Halftime Report

Scott Wapner and the Investment Committee debate whether you should stick with the  winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the high-flying tech sector and how you should trade the space as it continues rising higher.  Plus, CNBC’s Leslie Picker joins us to discuss the latest news out of the Space X IPO. The Investment Committee debates the valuation and what it means for the IPO market. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate the best way to position your portfolio as stocks hover at record highs. Plus, the desk shares their latest portfolio moves. And later, Oliver Renick joins us with some Options Action in the crypto trade.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher.  Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their stocks that are on the move today.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs.  It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC's "Halftime Report” to talk everything from markets, tech and how to navigate the flood of mega IPOs releasing this year. Plus, Josh Brown spotlights Edwards Lifesciences in his "Best Stocks in the Market." And later, we hit the latest Call of the Day on Uber.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether it's too late to buy the tech high-fliers. Plus, Robinhood will let AI agents trade on their platform, the desk debates what it means for their users and the market.  And later, Josh Brown spotlights Transports and makes some moves in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss how they're trading the tech boom and share the best strategies to navigate the high-flying sector. Plus, we hit the latest Calls of the Day. And later, we debate some Options Action we're seeing in the miners.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate what Kevin Warsh's tenure as Fed Chair will mean to the market and your money. And later, we discuss whether AI is affecting dividends and whether those stocks are investable anymore.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether Nvidia is underappreciated after the company reported it's earnings yesterday. They discuss your next move in the AI sector. Plus, we look ahead to the SpaceX IPO, what it means to the market and the future of investing in space travel. And later, Josh Brown spotlights Morgan Stanley in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance.  Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest portfolio moves. And later, we hit some Committee stocks on the move including Regeneron and Delta Air Lines. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback.  Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Call of the Day on Diamondback Energy.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex in his "Best Stocks in the Market."  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to navigate the market as strong earnings push stocks higher.  Plsu, Josh Brown spotlights eBay and Casey's in his "Best Stocks in the Market." And later, the desk share their latest portfolio moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio.  Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks.  He tells you what to do with the stock now.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting earnings this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it.  Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks.  Plus, we are watching the Energy trade down big this month but still the best sector this year, the desk debate how to trade the space. And later, we hit the latest Calls of the Day.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the Day, the Committee strategize on what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market."  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it.  Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee react to Fed Chair nominee Kevin Warsh's testimony today at the Senate Banking committee during his confirmation hearing. CNBC's Steve Liesman joins us with the latest. Plus, Apple names John Ternus as their new CEO. The Investment Committee debate what it means for the stock and how you should trade it.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate whether the uncertainty in the Middle East will stall the market or push it even lower. Plus, the desk shares trading strategies for some of their stocks on the move. And later, Michael Santoli joins us with his midday check on the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate how to position your portfolio after Iran's Foreign Minister declared the Strait of Hormuz will remain open during the ceasefire. Plus, the Committee share their latest moves. And later, we hit the latest Calls of the Day.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to build your portfolio as markets hit new highs.  Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some industrial names in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade the market as it approaches new highs. Plus the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether the market can hit new highs despite geopolitical uncertainty and how you should trade it. Plus, the desk share their latest portfolio moves. And later, the Committee discuss leaning into the tech momentum.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how the war in Iran and earnings reports are guiding the market right now. They share their top strategies in this environment. Plus. The desk discuss the key levels to watch out for in software stocks. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether the worst of the sell-off is over and how they are trading it today. Plus the Committee making some major portfolio moves, they break them all down. And later, the desk discuss their Health care plays.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the fragile ceasefire in the Middle East and what it means for the market and your money. They share their strategies for the weeks ahead. Plus, we've got a Street Fight between Jenny Harrington and Josh Brown. They debate whether Netflix or Disney will be higher by end of year. And later, we hit the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to position your portfolio as stocks surge following the announced ceasefire in Iran. Plus, the desk making some major portfolio moves, they share all the details. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to position your portfolio ahead of the looming deadline President Trump placed on Iran tonight. Plus, we hit the latest Calls of the Day in the homebuilders. And later, Josh Brown spotlights the travel sector in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how they're managing their portfolio amid the geopolitical uncertainty in the markets.  Plus, we hit the latest Calls of the Day. And later, the desk debates the race for AI names to go public and how you should position yourself ahead of their IPOs.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate President Trump's speech last night and what it means for the market and your money. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the resilience of the market and whether stocks are still vulnerable amid the uncertainty in the Middle East. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss the state of stocks on the last trading day of the month and the quarter. The experts detail their latest portfolio moves. Josh Brown talks about Verizon and AT&T in his Best Stocks in the Market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss the state of stocks with no signs of an end to the war. The experts detail their latest portfolio moves. Calls of the Day include Robinhood, Boston Scientific, Bristol-Myers Squibb, and American Express. The desk debates Evercore's new list of "stocks for stability." Michael Santoli joins with his Midday Word. Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade stocks as the Iran War weighs heavily on the markets and the S&P and Nasdaq track for their 5th straight negative week. Plus, the desk discusses cybersecurity names as every AI headlines pushes the group lower. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks.  Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Dell in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade stocks as hopes for a resolution in Iran pushes oil lower and stocks higher. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day in an energy and a fintech name.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.