Halftime Report

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.”

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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.

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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.” 

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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. 

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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

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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

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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. 

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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

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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

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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

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