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HALFTIME REPORT:— Chart of the Day: Starbucks and Chipotle .... 08.13.2024
MONEY MOVERS:— We forecast a recession which will slow inflation: Piper Sandler’s Nancy Lazar .... 08.13.2024
THE EXCHANGE:— Starbucks names Brian Niccol new CEO: Here’s what to expect .... 08.13.2024
MONEY MOVERS:— Suntory CEO on consumer demand and the state of global alcohol market .... 08.13.2024
HALFTIME REPORT:— Calls of the Day: Qualcomm, EPAM Systems, Union Pacific and Prudential .... 08.12.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch making some major portfolio moves.... 08.12.2024
HALFTIME REPORT:— Trade Tracker: Sarat Sethi buys Workday....... 08.12.2024
HALFTIME REPORT:— Trade Tracker: Jim Lebenthal trims Paramount and buys more Disney.... 08.12.2024
HALFTIME REPORT:— 'Be concerned, but don't be fearful' on equities, says Wells Fargo's Chris Harvey.... 08.12.2024
THE EXCHANGE:— There is a global easing cycle coming, says senior equity portfolio manager Aaron Dunn .... 08.12.2024
HALFTIME REPORT:— Trade Tracker: Kevin Simpson trims McDonald's .... 08.09.2024
THE EXCHANGE:— Microsoft has biggest opportunity take advantage of AI monetarily, says David Harden .... 08.09.2024
MONEY MOVERS:— Fed should cut by 50 basis points in September, says Charles Schwab's Kathy Jones...... 08.09.2024
HALFTIME REPORT:— Trade Tracker: Stephanie Link buys CrowdStrike and more Amazon....... 08.08.2024
HALFTIME REPORT:— The Housing Trade: Here's what you need to know .... 08.08.2024
THE EXCHANGE:— Service spending on the rise: BofA (Bank Of American).
08.08.2024
HALFTIME REPORT:— Trade Tracker: Karen Firestone and Steve Weiss are making some moves in the financial sector....... 08.07.2024
MONEY MOVERS:— Morgan Stanley’s Sherry Paul on navigating a volatile market........ 08.07.2024
MONEY MOVERS:— Marc Short on Harris' VP pick: Minnesota Governor Tim Walz is a 'bad omen' for governing philosophy........... 08.06.2024
.MONEY MOVERS:— Alger's Crawford on big tech rebound attempt from $1 trillion wipeout: Much worry about nothing....... 08.06.2024
MONEY MOVERS:— Watching crude oil's recovery.....
08.09.2024
HALFTIME REPORT:— Trade Tracker: Jason Snipe buys D.R. Horton & more Goldman Sachs and sells MGM Resorts......... 08.08.2024
MONEY MOVERS:— Why the Fed feels comfortable starting to ease rates...... 08.08.2024
THE EXCHANGE:— We’re still in a bull market, says Laffer Tengler CEO Nancy Tengler........ 08.08.2024
HALFTIME REPORT:— Trade Tracker: Karen Firestone buys Abbott Labs, Chemed, Costar Group and sells Home Depot....... 08.07.2024
MONEY MOVERS:— Fed will cut rates at every meeting for the rest of the year, says DoubleLine Capital’s Jeff Sherman....... 08.07.2024
MONEY MOVERS:— GlobalFoundries CEO Thomas Caulfield on Q2 earnings beat....... 08.06.2024
MONEY MOVERS:— Markets are going through a growth scare but it’s not as bad as people think, says Ritholtz’ Cox....... 08.06.2024
HALFTIME REPORT:— Berkshire Hathaway cuts Apple position: Here’s what you should know....... 08.05.2024
HALFTIME REPORT:— Trade Tracker: Steve Weiss bought and sold Meta this morning...... 08.05.2024
HALFTIME REPORT:— Trade Tracker: Bill Baurch buys more Meta and Broadcom...... 08.05.2024
MONEY MOVERS:— Wolfe Research’s Chris Senyek: Still a ‘big believer’ in the AI theme....... 08.05.2024
HALFTIME REPORT:— JPMorgan's Jason Hunter says there are no signs of a 'tactical bottom' in the markets yet......... 08.05.2024
HALFTIME REPORT:— Investors should consider moving out on the Treasury curve today, says BondBloxx co-founder Joanna Gallegos. 08.05.
HALFTIME REPORT:— Trade update: Bill Baruch sells Intel...... 08.02.2024
MONEY MOVERS:— Job report came in cooler than expected, says Jared Bernstein ....... 08.02.2024
MONEY MOVERS:— Apple is ignoring generative AI craze, says Needham’s Laura Martin....... 08.02.2024
HALFTIME REPORT:— How investors should position their portfolios.....
08.01.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys more Meta.......
08.01.2024
POWER LUNCH:— Watch CNBC’s Fed panel react to the Federal Reserve’s unanimous decision to leave rates unchanged ....... 05.01.2024
HALFTIME REPORT:— Trade Tracker: Joe sells Apple and Tesla in the JOET rebalance ....... 05.01.2024
MONEY MOVERS:— Don't see why Fed wants to take 'baby steps' with rate cuts, says JPMorgan's Feroli...... 08.02.2024
HALFTIME REPORT:— Josh Brown buys more Pfizer.......
08.01.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown sells eBay.......
