Shows
Squawk on the StreetInflation Watch, AI Fears, the Tech Sell-Off and Beyond 2/13/26Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in shares of Apple and Amazon, Applied Materials surges on earnings thanks to the AI boom.Also in focus: A tale of two consumer sectors in February — staples surge while discretionary stocks slide, Rivian soars, the "surge in blowups," the "hedge America" trade, the anchors react to what Treasury Secretary Scott Bessent, Goldman Sachs CEO Da...
2026-02-1343 min
Halftime ReportBrad Gerstner, Jensen Huang and Treasury Secretary Scott Bessent join us live 2/6/26Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday. Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech & software selloff, the markets and more. Plus, Nvidia CEO Jensen Huang gives us his view of the AI trade, competition with China, and where he sees tech going from here. And later, Treasury Secretary Scott Bessent joins us to discuss the Kevin Warsh nomination to Fed Chair, Trump accounts, the dollar and the markets. Investment Committee Disclosures Hosted by Simplecast, an...
2026-02-0655 min
CAIS Live Conversations, Building With AltsThe Agentic Era: Our World’s Next Chapter with Robert Smith and Jason Graefe (EP. 31)In this special edition of CAIS Live Conversations, live from CAIS Summit 2025, Robert F. Smith of Vista Equity Partners and Jason Graefe of Microsoft speak with CNBC’s Scott Wapner about the rise of agentic AI. They explain how the shift from generative to agentic systems may reshape enterprise software, data strategy, and economic value capture. The conversation explores implications for productivity, software development, and the future of work, along with how businesses can adapt through speed, workflow ownership, and reskilling. Advisors can gain insight into how AI may transform operating models across industries. Chapter 1 — Generative vs. Agent...
2026-01-2143 minHalftime ReportThe Road Ahead for Stocks 5/30/25Scott Wapner and the Investment Committee debate the road ahead for stocks as we close out the best month for the market since November 2023. Plus, we go live to Morgan Brennan’s interview with JPMorgan CEO Jamie Dimon. And later, Scott Wapner brings you the latest from his interview with Third Point’s Dan Loeb. Mad Money Disclaimer
2025-05-3055 minHalftime ReportTrading Trump’s Tariffs 5/23/25Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee’s May report cards. Investment Committee Disclosures
2025-05-2344 min
ThreedomWapner, Wapner, WapnerPaul, Scott, and Lauren discuss cereal mascots, movies, and sleeping in the other room before playing What's The Movie? Get Threedom merch at comedybangbangworld.com/merch. Send Threetures and emails to threedomusa@gmail.com.Leave us a voicemail asking us a question at hagclaims8.comFollow us on Instagram @ThreedomUSA.Listen ad-free and unlock bi-weekly THREEMIUMS on cbbworld.comGrab some new Threedom merch at cbbworld.com/merchSee omnystudio.com/listener for privacy information.
2025-04-0359 min
RiskReversal PodTechCheck with Guy Adami & a Conversation with Scott Wapner | Okay, Computer. PodcastGuy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Super Micro, Dell, and CDWC, examining factors such as market cap trends and competitive pressures. Shifting focus, they analyze Google and Meta's strategic integration of AI to boost ad revenues and market positioning, emphasizing Google's recent positive earnings report. The episode wraps up with insights into the fluctuating...
2024-10-301h 04Halftime ReportMarkets & the Mega Caps 10/25/23Scott Wapner is live from the Charles Schwab IMPACT conference in Philadelphia. Scott and the committee debate the markets and the mega caps, as Microsoft and Alphabet trade in opposite directions today. The panel details their latest portfolio moves. The chart of the day is Texas Instruments.Investment Committee Disclosures
2023-10-2545 min
Squawk PodPullbacks in Equities & in China, Hurricane Hilary, & A Windy City Tipping War 8/21/23The markets are mid-pullback, this August; Wharton Professor Jeremy Siegel offers his perspective on bonds versus stocks, and which investments are the most promising for your portfolio. In Chicago, a tipping battle is underway. Scott Weiner, restaurateur and co-owner of The Fifty/50 Restaurant Group in the windy city, discusses the gratuity quandary–and legal proposal–gripping consumers and the local dining industry. Plus, CNBC’s Jane Wells reports from Palm Springs, where Hurricane Hilary made landfall, and CNBC’s Eunice Yoon reports from Beijing, on China’s latest interest rate cut and the country’s struggling economic recovery. Jane We...
