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.
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46:32
Trading Trump’s Trade War 04/16/25
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.
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44:06
Is the Worst Over for Stocks? 4/15/25
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
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44:07
Trading the Tariff Whiplash 4/14/25
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
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43:59
Navigating a Week of Volatility 04/11/25
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.
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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