08.01.2024
THE EXCHANGE:— Powell should be ‘calm, cool, and collected’ around rate decision, says Julia Coronado ....... 05.01.2024
HALFTIME REPORT:— Trump Media & Tech shares shrink after strong hot streak and crusade against shorts....... 05.01.2024
HALFTIME REPORT:— Chart of the Day: AMD .......
05.01.2024
HALFTIME REPORT:— Trade Tracker: Joe Terranova sells Eli Lilly .......
05.01.2024
HALFTIME REPORT:— Amazon to report first-quarter earnings after the bell: Here’s what you need to know ....... 04.30.2024
HALFTIME REPORT:— AMD earnings: Here’s what to expect ........ 04.30.2024
HALFTIME REPORT:— The consumer is ‘definitely slowing’: Trivariate Research CEO Adam Parker ....... 04.29.2024
HALFTIME REPORT:— Committee’s standout stocks this week: Vertiv, NXP, Palantir and Matterport ....... 04.26.2024
HALFTIME REPORT:— Chart of the Day: Meta.......
04.25.2024
HALFTIME REPORT:— The Halftime Investment Commitee sizes up the setup for tech stocks....... 04.24.2024
HALFTIME REPORT:— Chart of the Day: Tesla.... 04.24.2024
HALFTIME REPORT:— Consumers spending and showing resilience, says Fiserv’s Frank Bisignano...... 04.23.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys more Meta and Tesla. 04.22.2024
HALFTIME REPORT:— Trade Tracker: Kevin Simpson buys more Apple .... 04.22.2024
HALFTIME REPORT:— Trade Alert: is it time to rotate into energy stocks? ....
04.19.2024
HALFTIME REPORT:— Paramount rallying on news of possible Apollo-Sony joint bid .... 04.19.2024
HALFTIME REPORT:— Rising Rates & Dividends: These are the dividend stocks you should own .... 04.18.2024
HALFTIME REPORT:— Trade Alert: Stephanie Link buys D.R. Horton and Las Vegas Sands .... 04.18.2024
HALFTIME REPORT:— The Great Tesla Debate: Bryn Talkington vs. Steve Weiss ..... 04.17.2024
HALFTIME REPORT:— Trade Tracker: Steve Weiss trims ASML Holding.....
04.17.2024
HALFTIME REPORT:— Trade Tracker: Stephanie Link buys more Apple .....
04.16.2024
HALFTIME REPORT:— Committee stocks on the move: Salesforce, Cisco, Constellation, Coupang, Intel and Rollins ..... 04.15.2024
HALFTIME REPORT:— Trade Tracker: Joe Terranova buys more Goldman Sachs ....... 04.15.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys more Apple.....
04.12.2024
HALFTIME REPORT:— Bank earnings kick off tomorrow: Here’s what you need to know.... 04.11.2024
HALFTIME REPORT:— Calls of the Day: Live Nation, Citigroup and Boeing... 04.30.2024
MONEY MOVERS:— Remain favorably inclined to Big Tech as fundamentals remain strong, says Barclays’ Venu Krishna ....... 04.30.2024
HALFTIME REPORT:— Call of the Day: Apple.......
04.29.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown buys Netflix ......04.26.2024
HALFTIME REPORT:— Committee Stocks on the Move: Caterpillar, Union Pacific and ServiceNow ....... 04.25.2024
HALFTIME REPORT:— Trade Tracker: Kevin Simpson trims Chevron and buys TJX Companies...... 04.22.2024
HALFTIME REPORT:— Natural gas market looks oversupplied right now, says EQT CEO Toby Rice...... 04.24.2024
HALFTIME REPORT:— Walmart-backed fintech One introduces buy now, pay later .... 04.23.2024
HALFTIME REPORT:— Big tech’s cash piles in focus ahead of earnings .... 04.22.2024
HALFTIME REPORT:— The world of investing in private companies .... 04.22.2024
HALFTIME REPORT:— Chart of the Day: Netflix ....
04.19.2024
HALFTIME REPORT:— Real risk to oil market is if Iran-Israel conflict is not contained, says Piper Sandler’s Jan Stuart .... 04.19.2024
HALFTIME REPORT:— Banks are well-positioned in this environment, says Amalgamated Bank CEO Priscilla Sims Brown.... 04.18.2024
HALFTIME REPORT:— Ibotta CEO Bryan Leach on going public ....
04.18.2024
HALFTIME REPORT:— Investors need to respond to every short-term pop, says JPMorgan’s Jason Hunter .... 04.18.2024
HALFTIME REPORT:— Call of the Day: is Apple ‘dead money’? .........
04.17.2024
HALFTIME REPORT:— Calls of the Day: Uber, GE Vernova and General Motors ..... 04.16.2024
HALFTIME REPORT:— VanEck CEO Jan Van Eck on the reflation trade and how investors can navigate this uncertain environment..... 04.15.2024
HALFTIME REPORT:— Earnings setup: UnitedHealth, Johnson & Johnson, Genuine Parts, P&G, Taiwan Semi & American Express..... 04.12.2024
HALFTIME REPORT:— Trade Tracker: Honeywell, Freeport-McMoran, Leidos Holdings, Cisco, McDonald’s, Netflix & ASML..... 04.12.2024
HALFTIME REPORT:— Calls of the Day: Chevron, Qualcomm, Costco, Nasdaq and American Express..... 04.11.2024
HALFTIME REPORT:— Trade Tracker: Jason Snipe trims Nvidia.....