2023-08-2134 minHalftime ReportGreen Light For More Gains? 7/13/23Scott Wapner and the Investment Committee discuss today’s rally on more encouraging inflation data. Plus, two special guests join Scott live from the American Century Championship celebrity golf event in Lake Tahoe: actor Ray Romano and NFL Hall of Famer Tim Brown. David Faber highlights his CNBC exclusive interview with Disney CEO Bob Iger. And the Chart of the Day is Delta, after it posted record quarterly earnings. Investment Committee Disclosure
2023-07-1345 minHalftime ReportThe Q2 Playbook 4/3/23Scott Wapner and the Investment Committee debate where your money will work best in the months ahead. Plus- oil prices on track for the biggest gain in nearly a year after OPEC's surprise output cut. Famed oil trader Mark Fisher, MBF Clearing Founder & CEO, joins with his take on energy. And more from Scott's exclusive interview with Ari Emanuel and Vince McMahon on Endeavor merging UFC with WWE in a $21 Billion agreement. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
2023-04-0344 min
The Morning StreamTMS 2435: Nacho Nacho Wins!That Asian Kid's a Hoot! Welcome to the Frogpants Cafeteria (it's a lovely place). Keep your schnauzer out of my schnitzel! No show Wednesday. Brian is a Daddy apologist. Explore the Prostate. AT&T, &T &T, &T. Charles Emerson Cheese III. No time for Oscars Doctor Jones. Catch Up on Your Hooker Culture! The rodent runs on floppies. When you think of wooden marching bands, think of Trojan. How are We Supposed to Watch Wapner? Papa Williams Takes the Court. Scott Does math, Appslappy Edition and more on this episode of The Morning Stream. Learn...
2023-03-131h 14Halftime ReportCan Stocks Rally with Inflation Roaring? 10/12/22Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big options bet on the 10-year yield executed today, Scott Nations, founder of the Nations Index, joins us to break it down. Also, big banks hitting new lows, the Committee take their positions ahead of earnings this Friday. And later, the one sector expected out outperform into year-end.
2022-10-1243 minHalftime ReportIs Tech a Buy Ahead of Earnings? 7/21/22Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance on REITs, the Committee weigh in on the sector. And later, some Calls of the Day in the chip sector, what names are worth a look?
2022-07-2145 minHalftime ReportNew Momentum for Bulls? 7/20/22The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for the bulls, or whether investors should sell into this recent rally. Plus, Tesla reporting after the bell, the Committee take their positions on the controversial name. And, dividend stocks have outperformed the broader market and a number of names reporting earnings – are they a buy at these levels?
2022-07-2045 minHalftime ReportBad Sentiment = Good for Stocks? 7/19/22Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bullish sign for stocks. Plus, Josh Brown weighs in on Netflix ahead of earnings after the bell – find out what he’s watching. And later, Industrials one of the best sectors today, the Committee take their positions.
2022-07-1944 minHalftime ReportRally for Real? 7/18/22Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks have found traction and what’s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their latest market moves.
2022-07-1845 minHalftime ReportAre Stocks Finding Traction? 7/15/22Scott Wapner and the Investment Committee discuss today’s bounce in stocks after retail sales beat expectations. Is this move sustainable? Plus, it looks like Healthcare is everyone’s new favorite sector, the Committee weighs in. And later, Netflix gets a price cut ahead of earnings, it’s our Call of the Day.
2022-07-1547 minHalftime ReportA Market Downgrade from Major Bank 7/14/22Scott Wapner and the Investment Committee debate the Bank of America Bombshell that sent stocks lower today. The bank’s star strategist cut her target for stocks to the lowest level on the street, what does it mean for the market from here. Plus, bank earnings miss, the Committee take their position on financials. And later, the auto industry is cutting estimates on recession fears, how do you play the sector now.
2022-07-1445 minHalftime ReportScorching Inflation and Stocks: How to Play it 7/13/22Inflation surging higher again and surprising the markets. Scott Wapner and the Investment Committee discuss if this is the last hot report we’ll see. Professor Jeremy Siegel of the Wharton School also weighs in on what the Fed should do next and what it would means for stocks. Plus, mixed 2nd quarter earnings for banks, the Committee take their positions on the sector. And, Stephanie Link calls in to reveal her new stock buy.
2022-07-1345 minHalftime ReportThe Teetering State of the Market 7/12/22Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley joins us to explain why the bears have some unfinished business with the market. Plus, Josh has been making some big moves, he takes you through them all. And later, Tech and Semis price targets getting cut, the Committee weigh in on the calls.
2022-07-1245 minHalftime ReportA Huge Week for Your Money 7/11/22Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all.
Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
2022-07-1144 minHalftime ReportMomentum for Stocks? 7/7/22Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options activity.
2022-07-0745 minHalftime ReportWhen Will the Selling Stop? 6/17/22Scott Wapner and the Investment Committee debate when the selling will stop as stocks are on pace for the 10th negative week in the last 11. Brian Belski joins us to explain why he is still bullish in this environment. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
2022-06-1746 minHalftime ReportProtecting Your Portfolio 6/16/22Stock hit new lows with the Dow falling below 30,000 for the first time since late January 2021. Scott Wapner and Investment Committee debate how to protect your money from here and the best strategies to navigate the volatility. Plus, Josh Brown hitting the sell button on two stocks in his portfolio. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2022-06-1644 minHalftime ReportBracing for Big Rate Hike 6/15/22The Fed set to announce the biggest rate hike in almost 30-years as stocks sit at their lowest levels of the year. Scott Wapner and the Investment Committee debate how investors should be positioning ahead of this historic move. Also, the Committee making a lot of moves in this market. We debate their latest buys and sell. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2022-06-1544 minHalftime ReportNavigating the Volatility 6/14/22The Fed kicks off a two-day meeting on rates. Scott Wapner and the Investment Committee debate what a bigger rate hike would mean for stocks and how investors should position from here. Also, how to play the crash in cryptos. And, is one of the hottest trades of the year losing steam?
