Plus, weve got a chart of the day on one oil name that just beat on earnings. Data is a real-time snapshot *Data is delayed at least 15 minutes. Data is a real-time snapshot *Data is delayed at least 15 minutes. Brenda Vingiello, Steve Weiss, Joe Terranova, Jenny Harrington join the 'Halftime Report' to discuss takeaways from the recent Nike and FedEx earnings reports, the relationship between earnings . She just talks non sense to justify whatever she feels at that moment. Plus, a Chart of the Day on First Republic Bank, as shares sink. CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's. And the panel grades your latest trades on CVS and Wynn Resorts.Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. Get this delivered to your inbox, and more info about our products and services. Plus, weve got a chart of the day on one oil name that just beat on earnings. Writing covered calls is a great way to hedge positions, says Capital Wealth's Kevin Simpson, New Fed report outlines how weakness in regulation and supervision led to the SVB collapse, Big Tech's big week: Key earnings themes from Amazon, Meta, Microsoft and Alphabet, Meta's earnings reflect one of the best turnarounds of all time, says Ritholtz's Josh Brown, Microsoft will have harder time surprising investors to the upside, says Ritholtz's Josh Brown, Disney sues Florida Gov. Data is a real-time snapshot *Data is delayed at least 15 minutes. CNBCs Scott Wapner and the Streets top investors get to the heart of the action as its happening and help set the agenda for the rest of the day. It's very difficult to grow there and I just think there's places, there's other places, in the market for me to take that capital and spend.". Get this delivered to your inbox, and more info about our products and services. Plus, a Chart of the Day on the top performing sector this month. Jennys firm is long AAP, AIN, AMBP, APTV, AXAHY, AXP, BAESY, BASFY, BGS, BMY, CARR, CODI, CSCO, CWEN, DBSDY, DEA, DIS, DOW, DPSGY, DTEGY, DVN, EPD, ET, FCX, FISV, FLNG, FTAI, GSK, GXO, HLN, HLPPY, HTGC, IBM, INTC, IRM, IX, JBLU, KB, KCDMY, KGFHY, KMI, KMX, KSS, LAMR, MAR, MATV, MDT, META, MITSY, MMM, MMP, MTRN, NEE-P, NGG, NGLOY, NNN, NOC, NRDBY, NYCB, OKE, PANW, PFE, PKX, PSTL, PXD, RE, REGN, RIO, RXO, SBLK, SBRA, SCHW, SHEL, SKHSY, SLG, SMFG, SSREY, STX, SWKS, SYY, T, TATYY, TELNY, TER, TM, TMO, TTE, UBER, UL, UMPQ, UPMMY, URI, VEOEY, VZ, WMB, WU, XPO, ZBH, ZURVY. I may not always agree with some of the other guest but at least they have a method they stick to not just whatever. Investment Committee Disclosures, Mega Cap Momentum and How to Trade it 4/27/23, Scott Wapner and the Investment Committee discuss the momentum in mega cap stocks and how you should trade it. See omnystudio.com/listener for privacy information. But please keep political ads if you can off this podcast like Rachael Maddow s new podcast accusing Trump of all kinds of nefarious deeds . Joshua Brown is co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $2 billion for high net worth investors, corporate . Sign up for free newsletters and get more CNBC delivered to your inbox. Got a confidential news tip? Its higher today. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. watch now. Im a New York City-based financial advisor at Ritholtz Wealth Management LLC. Chief Market Strategist & Director of Advisor Advocacy, Private Advisor Group, Former Chairman and CEO, Continental Airlines, Portfolio Manager, Kayne Anderson Rudnick, Chief Investment Officer, Bleakley Financial Group, Founder & Managing Partner, Veritas Financial, CEO and Co-founder, Ritholtz Wealth Management. Investment Committee Disclosures. For up-to . Jason Snipe of Odyssey Capital Advisors, who bought shares of Disney in August of last year, on Thursday decided to sell his stake. Get this delivered to your inbox, and more info about our products and services. CNBCs Scott Wapner and the Streets top investors get to the heart of the action as its happening and help set the agenda for the rest of the day. 2023 CNBC LLC. JON NAJARIAN: Weekdays, 12-1p ET on @CNBC. Investment Committee Disclosures, Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Microsoft will have harder time surprising investors to the upside, says Ritholtzs Josh Brown, Bank of America bearish on Charles Schwab, https://ritholtzwealth.com/blog-disclosures/. DCM is an asset management firm that has been dedicated to serving institutions, families and the. Investment Committee Disclosures. And the panel grades your latest trades on CVS and Wynn Resorts.Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. Investment Committee Disclosures, Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Submit your questions for the traders below, Bank of America bearish on Charles Schwab, Whirlpool upgraded to buy at Goldman Sachs, Intel upgraded to Market Perform at Bernstein, Walmart upgraded to outperform at Evercore, Bank of America upgrades Paramount to buy, Caterpillar downgraded to underperform at Baird, BofA says Netflix shares are poised to outperform, Final Trades: Amazon, UnitedHealth, Honeywell & more, Final Trades: UnitedHealth, Johnson & Johnson & more, Final Trades: UnitedHealth, Tractor Supply & more, Final Trades: Gilead, Vertex, Wynn & more, Final Trades: T-Mobile, Goldman Sachs, Corteva & more, Final Trades: JPMorgan, Abbott Labs, UnitedHealth & more, Final Trades: Estee Lauder, Goldman Sachs, Alphabet & more, Final Trades: Biotech, Defense, Thermo Fisher & more, Final Trades: Vertex, ConocoPhillips, Moderna & more, Final Trades: Pioneer, Oracle, CVS & more, Final Trades: Abbvie, Thermo Fisher & more, Final Trades: Semis, Gold, Chevron & more. Mark as Played. Plus, a Chart of the Day on the top performing sector this month. Halftime Report is on the front lines of CNBC's market coverage. She is a Div and value investor that buys arkk and Tesla. Plus, a Chart of the Day on First Republic Bank, as shares sink. Best Debt Consolidation Loans for Bad Credit, Personal Loans for 580 Credit Score or Lower, Personal Loans for 670 Credit Score or Lower. We want to hear from you. The one woman they have all on all the time is terrible. Halftime Report is on the front lines of CNBC's market coverage. For disclosure information please visit: https://ritholtzwealth . Halftime Report is on the front lines of CNBC's market coverage. Steve Grasso. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Weiss is long BAC, BG, GOOGL, GS, GXO, HUM, JOET, JUST, MRNA, TTEC, UNH. Halftime Report is on the front lines of CNBC's market coverage. Joe is long stock ABBV, ADM, BAC, CRWD, DE, EOG, EQT, FCX, GLD, IBB, JOET, JPM, MA, MRK, MS, PXD, TWLO, TXN, UBER, UNH, V, VLO, VRTS. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Thu, Jul 14 2022 12:41 PM EDT. Jon Najarian is the former American football player turned professional investor, money manager and media analyst. Bryn has more than 25 years of . Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss and debate a big batch of todays earnings results and get you ready for two tech titans reporting after the bell. Plus, weve got a chart of the day on one oil name that just beat on earnings. 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. This kind of stiff isnt even the halftime demographic ? Watch this show religiously every day. Jay Clayton. PleaseCan anyone stop Jim Cramer embarrassing CNBC and his family? Josh Brown, Ritholz Wealth Management CEO, joins 'Halftime Report' to discuss his top stock and sector pick for 2022. Get this delivered to your inbox, and more info about our products and services. Published Fri, Oct 21 201610:37 AM EDT Updated Fri, Oct 21 201610:42 AM EDT. Halftime Report is on the front lines of CNBC's market coverage. As the Russian invasion of Ukraine has increased fear and uncertainty in markets around the globe, investors have been turning to sectors that will withstand a hostile market. Data is a real-time snapshot *Data is delayed at least 15 minutes. SUBMIT YOUR QUESTIONS HERE. A Division of NBCUniversal. CNBC October 27, 2022 12:00pm-1:00pm EDT "Fast Money Halftime Report" is on the front lines of CNBC's market coverage; host 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. Loretta Mester, The differential between the large and small cap techs is huge, says Aureus' Kari Firestone, Travelers' shares spike higher following earnings beat, Hightower's Stephanie Link calls Goldman Sachs a 'hot mess' after its revenue miss, The defense sector is having a breakout moment: Ritholtz's Josh Brown, The 'Investment Committee' weigh in on the traditional 60/40 portfolio, We're out of the bear market woods but not in the clear for the bull: Gilman's Jenny Harrington, The Halftime Report investment committee assess the state of semis, Inflation remains sticky and Fed will keep hiking rates, says Hightower's Stephanie Link, We want to hear from you! 2023 CNBC LLC. Tim Ferriss: Bestselling Author, Human Guinea Pig. Halftime Report airs weekdays 12-1PM ET on CNBC TV. "Fast Money Halftime Report" is on the front lines of CNBC's market coverage; host CNBC's Scott Wapner and the Street's top investors get to the heart. All Rights Reserved. All Rights Reserved. Guess what the subs were great in the last quarter but it's a fragmented industry. Less Jim! Microsoft will have harder time surprising investors to the upside, says Ritholtz's Josh Brown from CNBC. Weve also got a bearish Call of the Day on one financial services stock that a few of our experts own. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Data is a real-time snapshot *Data is delayed at least 15 minutes. Josh Brown's top stock picks in 2022: AOS, RBLX, BRK.A. We want to hear from you. Get this delivered to your inbox, and more info about our products and services. Final Trades: 3M, Exxon, CarMax & more from CNBC. Monday - Friday, 12:00 - 1:00 PM ET Fast Money Halftime Report This week's top trades from the 'Halftime Report' investment committee Published Fri, Mar 25 202211:09 AM EDT Cara Caruso. Many of you will know that the US financial markets are covered well by cable news network CNBC; and I've become a fan of the lunchtime "Halftime Report". He bought shares of iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and iShares U.S. Aerospace & Defense ETF (ITA) on Tuesday. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Ms. Finerman co-founded New York-based hedge fund Metropolitan Capital Advisors in 1992 and serves as its CEO. 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. Sign up for free newsletters and get more CNBC delivered to your inbox. This podcast makes it easier to catch up what Ive missed - thanks to the Judge and the entire half time team for great content! Does he not like their opinions, does he thinks he knows more than experts, or does he just like the sound of his voice. Halftime Report airs weekdays 12-1PM ET on CNBC TV. We want to hear from you. All Rights Reserved. Halftime Report airs weekdays 12-1PM ET on CNBC TV. And our experts grade your latest trades.Investment Committee Disclosures, Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. I am not interested in how many points an index is down; tell me the % change. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Jason is long AAPL, ABBV, AMZN, ANET, AXP, AZO, BAC, BLK, CL, COST, CVS, CVX, FDX, GOOGL, GS, HON, IBB, LOW, MAR, MGM, MSFT, NFLX, NOW, NVDA, PANW, PG, PNC, PYPL, QCOM, TGT, UNH, VFH, XLB, XLE. A Division of NBCUniversal. Got a confidential news tip? Jim is long stock AAPL, ABBV, ALK, BA, BMY, BRK-B, C, CLF, CPT, CSCO, CVS, DAL, DCO, DE, DIS, DOV, GBX, GM, GOOG, GPC, GS, HD, JPM, KMI, KRE, LOCL, MSFT, NXPI, ORCL, PARA, QCOM, RIG, RTX, SHW, TMO, UNP, V, VRTX, WYNN, XOM. We want to hear from you! Tue, Jan 4 . Tony on CNBC Halftime Report today, 3/23/20: Consult financial advisors before you make a decision on your stocks. Halftime Report is on the front lines of CNBCs market coverage. A Division of NBCUniversal. Plus, a Chart of the Day on First Republic Bank, as shares sink. More Favorite Location: New York, NY Description: Microsoft will have harder time surprising investors to the upside, says Ritholtzs Josh Brown from CNBC. He acknowledged the company's most recent earnings report was strong, but he sees better opportunities in the market right now. Dow stock Disney, down more than 6% in a month, faced several hurdles this week with the closure of the Shanghai Disney Resort amid a Covid outbreak in China, and planned employee walkouts in protest of CEO Bob Chapek's delayed denunciation of Florida's so-called Don't Say Gay bill. Steven Grasso is the CEO of Grasso Global Inc. An earlier version of this page misstated those holdings. 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. Plus, our Call of the Day on two big upgrades for one transportation stock. "My bet is over the next three years they're going to grow significantly relative to the overall stock market," Brown said Tuesday on CNBC's"Fast Money Halftime Report." More Scott! And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group. Ron DeSantis, alleges political effort to hurt business, Pullbacks in cloud and advertising spending will hurt tech earnings, says Hightower's Stephanie Link, UPS CEO Carol Tome says consumer shopping shift from goods to services is weighing on volumes, Narrow trading ranges tell us volatility expansion looks likely, says BTIG's Jonathan Krinsky, Microsoft, Alphabet and Meta will be the stocks to help S&P break above 4,200, says Joe Terranova, We're in a bear market, and it's going to go lower: Short Hills Capital's Steve Weiss, As Inflation comes down, the market will stay around current levels: Chevy Chase's Amy Raskin, Inflation is still too high: Cleveland Fed Pres.