04.11.2024
HALFTIME REPORT:— OpenAI CEO Sam Altman: The U.S. needs an AI policy....
04.11.2024
HALFTIME REPORT:— Hot CPI print rattles stocks.......
04.10.2024
HALFTIME REPORT:— The Committee’s commodities picks.......
04.10.2024
HALFTIME REPORT:— Alphabet shares rise as Google Cloud Next event kicks off.......... 04.09.2024
HALFTIME REPORT:— Calls of the Day: Albemarle, General Motors, Broadcom, Disney and ServiceNow..... 04.10.2024
THE EXCHANGE:— Lead Bank CEO on what’s next for fintech...... 04.09.2024
HALFTIME REPORT:— Calls of the Day: Nasdaq, American Express, Freeport-McMoRan and Cisco..... 04.09.2024
HALFTIME REPORT:— Morgan Stanley upgrades the energy sector to overweight .......... 04.09.2024
HALFTIME REPORT:— Chart of the Day: Taiwan Semi.........
04.08.2024
HALFTIME REPORT:— Josh Brown’s energy strategy.............
04.04.2024
HALFTIME REPORT:— Calls of the Day: BlackRock, Charles Schwab, Netflix and Transocean......... 04.08.2024
HALFTIME REPORT:— Calls of the Day: Uber, Netflix, UnitedHealth, American Express and Vertiv Holdings.......... 04.05.2024
HALFTIME REPORT:— Richmond Fed’s Barkin advocates patience on rate cuts....... 04.04.2024
HALFTIME REPORT:— Josh Brown explains ‘cut on, cut off’ market.......
04.04.2024
HALFTIME REPORT:— Google reportedly weighing offer for HubSpot.........
04.04.2024
HALFTIME REPORT:— Cleveland Fed President Loretta Mester: Substantial progress has been made on inflation. 04.02.2024
HALFTIME REPORT:— Disney’s boardroom battle: Here’s what you need to know.....
04.02.2024
HALFTIME REPORT:— Two industrial giants to complete spinoffs this week. 04.01.2024
HALFTIME REPORT:— Calls of the Day: Delta, Target and Disney..... 04.01.2024
HALFTIME REPORT:— Investment Committee’s Q1 winners and losers. 04.01.2024
HALFTIME REPORT:— Bondbloxx co-founder on why intermediate treasurys are the place to be. 04.01.2024
HALFTIME REPORT:— Sam Bankman-Fried’s family on sentencing: We are heartbroken and will continue to fight for our son .... 03.28.2024
HALFTIME REPORT:— Calls of the Day: Bank of America, Oracle, Abbvie and Pfizer.... 03.28.2024
HALFTIME REPORT:— Winners & Losers: The Committee discusses their biggest quarterly movers.... 03.28.2024
HALFTIME REPORT:— How Goldman Sachs ETF Accelerator works.... 03.28.2024
MONEY MOVERS:— Investors should separate political views from investment themes, says Morgan Stanley’s Sherry Paul.... 03.27.2024
HALFTIME REPORT:— Tesla will be a leader when the inevitable shift to EVs happen, says Canaccord’s George Gianarikas.... 03.27.2024
HALFTIME REPORT:— Emerging markets look attractive due to valuations, says AQR Capital’s Daniel Villalon.... 03.26.2024
HALFTIME REPORT:— Three rate cuts look appropriate this year: JPMorgan’s Phil Camporeale.... 03.26.2024
HALFTIME REPORT:— Morgan Stanley upgrades energy stocks to overweight.... 03.25.2024
HALFTIME REPORT:— Boeing CEO to step down year-end: CNBC’s ‘Halftime Report’ investment committee react... 03.25.2024
HALFTIME REPORT:— Calls of the Day: Disney, Netflix, Citigroup, Accenture and IBM.... 03.25.2024
MONEY MOVERS:— Broader markets will likely pause as long rates tick up, says Wells Fargo’s Sameer Samana.... 03.25.2024
HALFTIME REPORT:— Retail under pressure: Lululemon and Nike shares sink ..... 03.22.2024
HALFTIME REPORT:— DOJ files an antitrust suit against Apple: Here’s what you need to know ..... 03.21.2024
HALFTIME REPORT:— Apple has maintained monopoly power by violating federal antitrust law, says U.S. Attorney General Merrick Garland.
HALFTIME REPORT:— March Fed Decision: Road ahead for rates and your money ...... 03.20.2024
HALFTIME REPORT:— Here’s how investors should view Nvidia ...... 03.19.2024
HALFTIME REPORT:— The next leg of the AI rally.
03.18.2024
HALFTIME REPORT:— Calls of the Day: Netflix, Fedex, Darden and Vertiv. 03.18.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch shares his portfolio protection play ..... 03.22.2024
HALFTIME REPORT:— Trade School: Josh Brown reveals Ritholtz’s ‘Best Stocks’ list ..... 03.21.2024
HALFTIME REPORT:— Microsoft launches AI PCs .....
03.21.2024
HALFTIME REPORT:— Intel’s 8.5 billion Chips Act grant: Here’s what you need to know ..... 03.20.2024
HALFTIME REPORT:— Calls of the Day: Uber, Exxon Mobil and CrowdStrike.. 03.19.2024
THE EXCHANGE:— Shell CEO on LNG pause: Can cause long-term market uncertainty. 03.18.2024
MONEY MOVERS:— Charles Schwab’s Kathy Jones: Bracing for potentially hawkish Fed meeting this week. 03.18.2024
HALFTIME REPORT:— Nvidia’s next big test.