2022-06-1444 minHalftime ReportThe Great Stock Shock 6/13/22Scott Wapner and the Investment Committee debate the great stock shock as markets sink to new lows for the year. How much more pain is ahead? Plus, Jonathan Krinsky joins us to explain why he thinks the risk is still to the downside for the market. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
2022-06-1354 minHalftime ReportInflation Fears: Protecting Your Portfolio 6/10/22Inflation hotter than feared. Scott Wapner and the Investment Committee debate when prices will peak, how to position your portfolio from here and if the Fed will get even more aggressive on rates hikes next week. Plus, another earnings report, another big plunge. DocuSign falling 25%. Kevin O’Leary calls in to tell us what he’s doing with the stock now. And later, Pete Najarian reveal his latest trades in Unusual Activity.
2022-06-1045 minHalftime ReportResilient or Ready to Break Down? 6/9/22Scott Wapner and the Investment Committee debate how to position your portfolio ahead of tomorrow’s big inflation read. Plus, Josh Brown reveals his new buy, it’s also a stock another committee member is looking at closely. And, this sector is up more than 10% on the past month. Is a big breakout ahead? And how much room does it have to run?
2022-06-0945 minHalftime ReportCan Stock Continue to Climb? 6/8/22Scott Wapner and the Investment Committee debate if stocks can continue to climb higher and how to position ahead of this Friday’s crucial inflation report.
Plus, shares of Intel plunging as one firm on the street takes down its estimates again. And, is the housing trade starting to crack? And later, Pete Najarian reveals his latest trades in Unusual Activity.
2022-06-0845 minHalftime ReportThe Great Margin Squeeze 06/07/22Scott Wapner and the Investment Committee discuss Target’s big warnings and what it means for retail, consumer and corporate earnings. Plus, Wall St. not giving up on the hottest trade this year. How much more room is there to run? Also, have recession risks been fully priced into banks stocks? And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
2022-06-0745 minHalftime ReportTime to Trust the Rally?Scott Wapner and the Investment Committee discuss the rally in stocks and why some market analysts say it’s poised to continue. Plus, the Committee discuss Apple ahead of it’s big Worldwide Developer’s Conference today, is it time to buy the name? And later, Jon Najarian share some Unusual Activity he’s seeing in three names.
2022-06-0644 minHalftime ReportTrouble Ahead for Big Tech? 6/3/22Scott Wapner and the Investment Committee debate the viability of tech stocks in this market after a star analyst raises new worries about Apple. Plus, Tom Lee joins us to explain why he thinks the FAANG names and the NASDAQ will be the first to rebound. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
2022-06-0345 minHalftime ReportStocks Closer to a ‘Buy’ than ’Sell’? 6/2/22Scott Wapner and the Investment Committee debate if stocks are now closer to a buy than a sell. Plus, Microsoft cuts it guidance. Are more earnings revisions coming? And what will it mean for this market? Plus, the best performing sector this year getting more bullish calls. The committee discuss how much higher it can go from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
2022-06-0245 minHalftime ReportJune Swoon for Stocks? 6/1/22Scott Wapner and the Investment Committee debate what June will hold for Stocks after a volatile, but ultimately flat May. Plus, Mark Fisher of MBF Trading Joins us to talk Energy and why Nat Gas remains the better trade over oil. And later, Jon Najarian shares some Unusual Activity in three names.
2022-06-0144 minHalftime ReportCan Stocks Keep Rallying? 5/27/22Scott Wapner and the Investment Committee debate if the move in stocks is sustainable as stocks look to break multi-week losing streaks. Plus, one top financial advisor is making a lot changes to his portfolio – and raising a lot of cash. And, Jon Najarian is tracking big options activity in three names.
2022-05-2745 minHalftime ReportIs The Bounce Sustainable? 5/26/22Scott Wapner and the Investment Committee debate whether this bounce is sustainable after the market finally breaks the longest weekly losing streak in two decades. Plus, NVIDIA price targets have been cut across the board, what does it mean for the stock. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
2022-05-2645 minHalftime ReportThe State of the Tech Trade 5/25/22Scott Wapner and the Investment Committee discuss the state of the tech trade as NVIDIA earnings loom large this afternoon. Plus, Ed Yardeni of Yardeni Research cuts his S&P Outlook, he joins us to explain why. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
2022-05-2543 minHalftime ReportOh Snap! Long-Awaited Rally Doomed? 05/24/22Scott Wapner and the Investment Committee debate whether Snap’s outlook and plunge in socials stocks have derailed the long-awaited rally. Plus, Best Buy and Abercrombie both cut their outlooks. What’s next for the retail wreck. And later, Pete Najarian shares some Unusual Activity he’s seeing in one energy name.
