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

Nike: Just Sell It? 12/22/23

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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

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

Surging Stocks and More 5/17/24

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

Dow tops 40k 05/16/24

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.

A New Price Target for the S&P 500 5/15/24

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

Stocks Creep Towards New Highs 5/14/24

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.

Nike: Just Sell It? 12/22/23

Download our free app to listen on your phone