03.15.2024
HALFTIME REPORT:— Call of the Day: Eli Lilly.
03.15.2024
HALFTIME REPORT:— Trade Tracker: Jenny Harrington sells Toyota and Brenda Vingiello trims Nvidia and Meta. 03.14.2024
HALFTIME REPORT:— Trade Alert: Bill Baruch sells Arm Holdings, buys Phillips 66 and buys more Southern Copper. 03.13.2024
HALFTIME REPORT:— Calls of the Day: Caterpillar, IBM, RTX and Chubb. 03.14.2024
HALFTIME REPORT:— Calls of the Day: Regeneron, Thermo Fisher, Darden Restaurants and Nucor. 03.13.2024
HALFTIME REPORT:— Exxon CEO Darren Woods: Demand for petroleum still ‘very healthy’ despite global economic challenges. 03.18.2024
HALFTIME REPORT:— New at Noon: Trian responds to Disney.
03.13.2024
HALFTIME REPORT:— Committee stocks on the move: Costco, Eli Lilly, Netflix, Google and Gold. 03.08.2024
HALFTIME REPORT:— Trade Tracker: Kevin Simpson trims Broadcom and buys more IBM. 03.08.2024
HALFTIME REPORT:— Trade Tracker: Brian Belski trims Nvidia as the stock hits another all-time high. 03.07.2024
HALFTIME REPORT:— Trade Tracker: Brian Belski trims JP Morgan. 03.07.2024
HALFTIME REPORT:— NYCB seeking outside capital to shore up its balance sheet. 03.06.2024
MONEY MOVERS:— Don’t see anything getting in the way of positive market momentum, says Neuberger Berman’s Kroft. 03.08.2024
MONEY MOVERS:— Fed will cut rates three times starting this summer, says HSBC’s Racquel Oden. 03.08.2024
HALFTIME REPORT:— Calls of the Day: IBM, UnitedHealth and Deere. 03.07.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown sells McDonald’s and Zoom. 03.07.2024
HALFTIME REPORT:— Fed Chair Powell: ‘Not really’ evidence that an inflation target higher than 2% is good for economy. 03.06.2024
HALFTIME REPORT:— CNBC’s ‘Halftime Report’ investment committee react to the New York Community Bank capital raise. 03.06.2024
HALFTIME REPORT:— Fed Chair Powell: The pandemic is still writing the story of our economy right now. 03.06.2024
HALFTIME REPORT:— Apple shares touch a 4-month low....
03.05.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown buys more Pfizer....03.05.2024
HALFTIME REPORT:— Trade Tracker: Jim buys Applied Materials and Steve Weiss buys ASML. 03.04.2024
HALFTIME REPORT:— Bitcoin rallies above $67,000.......
03.04.2024
HALFTIME REPORT:— Trade Tracker: Jim Lebenthal sells Thermo Fisher.
03.04.2024
HALFTIME REPORT:— ETF Edge: Is ESG still relevant?.........
03.04.2024
HALFTIME REPORT:— New York Community Bancorp sinking on new turmoil within the company. 03.01.2024
HALFTIME REPORT:— ‘$80 is the new $60 when it comes to oil,’ says Requisite’s Bryn Talkington. 03.01.2024
HALFTIME REPORT:— Chart of the Day: Dell.
03.01.2024
HALFTIME REPORT:— Expect meaningful signs of slowing in the economy as the year progresses, says Citi’s Nathan Sheets. 03.01.2024
HALFTIME REPORT:— An update on the Halftime Report’s Investing Committee’s top contrarian plays for 2024. 02.29.2024
MONEY MOVERS:— Webull president Anthony Denier on the trading platform going public in $7.3 billion SPAC deal. 02.29.2024
HALFTIME REPORT:— Chart of the Day: Snowflake having it’s worst day ever. 02.29.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys Salesforce and more AMD, Nvidia & Western Digital. 02.29.2024
MONEY MOVERS:— S&P 500 to hit 5300 because of US economy and Big Tech stocks, says Barclays’ Venu Krishna. 02.29.2024
MONEY MOVERS:— S&P 500 has upside potential to 5600 level, says Bank of America’s Stephen Suttmeier. 02.29.2024
HALFTIME REPORT:— What can reignite Apple shares?.
02.28.2024
HALFTIME REPORT:— The not-so Magnificent 7: Alphabet and Apple. 02.27.2024
HALFTIME REPORT:— Trade Tracker: Jason Snipe buys Caterpillar, Stephanie Link buys more Sherwin-Williams & Quanta Services. 02.27.2024
MONEY MOVERS:— The broader market is reasserting itself from strong earnings, says UBS’ Alli McCartney. 02.27.2024
HALFTIME REPORT:— JPMorgan CEO Jamie Dimon on state of the US economy, commercial real estate risks and AI hype. 02.26.2024
HALFTIME REPORT:— Alphabet’s AI problems: Stock falls 4%.