2022-05-2444 minHalftime ReportIs a Sustained Bounce Possible? 5/23/22Scott Wapner and the Investment Committee debate whether a short-term rally is possible after the Dow’s eight straight week loss. Plus, financials rallying on bullish comments from JPMorgan. Is it time to start buying the battered banks? Also, Energy is up 50% year-to-date, is a shakeout coming? And, we’re answering your questions in Ask Halftime.
2022-05-2344 minHalftime ReportThe S&P Enters a Bear Market 5/20/22Scott Wapner and the Investment Committee debate when the selling will stop as the S&P officially enters a bear market on an intraday basis. Plus, is it safe to start buying the tech wreck? Also, the Committee making a lot of moves in this market. We unveil and debate them. Palo Alto surges on an earnings beat, should you buy the cyber names? And later, JP Morgan calls Salesforce “to cheap to ignore”. Is it the right call?
2022-05-2044 minHalftime ReportIs the Bottom Getting Closer? 5/19/22Scott Wapner and the Investment Committee debate how close the market is to a bottom as the Dow hits a new intraday low today. Plus, Jim Lebenthal finally cuts his S&P price target, he’s on to explain how he feels about stocks right now. And later, BTIG’s Jonathan Krinsky says there’s nowhere to hide in this market, he’ll join us to explain.
2022-05-1944 minHalftime ReportIs the Bear Bounce Dead? 5/18/22Scott Wapner and the Investment Committee debate whether the retail blow-up just crushed the bear market bounce in its tracks. Plus, the Mega Cap Tech Trade under pressure, how should you trade this sector. And later, Visa and Mastercard initiated as buys, the payment stocks are our Call of the Day.
2022-05-1852 minHalftime ReportIs a Rally Coming? 5/17/22Scott Wapner and the Investment Committee discuss the evaporating rally and why stocks can’t seem to gain traction and go higher. Also, what Walmart’s earnings are signaling about the consumer. Plus, a bullish call on one semi stock – why it can rally 50% from here. It’s our Call of the Day.
2022-05-1745 minHalftime ReportBear Bounce Coming? 5/16/22Scott Wapner and the Investment Committee debate the state of the market with the Dow coming off seven straight weeks of losses. Is a bear bounce coming or has it already passed us by? Plus, Steve Weiss, Mr. Negative himself is buying a stock. He calls in to the show to reveal the name. Plus, Joe Terranova selling out of two names.
2022-05-1644 minHalftime ReportThe Great Big Bounce: Are we Going Higher? 5/13/22Scott Wapner and the Investment Committee discuss the rebound in stocks and if you can trust in this bounce. BTIG’s Jonathan Krinsky joins us to weigh in on how high he thinks the market can go from here. Plus, Elon Musk wavers on his Twitter acquisition, is the deal in jeopardy? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
2022-05-1347 minHalftime ReportMega Cap Meltdown in an Unsettled Market 5/12/22Scott Wapner and the Investment Committee debate this unsettled market as mega caps continue falling. Are stocks getting ready for a rally or is more wreckage ahead? Plus, General Motors and Ford both getting downgraded, are the legacy car makers reaching peak profits in 2022? And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
2022-05-1245 minHalftime ReportIs a Market Bottom Close? 5/11/22Scott Wapner and the Investment Committee go bottom hunting and debate whether the worst of the selling is behind us. Is it OK to buy stocks again? Wharton Professor Jeremy Siegel joins us to weigh in. Plus, Disney reports after the bell, the Committee take their positions on the name. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
2022-05-1145 minHalftime ReportSearching for a Bottom 5/10/22Scott Wapner and the Investment Committee search for a bottom in the market following multiple days of selling. Plus, Cathie Wood taking a stake in GM. The committee debates the move. SoFi tanking on the back of its earnings. How to play the Fintech trades from here. And later, Jon Najarian shares some Unusual Activity in three names.
2022-05-1050 minHalftime ReportNavigating the Volatility 5/6/22Scott Wapner and the Investment Committee debate the best way to navigate the market turmoil and quality stocks that look like bargains now.
Plus, safety in the sell-off – the top dividend names to watch. And later, Jon Najarian reveals his latest trades in unusual activity.
2022-05-0647 minHalftime ReportProtecting Your Portfolio 5/5/22A massive sell-off after a massive rally. Scott Wapner and the Investment Committee debate how to protect yourself from all the volatility. Brian Belski of BMO joins us after he called for the Wednesday rally, he explains what he thinks about today’s reversal. Plus, our resident bull, Jim Lebenthal, calls in to describe his strategy on days like today. And later, Pete Najarian shares some Unusual Activity in four names.
2022-05-051h 00Halftime ReportThe Market’s Moment of Truth 5/4/22Scott Wapner and the Investment Committee debate the state of the market with a historic fed decision dropping today. What needs to happen for stocks to stage a rally? Plus, Stephanie Link buys Starbucks and sells all of her chip stocks. She explains why. Plus, results of the CNBC Stock Picker poll. The sectors and stocks to watch from here.
