Microsoft will have harder time surprising investors to the upside, says Ritholtz's Josh Brown from CNBC. Our Calls of the Day include bullish commentary on two consumer-related stocks. welcome back to "halftime report"" i'm rahel solomon and here is your cnbc news update at this hour four former minneapolis police officers, including derek chauvin pleading not guilty on federal charge stemming from the death of jornl floyd the four men were indicted by a federal grand jury in may for allegedly deprive floyd of rights and ton . Ritholtz Wealth Management CEO Josh Brown: Once Live Nation Entertainment, Inc. LYV, . This kind of stiff isnt even the halftime demographic ? Data is a real-time snapshot *Data is delayed at least 15 minutes. Plus, a Chart of the Day on First Republic Bank, as shares sink. 46 minutes | Apr 27, 2023 Mega Cap Momentum and How to Trade it 4/27/23 Scott Wapner . 2023 CNBC LLC. CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's happening and help set the agenda for the rest of the day. Get this delivered to your inbox, and more info about our products and services. I may not always agree with some of the other guest but at least they have a method they stick to not just whatever. Many of you will know that the US financial markets are covered well by cable news network CNBC; and I've become a fan of the lunchtime "Halftime Report". Halftime Report airs weekdays 12-1PM ET on CNBC TV. With the problems they are facing. Investment Committee Disclosures. Best Debt Consolidation Loans for Bad Credit, Personal Loans for 580 Credit Score or Lower, Personal Loans for 670 Credit Score or Lower. Halftime Report is on the front lines of CNBCs market coverage. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. Halftime Report is on the front lines of CNBC's market coverage. I help people invest and manage portfolios for them. Investment Committee Disclosures. Investment Committee Disclosures, Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. And the panel grades your latest trades on CVS and Wynn Resorts.Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. Josh Brown's disclosures have been updated to reflect his holdings. He bought shares of iShares U.S. Oil & Gas Exploration & Production ETF (IEO) and iShares U.S. Aerospace & Defense ETF (ITA) on Tuesday. Final Trades: 3M, Exxon, CarMax & more from CNBC. All Rights Reserved. Every month you'll receive 3-4 book suggestions--chosen by hand from more than 1,000 books. Investment Committee Disclosures, Mega Cap Momentum and How to Trade it 4/27/23, Scott Wapner and the Investment Committee discuss the momentum in mega cap stocks and how you should trade it. On CNBC's "Fast Money Halftime Report," the investment committee gave some of their top stock picks for 2021. CNBC should check Jims mentality stability! "Fast Money Halftime Report" is on the front lines of CNBC's market coverage; host CNBC's Scott Wapner and the Street's top investors get to the heart. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. 45 min; APR 12, 2023; Cooling Inflation 4/12/23 Cooling Inflation 4/12/23. CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's happening and help set the agenda for the rest of the day. Our Calls of the Day include bullish commentary on two consumer-related stocks. Kari is long AAPL, ADBE, ADSK, ALGN, AMT, AMZN, AWK, AXP, BAH, BKNG, BX, CHTR, CRM, FTV, GOOGL, HD, HQY, INMD, KMX, META, MSFT, NEE, ORLY, PYPL, SCHW, SHW, SPGI, TMO, UNH, V, WAB, WCN. "But my concern around Disney is, going forward, I think there's some margin headwinds," Snipe said. Plus, our Call of the Day on two big upgrades for one transportation stock. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Halftime Stock Disclosures for October 21st 2016. 45 min; 26 APR 2023; Business ads no problem ! See omnystudio.com/listener for privacy information. Thu, Jul 14 2022 12:41 PM EDT. We want to hear from you! CNBCs Scott Wapner and the Streets top investors get to the heart of the action as its happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Joe is long stock ABBV, ADM, BAC, CRWD, DE, EOG, EQT, FCX, GLD, IBB, JOET, JPM, MA, MRK, MS, PXD, TWLO, TXN, UBER, UNH, V, VLO, VRTS. JON NAJARIAN: Data is a real-time snapshot *Data is delayed at least 15 minutes. Sign up for free newsletters and get more CNBC delivered to your inbox. Watch Fast Money Halftime Report live. Its higher today. CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's happening and help set the agenda for the rest of the day. Loretta Mester, The differential between the large and small cap techs is huge, says Aureus' Kari Firestone, Travelers' shares spike higher following earnings beat, Hightower's Stephanie Link calls Goldman Sachs