02.26.2024
MONEY MOVERS:— Market’s not as concerned with rates during period of economic strength, says iCapital’s Amoroso. 02.26.2024
HALFTIME REPORT:— Baylor tops Ivy League schools in endowment rankings. 02.23.2024
HALFTIME REPORT:— Trade Tracker: Steve Weiss buys Nvidia ‘It’s been an annoyance not owning it’. 02.23.2024
MONEY MOVERS:— Kroger CEO Rodney McMullen on FTC lawsuit: We were disappointed but not surprised. 02.28.2024
HALFTIME REPORT:— Calls of the Day: Some bullish calls on Netflix, Eli Lilly, General Electric and Snowflake. 02.27.2024
HALFTIME REPORT:— JLL CEO Christian Ulbrich: Commercial real estate market has pretty much bottomed out for high-quality products. 02.27.24.
MONEY MOVERS:— Google’s jumbled AI rollout.
02.27.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown buys McDonald’s. 02.26.2024
MONEY MOVERS:— Optimism around economy has led activity in refinance markets, says JPMorgan's Foley. 02.26.2024
MONEY MOVERS:— Whirlpool CEO Marc Bitzer: Critical company milestone as we close European transactions and transform portfolio. 02.26.2024
HALFTIME REPORT:— Nvidia, Sam Altman and the trillion-dollar AI dream. 02.23.2024
HALFTIME REPORT:— Trade Tracker: The Investment Committee make some major portfolio moves. 02.23.2024
HALFTIME REPORT:— Earnings will be the big focus for equities this year, says TIAA’s Neel Mukherjee. 02.23.2024
HALFTIME REPORT:— We’re seeing ‘much faster growth’ of GLP-1 adoption for weight loss: Morgan Stanley’s Kaufman. 02.23.2024
HALFTIME REPORT:— Tired of people whining about all that matters is the Magnificent 7, says Trivariate’s Adam Parker. 02.23.2024
HALFTIME REPORT:— What to do with Nvidia now?.
02.22.2024
HALFTIME REPORT:— Trade Tracker: Jim Lebenthal on buying Amazon, ‘This is not an expensive stock’. 02.22.2024
HALFTIME REPORT:— Block has ‘gotten their act together’, says Wells Fargo’s Andrew Bauch. 02.23.2024
HALFTIME REPORT:— Nvidia will continue to be a bull position, says Requisite’s Bryn Talkington. 02.22.2024
HALFTIME REPORT:— Hightower’s Stephanie Link buys more Target, says there’s a comeback story there. 02.22.2024
MONEY MOVERS:— Market's comfortable with the current rate environment and resilient consumer, says JMP's Lehmann. 02.22.2024
MONEY MOVERS:— Frontier CEO Barry Biffle on air travel demand: We’ve got more tailwinds than any other airline. 02.22.2024
HALFTIME REPORT:— Chart of the Day: Palo Alto Networks.
02.21.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch trims Nvidia and AMD. 02.21.2024
MONEY MOVERS:— Kellanova CEO Steve Cahillane on launching Cheez-Its globally: We adapt the cheese flavor to local tastes. 02.21.2024
MONEY MOVERS:— Ares Management CEO Michael Arougheti: The worst of the higher rates is behind us. 02.21.2024
HALFTIME REPORT:— Nvidia earnings: The AI trade’s moment of truth. 02.20.2024
HALFTIME REPORT:— Inflation is not going to come down fast enough for rates to follow, says Komal Sri-Kumar. 02.20.2024
HALFTIME REPORT:— Nvidia sees several new price target hikes ahead of quarterly report. 02.16.2024
HALFTIME REPORT:— The red-hot cyber trade: Palo Alto Networks, Crowdstrike and Fortinet. 02.20.2024
HALFTIME REPORT:— Investors need to consider market repricing in fixed income market: DoubleLine's Jeffrey Sherman. 02.20.2024
HALFTIME REPORT:— Calls of the Day: Trade Desk, Eli Lilly and Palo Alto Networks. 02.16.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys more Bank of America & Tesla and trims Cheniere Energy. 02.16.2024
MONEY MOVERS:— DraftKings CEO Jason Robins: We are comfortable competing with anybody. 02.16.2024
HALFTIME REPORT:— Calls of the Day: Blackstone, FedEx and CrowdStrike. 02.15.2024
HALFTIME REPORT:— JPMorgan’s Phil Camporeale: Prepare for a soft landing........... 02.15.2024
HALFTIME REPORT:— Chart of the Day: Uber surges to record high ..............
02.14.2024
HALFTIME REPORT:— Calls of the Day: Citigroup, Palantir and IBM........
02.14.2024
HALFTIME REPORT:—Navigating the big run in biotech.
02.15.2024
HALFTIME REPORT:—This is one of the greatest opportunities ever to invest in Israel, says Aleph’s Eisenber...... 02.15.2024
HALFTIME REPORT:— Cisco earnings on the deck: What you need to know........
02.14.2024
HALFTIME REPORT:— Trade Tracker: Joe Terranova sells Twilio.
02.14.2024
HALFTIME REPORT:— Call of the Day: Eli Lilly getting a price target boost at Jefferies. 02.13.2024
HALFTIME REPORT:— Trade Tracker: Stephanie Link trims Lam Research and Broadcom. 02.13.2024
HALFTIME REPORT:— Trade Tracker: Stephanie Link buys more Apple while Bill Baruch is trimming the stock. 02.13.2024
HALFTIME REPORT:— Trade Tracker: Jim Lebenthal trims Nvidia. 02.13.2024
HALFTIME REPORT:— Navigating Nvidia’s incredible run.