2022-05-0444 minHalftime ReportThe True State of Stocks: Is the Bottom In? 5/3/22Scott Wapner and the Investment Committee debate whether the correction has run its course and the bottom is in. Plus, Alitmeter Capital’s Brad Gerstner joins us to discuss everything from the Fed, to the Market, to stocks he’s buying now. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
2022-05-0345 minHalftime ReportNew Month, New Risks? 5/2/22Scott Wapner and the Investment Committee debate whether stocks are in for better days as the Fed looms and the market braces for more volatility. Plus, BMO’s Brian Belski joins us to explain why he’s bullish with a 5300 price target for the S&P by year end. And later, Pete Najarian shares Unusual Activity he’s seeing in two names.
2022-05-0244 minHalftime ReportBig Tech in the Books: What’s Next for Stocks 4/29/22Big tech earnings drawing to a close and a rough month comes to an end. Scott Wapner and the Investment Committee debate the road ahead for your money as the Fed gears up for rate hikes next week. Plus, Elon Musk selling Tesla to fund his Twitter purchase. Is Tesla stock at risk? And later, Jon Najarian’s latest trades in Unusual Activity
2022-04-2945 minHalftime ReportMoment of Truth for Tech 4/28/22Apple reports earnings after the bell. Scott Wapner and the Investment Committee debate how to position your trades headed into the results and discuss how much is riding on the results for the stock market. Plus, Teladoc shares plunging after earnings, losing half their value. But, one committee member is buying the stock! Plus, the trade ahead of Intel earnings. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2022-04-2844 minHalftime ReportThe Unsettled Market 4/27/22Scott Wapner and the Investment Committee debate the real state of tech as mixed earnings come out of the biggest names, with even more earnings releasing today. Plus, Boeing getting crushed, Jim Lebenthal calls in to say he’s made mistake owning the company. What’s he going to do from here? And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
2022-04-2743 minHalftime ReportJudgement Day for Big Tech 4/26/22The NASDAQ under heavy selling pressure today, fueled by tech. Scott Wapner and the Investment Committee discuss how to position for Microsoft and Alphabet earnings after the bell. How much is riding on it for the markets? Also, the Committee unveil their latest buys and sells. Plus, GM set to report earnings after the bell, the committee take their positions. And later, Pete Najarian reveals his new trades in Unusual Activity.
2022-04-2643 minHalftime ReportHow to Navigate the Volatility 4/25/22Scott Wapner and the Investment Committee discuss all the negative news in the market from Fed Fears to China and COVID. Plus, earnings season gets into full swing this week. The committee discuss the two stocks that matter the most for the market. The energy sector falling into correction territory, but still the best sector this year. How to play it from here. And later, cryptos getting crushed. Bitcoin back below $39,000. Is it safe to buy yet?
2022-04-2544 minHalftime ReportHawkish Fed & Stocks 4/22/22A Fed fueled sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much 50 and 75 basis point rate hikes are priced into this market. Plus, Apple and Microsoft getting ready to report earnings next week. How much is riding on it for the tech trade? Plus, the committee take their positions on Cleveland-Cliffs and American Express on the back of their earnings.
2022-04-2244 minHalftime ReportNetflix: Buy vs. Bail 4/21/22Hedge fund titan Bill Ackman bailing on Netflix, but Josh Brown and Jon Najarian are buying. Scott Wapner and the investment committee debate what’s the right move from here, as Netflix falls for a second day. Plus, Tesla surging after reporting a record quarter. Is this now a must-own stock? Plus, Airlines flying high on earnings. Should you buy the group? And later, Jon Najarian reveals his latest trades in Unusual Activity.
2022-04-2144 minHalftime ReportA Nightmare on Wall Street: Netflix Crushed 4/20/22Netflix shares plunging after reporting its first subscriber loss in more than 10-years. But, Josh Brown is buying the stock! Scott Wapner and the Investment Committee debate his new move. Plus, IBM soaring to its earnings beat. Should you buy this old-tech name? And, Tesla gearing up to report earnings after the bell. The committee gets ready. And later, Pete Najarian shares some Unusual Activity in three names.
2022-04-2043 minHalftime ReportPeak Inflation Pullback For Stocks? 4/18/22Scott Wapner and the Investment Committee debate whether a deeper pullback is coming after a recent inflation relief rally. A widely-watched market technician tells us where he sees the S&P falling from here. Plus, the battle at Twitter and how one member of the committee is playing it. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
2022-04-1843 minHalftime ReportTwitter Takedown? What it means for the Stock 04/14/22Scott Wapner and the Investment Committee debate Elon Musk’s attempt to buy Twitter. What does it mean for the stock and how should you play it? Plus, how low do rates need to settle before we can be confident in stocks going higher, the Committee weigh in. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
2022-04-1443 minHalftime ReportTime to Get Bullish on Stocks? 4/13/22Inflation is still surging. Scott Wapner and the Investment Committee discuss if it’s actually time to get bullish on stocks now. Plus, the Committee is making a lot of moves in this market. They reveal their latest buys and sells. Also, casino stocks slammed this year, but rallying today. Is the bottom in for these names? And later, Pete Najarian shares some Unusual Activity in 3 names.
