Halftime Report CNBC

Scott Wapner and the Investment Committee discuss the state of stocks after another pivotal week for the market. Plus, the desk making some moves in their portfolio, they reveal their latest trades. And later, A Call of the Day on XPO, Jenny Harrington owns it and talks about what to do with the stock now.

Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the details.

Investment Committee Disclosures

Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks.

Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the Nasdaq’s moment of truth, Nvidia earnings tomorrow. Plus, the desk share their latest portfolio moves. And later, Ares Management is holding their 2024 investor day, Leslie Picker is there and brings us an exclusive interview with Ares Management Co-Founders Michael Arougheti and Tony Ressler.

Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss stocks extending their record highs today and how to position yourself for an everything rally. Plus cyber stocks on a tear, the desk debate how to trade these names. And later, the Aerospace and Defense ETF, ITA, hits an all-time high. The Committee debate what’s next for the sector.

Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. And later, the desk share their latest portfolio moves.

Investment Committee Disclosures