02.12.2024
HALFTIME REPORT:— Calls of the Day: Applied Materials, Arista Networks and Netflix. 02.12.2024
HALFTIME REPORT:— ETF Edge: Hot topics from the Exchange ETF Conference..... 02.12.2024
HALFTIME REPORT:— Potential red flags for the rally.
02.09.2024
HALFTIME REPORT:— Calls of the Day: Cleveland Cliffs, Palo Alto Networks, Albemarle and Costco. 02.09.2024
HALFTIME REPORT:— Here’s why Gilman Hill’s Jenny Harrington is not selling New York Community Bancorp. 02.08.2024
HALFTIME REPORT:— Tech, health care hit record highs.
02.08.2024
HALFTIME REPORT:— Trade Tracker: Steve Weiss sells Deere.
02.12.2024
HALFTIME REPORT:— Chart of the Day: Expedia sinks despite Q4 beat. 02.09.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys Arm.
02.09.2024
HALFTIME REPORT:— Trade Tracker: Bill Baruch buys Tesla and Josh Brown sells Empire State Realty. 02.08.2024
HALFTIME REPORT:— Disney shares surge on Q1 results: Here’s what you need to know. 02.08.2024
HALFTIME REPORT:— Deutsche Bank’s Binky Chadha: We have a bull case of $5,500 for the S&P this year....... 02.08.2024
HALFTIME REPORT:— Here are the key drivers for the new Disney-Fox-Warner Bros. Discovery sports venture...... 02.07.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown sells PayPal.
02.06.2024
HALFTIME REPORT:— Focus on quality stocks and bonds, including U.S. tech: UBS' Alli McCartney. 02.05.2024
HALFTIME REPORT:— Tech, health care hit record highs.
02.05.2024
HALFTIME REPORT:— Trade Tracker: Steve Weiss buys Archer Daniels. 02.05.2024
HALFTIME REPORT:— Uber hits record high: What you need to know. 02.05.2024
HALFTIME REPORT:— ETF Edge: The uneven performance in the semiconductor space. 02.05.2024
HALFTIME REPORT:— Altimeter Capital CEO on Meta: The year of belt-tightening from 2023 is over. 02.02.2024
HALFTIME REPORT:— Inside the JOET Rebalance.
02.02.2024
HALFTIME REPORT:— Altimeter Capital CEO on Amazon: They have a dominant retail business that will benefit from AI. 02.02.2024
HALFTIME REPORT:— Charles Schwab’s Liz Ann Sonders: We can’t look at the market in a ‘monolithic way’ anymore. 02.02.2024
HALFTIME REPORT:— How to play the AI trend.
02.01.2024
HALFTIME REPORT:— Meta joins the dividend-paying crowd: Here’s what it suggests. 02.02.2024
HALFTIME REPORT:— Catalysts and concerns for Amazon.
02.01.2024
HALFTIME REPORT:— CrowdStrike CEO George Kurtz: FBI warning shows serious nature of cyber threats from China. 02.02.2024
HALFTIME REPORT:— Trade Tracker: Stephanie Link sells Alphabet and buys more Amazon. 01.31.2024
SQUAWK ON THE STREET:— Social media CEOs testify at hearing on child safety. 01.31.2024
HALFTIME REPORT:— Eight portfolio moves from Rob Sechan.
01.31.2024
SQUAWK ON THE STREET:— Meta CEO Mark Zuckerberg apologizes to parents at online child safety Senate hearing. 01.31.2024
HALFTIME REPORT:— Big week for the Magnificent 7.
01.30.2024
MONEY MOVERS:— We don’t see anything putting pressure on the markets, says Neuberger Berman’s Kroft. 01.30.2024
HALFTIME REPORT:— Mega-cap earnings: Here’s what to expect.
01.29.2024
HALFTIME REPORT:— Call of the Day: Uber.
01.29.2024
HALFTIME REPORT:— Financials is the one sector that will surprise you this year, says Virtus Investment’s Terranova. 01.30.2024
MONEY MOVERS:— 49ers President Al Guido on upcoming Super Bowl trip.......... 01.30.2024
HALFTIME REPORT:— Goldman Sachs is positioned in the right direction now, says Virtus Investment’s Joe Terranova. 01.29.2024
HALFTIME REPORT:— Key earnings on deck: Nucor, Marathon Petroleum, Mastercard, ADP and Shell. 01.29.2024
HALFTIME REPORT:— Chart of the Day: Intel plunges on weak Q1 guidance. 01.26.2024
HALFTIME REPORT:— Generative AI is coming to wealth management in a very big way, says Ritholtz’s Josh Brown. 01.26.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown buys more Snap and Jenny Harrington trims United Rentals. 01.26.2024
HALFTIME REPORT:— East West Bank CFO on Q4 earnings.........
01.26.2024
HALFTIME REPORT: Trade Tracker:— Bill Baruch trims AMD and Nvidia.
