its best week in a month. We’ll reveal it in our Chart of the Day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if a year-end rally is still possible on the back of Chair Powell’s comments. Plus, the investment committee share their latest buys and sells in this market. Also, Dollar General down after earnings, with a Committee member buying more, they call in to explain. And, ChargePoint out with earnings after the bell. Josh Brown tells us what he’s watching in the results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The market counting down the minutes to Powell’s Fed Speech, Scott Wapner and the Investment Committee discuss the best moves you can make no matter what he says. Plus, the Committee making some big moves in Healthcare and Tech, they explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the final stretch for stocks with only five trading weeks left in the year. Will China risks bring the market down or will we end the year positive. Plus, the Retail trade, with holiday shopping in full swing, the Committee break down which names will see the most benefit. And later, some Calls of the Day on some defense names with ownership in the Committee, the desk weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks pushing higher ahead of the Fed Minutes, Dom Chu and the Investment Committee debate the recent rally and whether it can keep going into year-end. Plus, the retail sector on pace for its worst year since 2008, but a number of stock hitting new highs. We’ll tell you what’s working and not working in retail right now. And, Tesla shares down 35% in the past 2-months. Is the stock turning into a value opportunity? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the state of stocks and whether the year-end rally stays intact, or a reversal is coming. Plus, gray skies for cloud stocks, pacing for their worst month since April. Is there more pain to come? And, boring stock, but great returns. Why one ignored group is hitting all-time highs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bob Iger returns to Disney in a surprise move. Scott Wapner and the Investment Committee debate if the move will bring magic back to the stock and if investors should buy it from here. Plus, oil sliding again, now down 15% in 2-weeks. How to play the energy sector now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the latest hawkish remarks from Fed Member Jim Bullard and what it means for the market. Plus, we’ve got some Calls of the Day on ServiceNow and Deere, the Committee weigh in on these names. And later, the Committee’s top stocks to watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
One of the most critical earnings reports happening after the bell, NVIDIA is down more than 50% from its highs but up 40% over the past month. Scott Wapner and the Investment Committee debate NVIDIA earnings and what it means to the tech and chip sectors. Plus, a Call of the Day on Home Depot, with ownership on the desk, the Committee discuss if the name should be held or sold. And later, we go over some “unloved stocks with favorable signals”, a list released by Wolfe Research. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks rise after another inflation read comes in cooler than expected, Scott Wapner and the Investment Committee debate what it all means for the state of the rally, is 4,100 the next stop for the S&P? Plus, have semis bottomed? The group crossed above its 200-day, the Committee break down the best names in the sector. And later, a Call of the Day on Netflix, with a double upgrade on the name, and ownership on the desk, the Committee debate what to do with the stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The S&P coming off its best week since June. Scott Wapner and the Investment Committee debate whether last week’s historic rally has enough momentum to keep going higher into year end. Plus, we’ve got a Call of the Day on Bank of America, with lots of ownership on the desk, the Committee break down the stock. And later, hedge funds are taking some major positions in semis, should you follow them? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how much stocks can rally after posting an incredible day yesterday. Can it keep going to the end of the year, and beyond? Plus, we dive in to the FTX fallout and debate whether it will affect the market at large. And later, on this Veterans Day, we honor our Committee members who served and take some questions from Veterans in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inflation cools, markets soar, yields fall. Scott Wapner and the Investment Committee discuss the big jump in stocks after CPI comes in cooler than expected. Plus, Jeremy Siegel joins us to break down everything from the Fed to crypto. And later, a Call of the Day on Tesla and it’s continued downward trend, the Committee debate what to do with the stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what investors do if we get another hot CPI print. BMO’s Brian Belski joins us on the desk to weigh in. Plus, the Committee gets you ready for Wynn earnings after the bell. And later, some Calls of the Day on Cisco and Abbvie, the Committee take their positions on the names Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. Plus, Industrials among the top performers in the past month and one committee members has a new buy in the space. Also, Disney earnings on deck. The committee gets you ready. And later, the list of stocks making stealthy double-digit moves higher. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Midterms, CPI, Fed Speakers and Key Earnings. Scott Wapner and the Investment Committee debate all of the big events this week and what it means for your money. Plus, the Committee making some major moves, we dive in to all of them and the reasons why ahead. And later, we cover some Calls of the Day and big consumer names, the Committee take their positions on those stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some fintech stocks, the Committee weigh in on these names. And later, we look ahead to key earnings next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish talk is priced into the market already? Plus, is a year-end rally still possible, the committee weigh in? And later, Morgan Stanley’s Chief Global Economist Seth Carpenter joins us to discuss why he sees a notable economic slowdown that borders on global recession coming. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed getting ready to raises rates again. Scott Wapner and the Investment Committee debate how to position your portfolio from here and whether a Fed ‘pivot’ is likely, or not. Plus, the Committee making a lot of moves in their portfolios – they break down their latest buys and sells. And, Boeing flying high on the back of comments from its analyst meeting. Is the worst over for the stock? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A new trading month gets underway. Dom Chu and the Investment Committee debate if investors should keep riding the rally after October’s big gains. Plus, Morgan Stanley’s Mike Wilson explains why he thinks the bear market isn’t over, but a tactical rally is still in the cards. Plus, Uber shares popping on its revenue beat. Josh Brown owns it and weighs in on the stock. And, the best stocks ideas for November Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead of the Fed and the busiest week of earnings. Plus, Morgan Stanley cutting estimates on some chip names, the Committee take their positions in the sector. Also, biotech breaking out. And later, the Committee shares their latest moves as October closes out. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss if Apple is “The Last FANG Standing.” And whether it’s time to rotate out of tech to value. Plus, Chevron and Exxon hitting record high. Does this trade still have legs?. And, later, the committee gets you ready for the busiest week of earnings season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta is the most recent mega cap stock to participate in the big tech meltdown, Scott Wapner and the Investment Committee debate whether Apple and Amazon can save mega cap tech. Plus, Josh Brown buys Meta sub-100, he explains why. And later, Amy Raskin making lots of moves as we close out this week, she breaks down her trading strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alphabet and Microsoft disappoint, but markets move higher. Frank Holland and the Investment Committee debate what their results mean for Meta after the bell and Apple and Amazon tomorrow. And, is a year-end rally still possible without tech? Plus, Boeing hits session lows after reporting a surprising loss, Jim Lebenthal joins us on the phone, he owns the stock and breaks down what it means for the name. And, bullish calls on one metaverse play. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the latest call from star analyst Dan Ives, calling today’s earnings the moment of truth for tech stocks. Plus, Wells Fargo analyst Mike Mayo joins us to explain why he thinks this will be the best recession for banks in the last half century. And an interesting new call on how to play Apple ahead of earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital sends an open letter to Mark Zuckerberg about Facebook, the Committee break down what it means for the name. And later, a Call of the Day on Disney, Wells Fargo calls it their favorite name in media, the Committee take their positions on the entertainment giant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A big rally on the street. Scott Wapner and the Investment Committee debate the next move for stocks after yields hit new highs. Plus, bracing for mega-cap tech – the stocks the committee has the most and least confidence in. And, a lot more names outside of tech set to report. The names you should be watching. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus the Committee making some moves in multiple sectors, we dive in to their trades. And later, a new bearish letter from Greenlight Capital’s David Einhorn tells his investors to sell stocks, the Committee weigh in on what it means for the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good reports can keep stocks climbing. Plus, a Call of the Day on cybersecurity stocks, the Committee weigh in on the sector. And later, Energy continues to rally, are there still opportunities in the names? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the two-day rally for stocks. Should you believe in it or fade it? Plus, Starboard picks up a ‘significant’ stake in Salesforce, sending the stock higher. Jim owns it and breaks down what it means for the name. Also, a big bearish bet on one stock ahead of earnings tomorrow – we have the options action. And later, Netflix reports after the bell, the Committee take their positions in the streaming sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the current rally and whether its sustainable. Plus, Small Caps vs Large Caps, the committee debate the better buy in this environment. And the committee weighs in on the biggest analyst calls on the street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether earnings in the days ahead will deliver another blow to the bulls. Plus, BMO’s Brian Belski joins us to explain why he’s cutting his S&P year-end target. And later, are semi stocks getting close to a bottom? The Committee weigh in on the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Another worse than expected CPI number sends stocks tumbling, but then they reversed course into the afternoon. Scott Wapner and the Investment Committee debate why, and how you should trade it. Professor Jeremy Siegel of the Wharton School joins us to help break it down. And later, the Committee get ready for a big earnings week for financials, kicking off this Friday. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big options bet on the 10-year yield executed today, Scott Nations, founder of the Nations Index, joins us to break it down. Also, big banks hitting new lows, the Committee take their positions ahead of earnings this Friday. And later, the one sector expected out outperform into year-end. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A huge rebound for stocks after the S&P hits a new 52-week low. Scott Wapner and the Investment Committee debate if stocks are close to bottoming. Plus, some bearish calls on streaming stocks, the Committee take their positions on some of the names they own. And, Uber shares slammed as it faces a major setback on the gig economy. Josh Brown owns the stock – he weighs in Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nasdaq hits a 2-year low. Scott Wapner and the Investment Committee debate whether the rally is done. Plus, JPMorgan’s Jamie Dimon weighs in on recession fears and market. The committee reacts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Another sell-off on Wall Street today after a strong jobs report revives fears about inflation and the Fed’s rate hike Plan. Frank Holland and the Investment Committee debate what the bigger risk is right now, inflation or recession? Plus, a warning on semis shocking the sector, with a lot of ownership amongst the Committee, what’s your best trade from here with these stocks. And later, Energy names continue rising higher, should you be in the sector? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks are up and down and back again this week, Scott Wapner and the Investment Committee debate the rally ahead of a big earnings season set to kick off soon. Plus, semis are up for 3 straight days this week, can the sector keep rising? The Committee weigh in. And later, bank estimates have been cut ahead of earnings, the Committee take their positions in financials. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks down today after two days of big gains, Frank Holland and the Investment Committee debate where stocks go from here. Plus, Mr. Wonderful, Kevin O’Leary, unveils his new investing strategy – shifting away from growth. He also reveals his new buys around that strategy shift. And, OPEC is planning a historic price cut in oil, what does it mean for the energy sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Frank Holland and the Investment Committee debate the best start to a quarter since 2009. Should you trust the rally and buy some names, or is this a bear market bounce? Plus, sources says Elon Musk is agreeing to buy Twitter at 54.20/share, sending the stock higher, is it a buy at these levels? And later, we’ve got one of the top financial advisors in the country joining us to discuss how to navigate the volatility in the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether there’s any relief in sight for stocks after another disappointing quarter closes today. Plus, Nike is on pace for its worst day in two years, Stephanie Link calls in to explain why she’s holding the stock. And later, some big Calls of the Day on Disney and McDonald’s, the Committee take their positions on these household names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is making a lot of moves in this volatile market. We reveal and debate their latest buys and sells. And, why one of the oldest investing strategies in the book may be starting to look good again. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks rally as the UK government intervenes. Scott Wapner and the investment committee live at Delivering Alpha to debate if stocks are anywhere close to bottoming. Plus, Apple sinking on reports it plans to drop production increases for its iPhone. What this could mean for the markets and tech. Plus, famed short-seller Jim Chanos joins us live to discuss his current position on the market and where he sees it going in the next few months. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if the Fed has gone too far, too fast and whether it will it cause stocks to crash and the economy to tank. Plus, Brian Belski of BMO Capital joins us to reiterate his belief that the S&P will end higher on the year. And later, the Committee is making some moves in the energy space, they reveal their trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks retesting their June lows in the last trading week of a volatile month. Dom Chu and the Investment Committee debate how much lower the market goes from here. Plus, tech coming off its worst 2-week stretch since the start of the pandemic. And, the Investment Committee share the major moves they are making in their portfolios. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner and the Investment Committee debate the most crucial question for the market, how far will stocks fall from here? Wharton Professor Jeremy Siegel weighs in on everything from the Fed, inflation and the markets. Plus, tech getting wrecked and one committee members is making moves in the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the playbook for stocks on the back of the Fed’s latest rate hike and forecasts. Plus, Josh Brown reveals his 3 new buys in this markets. Also, is it time to start buying the big banks? And later, the list of cheap stocks that are trading below their pre-covid levels and that Wall Street loves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk from a rate hike? Plus, the biggest street calls you need to know about today. And, big bank CEOs testify on capitol hill. The Committee debates what’s next for the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can keep going higher in the face of it all. Plus, NVIDIA rolling out new products, has the battered stock reset? And later, a Call of the Day on Diamondback Energy, the Committee take their positions in the energy sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate this critical week ahead with a Fed rate hike looming and stocks sitting at key levels. Plus, the Committee making some major moves in dividend stocks. They reveal their new buy and favorite picks. And later, a big bullish call on beaten down housing stocks. Is it time to buy these names to get ahead of the curve? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss what FedEx’s big warning is signaling about the economy and what it may mean for the Fed’s rate hike plan. Plus, the committee is making a lot of moves in this market. They unveil their latest buys and sells. And later, a number of bullish calls on the beaten down cloud names. The desk debates if it’s safe to buy them yet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on where the tech wreck goes from here and reveal his new buys. And later, the legendary Al Michaels joins us to talk about Amazon’s new venture into Thursday Night Football. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The day after the massive market meltdown. Frank Holland and the Investment Committee debate whether stocks are going to retest the June lows. Plus, a number of mega-cap tech names hitting new 52-week lows, how should you position your portfolio in this sector? And, hunting for ‘quality’ stocks. The names that may be worth considering in this market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The latest key inflation read coming in hotter than expected. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, Wharton’s Jeremy Siegel joins us to break down all the data and discuss if the Fed is going to make a big policy mistake. And, energy hanging in today’s selloff. One stock in the group actually rallying today. It’s a Josh Brown stock – he weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the big week ahead for stocks as tomorrow’s critical inflation read on the CPI could threaten the current rally. Plus, Skybridge Capital’s Anthony Scaramucci joins us to discuss whether the crypto winter is getting any closer to changing seasons. And later, Joe Terranova explains why he’s buying Disney at the close. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
While stocks push higher today, Dom Chu and the Investment Committee debate a big warning from a major investor about why stocks could fall to their June lows. Plus, Jim Lebenthal is buying more of one Dow component that’s in his portfolio. And later, two big software stocks getting ready to report earnings next week. The committee gets you ready. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss if the markets are now on the same page as the Fed and how investors position from here. Plus, Josh Brown has two new buys in the energy space. He’s also adding to a name that’s already in his portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, Apple kicks off its iPhone event. How the Committee is positioning into it. And, oil tanking 5% today. Veteran energy trader, Mark Fisher, makes a surprise call into the show to give us his take on the drop. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss where stocks go from here after 3 weeks of losses. Plus, Apple gets ready for its big iPhone event, can the tech behemoth save the tech sector? And later, some Calls of the Day on Fedex, with a price target cut, the Committee weigh in on the transports sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for stocks. Plus, we’re gearing up for Apple’s big iPhone event next week, the Committee take their position on the stock. And later, we’ve got some Calls of the Day on the cybersecurity names, should you put money in the sector? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treacherous for stocks and how you should trade it. Plus, Cathie Wood’s Ark funds sees the biggest monthly outflow in nearly a year, the Committee weigh in on her picks. And later, NVIDIA shares are down 9% after the US announces new licensing rules against the company, what should you do with the stock from here, the Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listening to the show and calls to discuss what the Fed will do next on inflations and rates. Also, the committee making major moves in this market. And later, CrowdStrike set to report earnings after the bell – Josh Brown tells you the one metric you should watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jerome Powell’s speech still reverberating through the market, sending stocks lower. Scott Wapner and the Investment Committee debate the fate of the market and what you should do from here. Plus, Tech stocks coming off their worst week since June, why one committee member is planning to buy more Apple. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Now that Powell has made his remarks, and stocks take a tumble, Scott Wapner and the Investment Committee debate where stocks go from here once the dust settles. Plus, Tom Lee joins us to explain why he’s even more confident in his greater than 4800 year-end target for the S&P. And later, a Call of the Day on NVIDIA as tech investor Paul Meeks says to forget about the stock, even on the dip. The Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed kicks off the big summit in Jackson Hole. Scott Wapner and the Investment Committee debate 50 vs. 75 when it comes to the next rate hike and what’s at stake for your portfolio. Plus, Salesforce dropping on the back of its earnings and outlook. One member of the committee is making a move on the stock – find out what they are doing. And later, Morgan Stanley unveils a list of stocks to own for the next 12 months, the Committee pick their favorites from the bunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jackson Hole looming large and key tech earnings dropping soon. Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate how you should position yourself from here. Plus, JP Morgan Chief Global Market Strategist Marko Kolanovic explains why he is not on board with the bears. And later, Salesforce and Snowflake earnings after the bell, the Committee take their positions in the cloud names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the uncertain road for the market and whether the summer sizzle for stocks is ending. Plus, legendary short seller Jim Chanos joins us to respond to Coinbase CEO Brian Armstrong on retail fees and the fate of the company. And later, Palo Alto Networks surges on an earnings beat, the Committee take their positions on the name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if the Summer’s big bounce is over. Plus, NVIDIA reports earnings this Wednesday, the Committee weigh in on the name and the sector as the NASDAQ suffers heavy losses. And later, cloud earnings on deck, with Salesforce, Zoom, and Palo Alto all reporting, the Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if stocks can continue to climb higher and how to position ahead of this Friday’s crucial inflation report. Plus, shares of Intel plunging as one firm on the street takes down its estimates again. And, is the housing trade starting to crack? And later, Pete Najarian reveals his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss Target’s big warnings and what it means for retail, consumer and corporate earnings. Plus, Wall St. not giving up on the hottest trade this year. How much more room is there to run? Also, have recession risks been fully priced into banks stocks? And later, Jon Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the rally in stocks and why some market analysts say it’s poised to continue. Plus, the Committee discuss Apple ahead of it’s big Worldwide Developer’s Conference today, is it time to buy the name? And later, Jon Najarian share some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate the viability of tech stocks in this market after a star analyst raises new worries about Apple. Plus, Tom Lee joins us to explain why he thinks the FAANG names and the NASDAQ will be the first to rebound. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if stocks are now closer to a buy than a sell. Plus, Microsoft cuts it guidance. Are more earnings revisions coming? And what will it mean for this market? Plus, the best performing sector this year getting more bullish calls. The committee discuss how much higher it can go from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate what June will hold for Stocks after a volatile, but ultimately flat May. Plus, Mark Fisher of MBF Trading Joins us to talk Energy and why Nat Gas remains the better trade over oil. And later, Jon Najarian shares some Unusual Activity in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Melissa Lee and the Investment Committee debate whether the recent run is a bear market rally or something more meaningful. BTIG’s Jonathan Krinsky joins us to explain why he thinks the market is setup to go lower this Summer. Plus, BMO’s Brian Belski says why communication stocks are due for a rebound. And later, the Investment Committee weighs in on some big earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate if the move in stocks is sustainable as stocks look to break multi-week losing streaks. Plus, one top financial advisor is making a lot changes to his portfolio – and raising a lot of cash. And, Jon Najarian is tracking big options activity in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether this bounce is sustainable after the market finally breaks the longest weekly losing streak in two decades. Plus, NVIDIA price targets have been cut across the board, what does it mean for the stock. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee discuss the state of the tech trade as NVIDIA earnings loom large this afternoon. Plus, Ed Yardeni of Yardeni Research cuts his S&P Outlook, he joins us to explain why. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether Snap’s outlook and plunge in socials stocks have derailed the long-awaited rally. Plus, Best Buy and Abercrombie both cut their outlooks. What’s next for the retail wreck. And later, Pete Najarian shares some Unusual Activity he’s seeing in one energy name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether a short-term rally is possible after the Dow’s eight straight week loss. Plus, financials rallying on bullish comments from JPMorgan. Is it time to start buying the battered banks? Also, Energy is up 50% year-to-date, is a shakeout coming? And, we’re answering your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate when the selling will stop as the S&P officially enters a bear market on an intraday basis. Plus, is it safe to start buying the tech wreck? Also, the Committee making a lot of moves in this market. We unveil and debate them. Palo Alto surges on an earnings beat, should you buy the cyber names? And later, JP Morgan calls Salesforce “to cheap to ignore”. Is it the right call? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how close the market is to a bottom as the Dow hits a new intraday low today. Plus, Jim Lebenthal finally cuts his S&P price target, he’s on to explain how he feels about stocks right now. And later, BTIG’s Jonathan Krinsky says there’s nowhere to hide in this market, he’ll join us to explain. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate whether the retail blow-up just crushed the bear market bounce in its tracks. Plus, the Mega Cap Tech Trade under pressure, how should you trade this sector. And later, Visa and Mastercard initiated as buys, the payment stocks are our Call of the Day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.