Halftime Report

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

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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.

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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

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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.  

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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

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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

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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.

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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

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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

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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

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