01.25.2024
MONEY MOVERS:— Certainly not done with pursuit of Macy’s acquisition, says Arkhouse’s Kahane. 01.25.2024
SQUAWK ON THE STREET:— Southwest Airlines CEO Bob Jordan: Boeing being a better company is ‘really good’ for us. 01.25.2024
HALFTIME REPORT:— Steve Weiss sells Humana and UnitedHealth, says stocks are ‘just not working’. 01.25.2024
MONEY MOVERS:— Expect a gradual rebound in home sales: Zelman and Associates EVP. 01.25.2024
HALFTIME REPORT:— American Airlines CEO: Boeing has to ‘get their act together’ and produce a quality product. 01.25.2024
MONEY MOVERS:— Trade Tracker: Stephanie Link buys more Amazon. 01.24.2024
HALFTIME REPORT:— Microsoft briefly surpasses $3 trillion in market cap. 01.24.2024
MONEY MOVERS:— Chart of the Day: Netflix surges on Q4 results. 01.24.2024
HALFTIME REPORT:— Buy into the Boeing dip?.
01.23.2024
HALFTIME REPORT:— Chart of the Day: United Airlines shares soar post Q4 beat. 01.23.2024
HALFTIME REPORT:— Virtus Investment’s Joe Terranova explains the predominant factor in the market. 01.23.2024
HALFTIME REPORT:— The setup on Texas Instruments ahead of earnings. 01.23.2024
HALFTIME REPORT:— Key earnings to watch this week.......
01.23.2024
HALFTIME REPORT:— Morgan Stanley’s Sherry Paul: Expect rate cuts to begin in June. 01.23.2024
HALFTIME REPORT:— ETF Edge: India and Japan see big international investing inflows while investors flee China. 01.22.2024
HALFTIME REPORT:— Oaktree’s Howard Marks: Fed funds rate will average near 3% over the next ten years. 01.23.2024
HALFTIME REPORT:— Netflix earnings: Here’s what to expect.
01.22.2024
HALFTIME REPORT:— Apple approaches $200 level: Here’s what you need to know. 01.22.2024
HALFTIME REPORT:— Nvidia hits record high.........
01.22.2024
HALFTIME REPORT:— TSMC is one of the five most important companies in the world, says Ritholtz’s Josh Brown. 01.18.2024
HALFTIME REPORT:— Josh Brown’s ‘Hateful Eight’. 01.18.2024
HALFTIME REPORT:— Committee Stocks on the Move: JetBlue, Spirit Airlines, Alibaba, Morgan Stanley and Kohl’s. 01.17.2024
HALFTIME REPORT:— We are likely to get a rate cut in May, says Cerity Partners’ Jim Lebenthal. 01.17.2024
HALFTIME REPORT:— Here’s why Stephanie Link trimmed Morgan Stanley and Bank of America. 01.16.2024
HALFTIME REPORT:— Hightower’s Stephanie Link trims Morgan Stanley and Bank of America. 01.16.2024
HALFTIME REPORT:— How to play commodities in 2024.
01.16.2024
HALFTIME REPORT:— Citi could be a stock that Wall Street’s unfairly given up on, says Oakmark’s Bill Nygren. 01.16.2024
HALFTIME REPORT:— Breaking down big bank earnings
01.12.2024
HALFTIME REPORT:— Chart of the Day: Oil
01.12.2024
HALFTIME REPORT:— Mega cap momentum concerns: What you need to know. 01.11.2024
HALFTIME REPORT:— Boeing 737 Max-9 investigation: What you need to know. 01.10.2024
HALFTIME REPORT:— Bitcoin ETFs begin trading.
01.11.2024
HALFTIME REPORT:— I don’t own enough of the mega caps, says Virtus Investment’s Joe Terranova. 01.10.2024
HALFTIME REPORT:— Contrarian Ideas from Amy Raskin and Sarat Sethi 01.09.2024
HALFTIME REPORT:— Chip forecasts spook investors ..........
01.09.2024
HALFTIME REPORT:— Trade Tracker: The Investment Committee trading Cisco, Uber, Nike, and SLB .......... 01.09.2024
HALFTIME REPORT:— Trade Tracker: Josh Brown buys Pfizer .......... 01.09.2024
HALFTIME REPORT:— Trade Tracker: Jim Lebenthal sells Boeing and Alaska Air, buys Delta .......... 01.08.2024
HALFTIME REPORT:— ARK Invest CEO Cathie Wood on spot bitcoin ETF 01.08.2024
HALFTIME REPORT:— Top contrarian ideas of 2024: Commerical real estate, biotech and energy .......... 01.05.2024
HALFTIME REPORT:— Dividends in danger? Wolfe Research issues warning for 2024 .......... 01.05.2024
HALFTIME REPORT:— Trade Tracker: Jenny Harrington sells Iron Mountain, Seagate and trims Uber, United Rentals .......... 01.05.2024
HALFTIME REPORT:— The recession has already happened, says Federated Hermes’ Steve Auth.......... 01.05.2024
HALFTIME REPORT:— We can’t just rely on five or six names to boost your portfolio, says Aureus’ Kari Firestone.......... 01.04.2024
HALFTIME REPORT:— Eli Lilly launches LillyDirect: What you need to know 01.04.2024
HALFTIME REPORT:— Top contrarian ideas of 2024..........
