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
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44:00
Reassessing the Rebound 5/9/25
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
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44:14
Can Stocks Keep Climbing? 5/8/25
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
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43:10
Time to get Bullish? 5/7/25
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
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44:14
Trading the Market Ahead of the Fed Decision 5/6/25
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
Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.
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