2022-04-1344 minHalftime ReportHas Inflation Peaked? 4/12/22Scott Wapner and the Investment Committee debate whether today’s CPI Read equals peak inflation like many influential market watchers are saying. Professor Jeremy Siegel of the Wharton School joins us to weigh in. Plus, big calls on some tech names like Crowdstrike and Cisco, the Committee take their positions. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
2022-04-1243 minHalftime ReportWhen Will the Tech Wreck End? 4/11/22Scott Wapner and the Investment Committee debate the road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterates a BUY on Disney, the Committee weighs in on our Call of the Day. And later, banks are slumping, how is the Committee navigating the sector.
2022-04-1144 minHalftime ReportFed Game-Changer for Stocks? 4/6/22Scott Wapner and the Investment Committee debate if the Fed is about to change the landscape for stocks. Also, Citi and Goldman hitting new lows as the big banks get ready to report earnings next week. Plus, the committee answer your questions in Ask Halftime.
2022-04-0644 minHalftime ReportStocks Ignoring Big Fed Headlines 4/5/22Scott Wapner and the Investment Committee debate if the stock market is ignoring major headlines from a prominent Fed member about reducing the balance sheet. Plus, the committee is making a lots of moves. They discuss their latest buys are sells. Also, Elon Musk joins the Twitter board, what does it mean for the stock and how should you play it. And later, Jon Najarian shares some Unusual Activity in two names.
2022-04-0544 minHalftime ReportIs the Bear Bounce Ending? 4/2/22Scott Wapner and the Investment Committee debate whether the bear market rally is coming to an end, and how you should trade it, Jonathan Krinsky joins us to weigh in. Plus, Elon Musk buys a huge stake in Twitter, the Committee discuss what this means for the stock. And later, JP Morgan is our Call of the Day, Morgan Stanley naming the bank a top buy. The Committee take their positions.
2022-04-0444 minHalftime ReportThe New Quarter: Rally or Reversal 4/1/22As the market starts a new quarter, Scott Wapner and the Investment Committee debate whether stocks continue to rally or are we seeing the start of a reversal. Plus, Large Cap banks are being downgraded, the Committee take their positions. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
2022-04-0145 minHalftime ReportMarch Powers, April Sours? 3/31/22The major averages on pace for their first positive month of the year. Scott Wapner and the Investment Committee debate the great bounce-back in March and whether April will see more gains. Or, have the gains been pulled forward? And later, Jim Cramer calls in to debate AMD and Intel, the Committee have some differing opinions!
2022-03-3152 minHalftime ReportApple Nears Market Milestone 3/30/22As Apple closes in on a three trillion dollar valuation, Scott Wapner and the Investment Committee debate whether this is a sign of the rally’s strength. Plus, Ed Yardeni of Yardeni Research on why this is still a bull market for stocks. Plus, Lululemon surging, on pace for its best month since May 2020. Is this the best athletic stock to own? And later, Jon Najarian shares Unusual Activity he’s seeing in two names.
2022-03-3043 minHalftime ReportRecession Watch? 3/29/22Scott Wapner and the Investment Committee debate if a key indicator is signaling a recession. Plus, has the commodities trade peaked? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
2022-03-2952 minHalftime ReportThe Remarkable Resilience of Stocks 3/28/22Scott Wapner and the Investment Committee debate whether it is time to get more bullish in the face of an ever-growing wall of worry. Plus, Jonathan Krinsky joins us to explain why the risk/reward in the market is generally less favorable as the S&P approaches 4600. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
2022-03-2847 minHalftime ReportNew Highs Next for Tech? 3/25/22With tech titans on a tear, Scott Wapner and the Investment Committee debate whether new highs are ahead for the sector. Plus, 5-star fund manager Kevin Simpson joins us to explain why he’s buying Deere. And later, Disney reiterated overweight by Wells Fargo, Jason Snipe recently sold, the Committee weighs in on what to do with the stock.
2022-03-2544 minHalftime ReportThe Shifting State of Stocks 3/24/22Scott Wapner and the Investment Committee debate the trajectory of the market as the Dow is still on pace for a weekly loss. A big divide amongst the Committee on where the market is going from here, we dive in. Plus, one of Jim Lebenthal’s favorite picks, Cleveland Cliffs, just got reiterated as a top pick, can you still buy it up 10%, Jim weighs in. And later, Pete Najarian shares some Unusual Activity in an energy name.
2022-03-2444 minHalftime ReportThe Rally, Rates, and Risk to your Money 3/23/22Scott Wapner and the Investment Committee discuss the rally and risks to it. Bullish sentiment is on the rise with multiple analysts calling for S&P ending the year higher, the Committee weighs in. Plus, BP getting upgraded to overweight by Morgan Stanley, we break down the best names in the energy sector. And later, Jon Najarian shares some Unusual Activity in two names.