01.04.2024
HALFTIME REPORT:— Chart of the Day: Mobileye plunges on sales outlook and grim revenue warning .......... 01.04.2024
HALFTIME REPORT:— Bank of America names Eli Lilly a top pick.......... 01.03.2024
HALFTIME REPORT:— Uber price target raised at Wells Fargo .......... 01.02.2024
HALFTIME REPORT:— Steve Weiss trims bitcoin holdings despite crypto’s big winter rally .......... 01.02.2024
HALFTIME REPORT:— Trade Tracker: Stephanie Link buys ExxonMobil and Bristol Myers .......... 01.03.2024
HALFTIME REPORT:— Goldman Sachs downgrades Charles Schwab on lower rate outlook .......... 01.03.2024
HALFTIME REPORT:— ‘Welcome to the New World’ — Three things moving the market, according to Josh Brown .......... 01.02.2024
HALFTIME REPORT:— Weekly win streaks for major averages in jeopardy.... 12.29.2023
POWER LUNCH:— 3-Stock Lunch: CRM, DG & Gold .........
12.29.2023
HALFTIME REPORT:— The ‘Halftime Report’ investment committee debates Apple’s 2024 growth outlook .......... 12.28.2023
POWER LUNCH:— Three-Stock Lunch: Goldman Sachs, PepsiCo & Valmont Industries .... 12.28.2023
HALFTIME REPORT:— The pendulum is swinging back toward dividend stocks: Powers Advisory Group’s Matt Powers .... 12.27.2023
HALFTIME REPORT:— AI is not new, says Short Hills’ Steve Weiss ........ 12.27.2023
HALFTIME REPORT:— The prime time for AI isn’t happening yet, says Short Hills’ Steve Weiss .... 12.26.2023
HALFTIME REPORT:— Top casinos vying for a spot in the Big Apple ....
12.26.2023
HALFTIME REPORT:— Buy or bail on biotech: Here's what you need to know
12.26.2023
HALFTIME REPORT:— The race to build a casino in New York ....
12.26.2023
HALFTIME REPORT:— Alphabet: Barron’s best tech bet for 2024 ....
12.26.2023
HALFTIME REPORT:— Trade Tracker: Steve Weiss buys Transdigm ....
12.26.2023
HALFTIME REPORT:— Chart of the Day: Micron ....
12.21.2023
HALFTIME REPORT:— Trade Tracker: Joe Terranova buys Twilio ........ 12.21.2023
HALFTIME REPORT:— Former NFL linebacker Brandon Copeland shares his philanthropic initiatives ......... 12.20.2023
ETF EDGE:— The “perfect” emerging market?........
12.20.2023
ETF EDGE:— Then & Now: India versus China .........
12.20.2023
ETF EDGE:— Internet commerce driving India’s growth.......
12.20.2023
HALFTIME REPORT:— Josh Brown’s New Year’s resolutions for investors 12.19.2023
SQUAWK ON THE STREET:— Prospects of lower rates are holding up equity multiples, says CFRA’s Sam Stovall ......... 12.19.2023
LAST CALL:— $35 billion in cargo diverted away from Red Sea amid attack fears ......... 12.19.2023
SQUAWK ON THE STREET:— Accenture CEO Julie Sweet: A real standout in Q1 was momentum in generative AI ....... 12.19.2023
FAST MONEY:— BoFA’s Savita Subramanian: The reason to own equities is because of what the Fed has already done ......... 12.18.2023
HALFTIME REPORT:— Citi and JPMorgan upgraded to ‘buy’ at Daiwa ......... 12.18.2023
SQUAWK ON THE STREET:— Evercore’s Julian Emanuel: We are calling for a ‘mild recession’ ......... 12.18.2023
HALFTIME REPORT:— March is probably ‘premature’ for rate cuts, says JPMorgan’s Michael Feroli ......... 12.15.2023
HALFTIME REPORT:— Trade Tracker: Kevin Simpson buys Waste Management and IBM ......... 12.15.2023
HALFTIME REPORT:— Calls of the Day: BlackRock, General Electric, Palo Alto, Fortinet and Boeing ......... 12.15.2023
SQUAWK ON THE STREET:— Southwest Airlines CEO Bob Jordan on 2024 outlook: We’re taking a lot of momentum into the new year .. 12.14.2023
EQUITY AND OPPORTUNITY:— Meet 3 One Young World delegates whose work confronts the biggest challenges facing the world today. 12.14.2023
HALFTIME REPORT:— Be on the offensive in 2024, says Virtus Investment’s Joe Terranova ......... 12.18.2023
TECHCHECK:— Adobe terminates $20 billion Figma deal .........
12.18.2023
HALFTIME REPORT:— Calls of the Day: Roblox, Uber, D.R. Horton, Lowes, and Thermo Fisher ......... 12.13.2023
MONEY MOVERS:— A March rate cut is premature and market’s have priced in too quickly, says IBM’s Gary Cohn ......... 12.15.2023
MONEY MOVERS:— JPMorgan’s Phil Camporeale: Can’t rule out rate cuts in March ......... 12.15.2023
LAST CALL:— Wall Street is paying attention to tech giants capitalizing on AI: Cleo Capital’s Sarah Kunst ......... 12.15.2023
POWER LUNCH:— Fed Chair Powell: Inflation has eased from its highs, without a significant increase in unemployment ......... 12.14.2023
SQUAWK BOX:— ‘Squawk Box’ crew react to Fed Chair Powell’s commentary ......... 12.14.2023
MONEY MOVERS:— Mastercard’s Michelle Meyer: The consumer is empowered right now ......... 12.11.2023
MONEY MOVERS:— Shake Shack CEO Randy Garutti to retire in 2024: Here’s what’s ahead for the company ......... 12.11.2023