2022-03-2344 minHalftime ReportIs the Worst Over? 3/22/22Scott Wapner and the Investment Committee debate whether the worst is over for stocks and if you can trust the recent rally. Plus, the Committee is also making a lot of moves in this markets. They unveil their latest buys and sells. And later, Pete Najarian has his latest trades in Unusual Activity
2022-03-2244 minHalftime ReportReliable Rally or Bear Bounce? 3/21/22Scott Wapner and the Investment Committee debate the hottest question in the market right now, are we experiencing a bear market bounce or is this a reliable rally? Brian Belski of BMO joins us to explain why he thinks last week’s market moves demonstrates why you cannot be bearish. Plus, we dive into Coinbase after legendary short seller Jim Chanos said the name is in a bubble. And later Jon Najarian shares some Unusual Activity in 2 names.
2022-03-2149 minHalftime ReportBest Week of the Year for Stocks 3/18/22As the best week for stocks this year comes to a close, Scott Wapner and the Investment Committee discuss if the damage is mostly done. Plus, Adam Parker of Trivariate Research making a big, bullish, call on one of the sectors that’s been beaten down. Plus, Stephanie Link buys a cyber security name, she calls in to explain why. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
2022-03-1844 minHalftime ReportTime to Add Risk Again? 3/17/22It’s shaping up to be the best week of the year for stocks. Scott Wapner and the Investment Committee debate a new note dropping from JPMorgan’s Marko Kolanovic, saying it’s time to start adding risk in many areas that overshot on the downside this year. Plus, Professor Jeremy Siegel of the Wharton School joins us to weigh in on where he thinks the market is headed from here. We also discuss how to play the financials on the back of the Fed rate hike. And later, Pete Najarian has his latest trades in Unusual Activity.
2022-03-1744 minHalftime ReportPositioning Ahead of the Fed 3/16/22The Federal Reserve getting ready to raise rates today for the first time since December 2018. Scott Wapner and the Investment Committee discuss how investors position their portfolios from here. China stock are soaring. Kevin O’Leary was buying these names on Monday. Mr. Wonderful calls in to tell us how he’s playing it from here. Plus, a double upgrade for one chip stock. The Committee take their positions. And, Pete Najarian reveals his latest trades in Unusual Activity.
2022-03-1744 minHalftime ReportStocks at a Tradable Bottom?Scott Wapner and the Investment Committee debate if stocks are close to a tradable bottom and if it’s safe to start nibbling at some of the beaten down tech names. Plus, Stephanie Link calls in to tell us about her latest buys. Also, Tom Lee tells us why the second half will still be rally-on for stocks. And later, Jon Najarian is making more big moves in the energy space. He also unveils his latest trades in Unusual Activity.
2022-03-1544 minHalftime ReportApple Key to the Market?Apple trading at a key support level. Scott Wapner and the investment committee debate what it would mean for the broader markets if Apple falls below that key support level. Plus, China internet stocks tanking today and a big warning from JPMorgan. But, Kevin O’Leary is buying some of these names. He reveals his new buys and the committee debate the moves.
2022-03-1444 minHalftime ReportGet Bullish? Or Stay Cautious?Scott Wapner and the Investment Committee debate if it’s time to start buying now as one Committee member begins putting money to work in this market. Plus, energy soaring more than 35% this year. Is the trade topping out? Or is there more room to run? And, Jon Najarian reveals his latest trades in Unusual Activity
2022-03-1144 minHalftime ReportCan Stocks Sustain a Rally?Scott Wapner and the Investment Committee debate whether a rally in stocks is just getting started. Plus, GE CEO Larry Culp joins us on GE’s investor day to talk about the company and his outlook for the future. And later, we dive into the Amazon stock split, how does it benefit the stock and where does it go from here.
2022-03-1052 minHalftime ReportThe Big Bounce: Time to Get Back In?Scott Wapner and the Investment Committee debate whether the big bounce in stocks today is a signal to get back in. Plus, legendary commodity trader Mark Fisher joins us to explain where he thinks the energy trade is headed amidst the volatility. And later, Jon shares some Unusual Activity he’s seeing in two names.
2022-03-0947 minHalftime ReportBuying Opportunity Ahead?Markets on edge following the worst day in the market in more than a year. Scott Wapner and the Investment Committee debate if there’s more downside ahead or are we close to a buying opportunity. Plus, the U.S. will stop buying Russian oil, the Committee discuss what that means for the energy sector. And later, Jim Lebenthal buys NIVIDIA, he calls in to explain why.
2022-03-0844 minHalftime ReportWall St. WorriesStocks plunge again and a number of firms on the street cutting their year-end targets for the S&P 500. Scott Wapner and the investment committee debate if it’s time to reset expectations for stocks. Plus, a new note raising questions about EV makers. And, Kohl’s shares plunge as the retailer meets investors to lay out its game plan. Activist investor Jonathan Duskin joins Halftime to spell out what he wants.
2022-03-0749 minHalftime ReportTime to Get Bullish or Cautious?Scott Wapner and the Investment Committee debate whether it’s time to get bullish, or cautious, on stocks. Plus, Apple shareholders meeting today. The stock is trading below its 50-day and 100-day moving average, and trading around correction territory. Is the stock a buy at these levels? Plus, Jon Najarian making a huge move with his energy trades.
2022-03-0444 min
RiskReversal PodMarkets in Turmoil as the Taper Wheels Come OffGuy, Dan and Danny discuss markets in turmoil (1:21), wage inflation (14:01), value depression in Nvidia (24:52), Scott Wapner’s CNBC interview with Cathie Wood (30:16), double ROTT on Tesla (42:37), stocks the guys are watching for a buy (46:43). ----See what adding futures can do for you at cmegroup.com/onthetape. ----Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.We’re on social:F...
2022-02-1855 minRiskReversal PodBreakdown, it’s Alright and an Interview with Scott Wapner of CNBCGuy, Dan, and Danny discuss the final Fed meeting of the year (3:20), stocks eroding under the surface (6:22), the Carvana crash (19:23), and buy now, pay later. They end part one with bullish trade ideas (28:40), and Danny’s NFL pick for week 15 (33:54). The co-hosts interview Scott Wapner, host of CNBC’s “Halftime Report” and talk about his career path (36:45), the infamous billionaire brawl (Bill Ackman vs. Carl Icahn) that unfolded on live TV (40:21), his take on the Fed (59:55) and his unique Sports Illustrated collection (1:05:45). ----See what adding futures can do for you at cmegroup...
2021-12-171h 21
SALT TalksDr. Scott Gottlieb on The Future of COVID-19 & How We Can Defeat the Next Pandemic | #𝐒𝐀𝐋𝐓𝐍𝐘Dr. Scott Gottlieb on The Future of COVID-19 & How We Can Defeat the Next Pandemic with Scott Wapner of CNBC. Dr. Gottlieb's new book, "Uncontrolled Spread" identifies the reasons why the US was caught unprepared for the pandemic and how the country can improve its strategic planning to prepare for future viral threats.—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://salt.org/salt-ny-librarySALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Over t...
2021-10-0426 min
Broads and BooksPath of WellnessWellness! Multi-level marketing schemes! Cults! We're on the path with novels, true crime, and you should join us. Also in this episode, Erin tells about her brush with MLM madness, Amy introduces her new wellness brand, and we remember the healing powers of Lizzo.Listen to "Path of Wellness," the new release from Sleater-Kinney and inspiration for this week's theme. Note: We mention a couple anti-diet-culture books - check them out! Fuck-It Diet; Anti-Diet; Dietland _____A Broad's book: Pre-order DIG ME OUT by our own Amy L...
2021-06-231h 00
Betting On ZeroAn Interview With The Wolf Whisperer, CNBC's Scott WapnerBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we are joined by financial journalist Scott Wapner, whose coverage on CNBC of the Herbalife battle and the personalities behind not only made it into Betting On Zero but set the standard for financial journalism for the next decade.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history...
2021-03-0248 min
#Clockedin with Jordan Edwards#34 - Peter Costa: 30+ Year Trader on the New York Stock ExchangeSend us a textPeter P. Costa sits down to discuss with #Clockedin with Jordan Edwards about life on the exchange. He dives in how the trading has changed and what is going on today.Peter is a former Governor with the New York Stock Exchange, President of Empire Executions, Inc. (a boutique trading firm on the floor of the NYSE), a CNBC Market Analyst and head of the Costa Family Office.Mr. Costa is regular contributor on CNBC throughout the day with Kelly Evans, Bill Griffeth and Scott Wapner. Additionally, Peter provides...
2021-02-021h 27
Emergency Pod! WallStreetBets vs. Suits, breaking down the GameStop fiasco & more | E1167FOLLOW Jason: https://linktr.ee/calacanis
Clips:
Andrew Ross Sorkin (CNBC)
https://twitter.com/squawkcnbc/status/1354386200157675521
Andrew Left (Citron)
https://youtu.be/yS4yPsmaDDQ
Chamath Interview with Scott Wapner (CNBC)
https://www.cnbc.com/video/2021/01/27/watch-cnbcs-full-interview-with-chamath-palihapitiya-on-gamestop-and-reddit-fueled-surge.html
2021-01-2829 min
Tune In To The Addictive Full Audiobook Now, Thriller Fans!When the Wolves Bite by Scott WapnerPlease visithttps://thebookvoice.com/podcasts/2/audible/40410to listen full audiobooks.
Title: When the Wolves Bite
Author: Scott Wapner
Narrator: Scott Wapner
Format: mp3
Length: 8 hrs and 1 min
Release date: 04-24-18
Ratings: 4.5 out of 5 stars, 922 ratings
Genres: Corporate & Public Finance
Publisher's Summary:
The inside story of the clash of two of Wall Street's biggest, richest, toughest, most aggressive players - Carl Icahn and Bill Ackman - and Herbalife, the company caught in the middle. With their billions of dollars and their business savvy, activist investors Carl Icahn and Bill Ackman have the ability to move markets with the flick of...
2018-04-248h 01