a 'hot mess' after its revenue miss, The defense sector is having a breakout moment: Ritholtz's Josh Brown, The 'Investment Committee' weigh in on the traditional 60/40 portfolio, We're out of the bear market woods but not in the clear for the bull: Gilman's Jenny Harrington, The Halftime Report investment committee assess the state of semis, Inflation remains sticky and Fed will keep hiking rates, says Hightower's Stephanie Link, We want to hear from you! Got a confidential news tip? I am not interested in how many points an index is down; tell me the % change. Best Debt Consolidation Loans for Bad Credit, Personal Loans for 580 Credit Score or Lower, Personal Loans for 670 Credit Score or Lower. Im a New York City-based financial advisor at Ritholtz Wealth Management LLC. Published Fri, Oct 21 201610:37 AM EDT Updated Fri, Oct 21 201610:42 AM EDT. And our experts are making moves in their portfolios. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts. . Defense sector stocks have performed well as safety plays in recent weeks, with the (ITA) ETF gaining 10% month to date, pacing for its best month since March of last year. Halftime Report is on the front lines of CNBC's market coverage. Jennys firm is long AAP, AIN, AMBP, APTV, AXAHY, AXP, BAESY, BASFY, BGS, BMY, CARR, CODI, CSCO, CWEN, DBSDY, DEA, DIS, DOW, DPSGY, DTEGY, DVN, EPD, ET, FCX, FISV, FLNG, FTAI, GSK, GXO, HLN, HLPPY, HTGC, IBM, INTC, IRM, IX, JBLU, KB, KCDMY, KGFHY, KMI, KMX, KSS, LAMR, MAR, MATV, MDT, META, MITSY, MMM, MMP, MTRN, NEE-P, NGG, NGLOY, NNN, NOC, NRDBY, NYCB, OKE, PANW, PFE, PKX, PSTL, PXD, RE, REGN, RIO, RXO, SBLK, SBRA, SCHW, SHEL, SKHSY, SLG, SMFG, SSREY, STX, SWKS, SYY, T, TATYY, TELNY, TER, TM, TMO, TTE, UBER, UL, UMPQ, UPMMY, URI, VEOEY, VZ, WMB, WU, XPO, ZBH, ZURVY. Steve Grasso. Plus, the latest on First Republics dramatic drop. 44 min; APR 27, 2023; Plus, a Chart of the Day on the top performing sector this month. 2023 CNBC LLC. CNBC Contributor. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Scott . Given the incompleteness of this endeavor, it's hard to believe the first 2 considerations are of any great concern to the show. Please submit your questions below, and we will do our best to answer them live on the show. Halftime Report is on the front lines of CNBCs market coverage. CNBCs Scott Wapner and the Streets top investors get to the heart of the action as its happening and help set the agenda for the rest of the day. Weekdays, 12-1p ET on @CNBC. Chief Market Strategist & Director of Advisor Advocacy, Private Advisor Group, Former Chairman and CEO, Continental Airlines, Portfolio Manager, Kayne Anderson Rudnick, Chief Investment Officer, Bleakley Financial Group, Founder & Managing Partner, Veritas Financial, CEO and Co-founder, Ritholtz Wealth Management. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Jason Snipe of Odyssey Capital Advisors, who bought shares of Disney in August of last year, on Thursday decided to sell his stake. Since 1999 he has worked as an institutional sales . Get this delivered to your inbox, and more info about our products and services. Scott is a fine host. CNBCs Scott Wapner and the Streets top investors get to the heart of the action as its happening and help set the agenda for the rest of the day. Plus, weve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs. Snipe said Thursday on "Fast Money Halftime Report.". And it's been a loss." 2023 CNBC LLC. Joshua Brown. Watch this show religiously every day. Copyright 2023 Apple Inc. All rights reserved. Halftime Report is on the front lines of CNBCs market coverage. Degas Wright, CFA is the founder and Chief Executive Officer of Decatur Capital Management (DCM). Mark as Played. Sarat is long AAPL, ACN, AL, AMT, AMZN, APA, AXP, BAC, BMY, BR, BX, C, CHTR, CMCSA, CSCO, CVS, CVX, DAL, DIS, DHR, DEO, EIX, ELAN, EOG, EQIX, FRC, GDDY, GM, GOOGL, GSK, HON, ILMN, JNJ, JPM, LOW, MA, META, MLM, MRK, MS, MSFT, NSRGY, NVDA, ORCL, PEP, PRU, PXD, PYPL, QCOM, RBLX, SCS, STZ, TDG, TMO, UAL, UBER, USB, V, VMC, XPO, ZBH. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Twitter: https://twitter.com/jonnajarian SUBMIT YOUR QUESTIONS HERE. Jason Snipe on selling Disney: There are other opportunities in the market. CNBC Contributor. Halftime Report CNBC Subscribe Halftime Report is on the front lines of CNBC's market coverage. More Scott! CEO and Co-founder, Ritholtz Wealth Management. We run through the latest trades.Investment Committee Disclosures. Investment Committee Disclosures. "My bet is over the next three years they're going to grow significantly relative to the overall stock market," Brown said Tuesday on CNBC's"Fast Money Halftime Report." All Rights Reserved. Steven Grasso is the CEO of Grasso Global Inc. Got a confidential news tip? She just talks non sense to justify whatever she feels at that moment. Microsoft will have harder time surprising investors to the upside, says Ritholtzs Josh Brown from CNBC. To learn more about our committee members . And our experts grade your latest trades.Investment Committee Disclosures, Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. And our experts grade your latest trades. Plus, a Chart of the Day on the top performing sector this month. Plus, the latest on First Republics dramatic drop. Real Money, Real Debate. Plus, our Call of the Day on two big upgrades for one transportation stock. It's very difficult to grow there and I just think there's places, there's other places, in the market for me to take that capital and spend.". Every month you'll receive 3-4 book suggestions--chosen by hand from more than 1,000 books. A Division of NBCUniversal. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Plus, the latest on First Republics dramatic drop. Investment Committee Disclosures. Data is a real-time snapshot *Data is delayed at least 15 minutes. Stay up-to-date with the committee's latest buys, sells, and trades. She has been a panelist on CNBC's Fast Money from its debut year in . Data is a real-time snapshot *Data is delayed at least 15 minutes. Got a confidential news tip? Halftime Report airs weekdays 12-1PM ET on CNBC TV. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Halftime Report is on the front lines of CNBC's market coverage. Got a confidential news tip? Shannon is long A, AAPL, ABBV, ABT, ACN, ADBE, ADI, AMD, AMT, AMZN, APD, BBY, BK, BLK, BR, CDW, CMCSA, COST, CSCO, CSGP, DHR, EA, EL, EOG, EQIX, ETN, FCX, GOOGL, GUNR, HD, HON, IBM, ICE, INTU, IQV, ISRG, JOET, JPM, KEYS, LHX, MAS, MDLZ, MDT, MLM, MMC, MSFT, NEE, NFLX, ORCL, PEP, PG, POOL, PRI, QQQ, ROK, SCHW, SIVB, SYK, TECH, TREX, TW, TYL, UNH, V, VLO, VMW, WDAY, ZTS. All Rights Reserved. And our experts grade your latest trades.Investment Committee Disclosures, Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. For up-to . You'll also receive an extensive curriculum (books, articles, papers, videos) in PDF form right away. Puts: CLF, EEM,MBLY, WFC, Long: AAPL, BA, C, CSCO, DCO, DIS, EEQ, GM, INTC, JCP,KMI, MPC, ORBC, PFE, QCOM, QRVO, SPLS, TIF, TRN, TWX, WGO, Long AAPL, AGN, AIG, AMZN, APC, APD, AVGO, BAC, BHI,CAG, CAT, CB, CIEN, CSCO, CVX, CXO, DOV, DOW, EL, ETFC, ESRX, FB, GOOG, GOOGL,GS, JPM, JWN, LLY, LOW, LRCX, M, MAT, MDLZ, MGM, MSFT, PANW, PG, PM, RTN, SLB,STI, SWK, TGT, UNH, UPS, URI, V, WBA, WBC, WFC, WLK, WMB, YUM, ZION, Long ADBE, ALB, BBT, FB, FXY, NOC, PSX, SLB, SYK,TJX,TMO, TXN, VRTS, VXX, Long AAPL, AMGN, BMY, CORE, DE, DNKN, GE, GOOGL, MA, NVDA,SAM, SHAK, TWTR, XLE, YUM, WDAY, Long: AAL, CAVM, MENT, NBIX, OA, TMH Calls: AGN, Long Stock: CIEN Long Calls: AAPL, AMD, AVP, BBY, BMY, BRCD,CMA, EBAY, GDX, GLD, GRPN, JNPR, MDR, MGM, MSFT, NVAX, P, RAD, SBUX, SCHW,TRIP, TWTR, WFT, X, VIX. Got a confidential news tip? Bank of America bearish on Charles Schwab from CNBC. Joel and Eric are joined by Todd Rosenbluth, ETF analyst for CFRA, and Sarah Ponczek, an ETF and markets reporter for Bloomberg News and co-host of the new What Goes Up podcast. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Jay Clayton is Senior Policy Adviser at . Plus, weve got a chart of the day on one oil name that just beat on earnings. . Best Debt Consolidation Loans for Bad Credit, Personal Loans for 580 Credit Score or Lower, Personal Loans for 670 Credit Score or Lower. Our Calls of the Day include bullish commentary on two consumer-related stocks. Sign up for free newsletters and get more CNBC delivered to your inbox. 2023 CNBC LLC. Watch the full episode for free here: https://londonreal.tv/e/jon-najarian/ Joshua Brown is co-founder and CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $2 billion for high net worth investors, corporate . Lol. . Sign up for free newsletters and get more CNBC delivered to your inbox. Halftime investment committee correction CNBC Information and Policies CNBC News Corrections Investment Committee Disclosures Josh Brown's disclosures have been updated to reflect his. A Disney store in Times Square, New York City. He has earned a reputation in the industry as an options trading expert and pioneer, developing patented trading algorithms used to identify unusual activity in stock, options, and futures markets. Plus, a Chart of the Day on the top performing sector this month. Investment Committee Disclosures, Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Stephanie is long AAPL, AVGO, BA, BAC, CTVA, CVX, DIS, EL, FANG, FCX, GE, GEHC, IBM, IR, KDP, LRCX, META, MS, NKE, PG, SBUX, SCHW, SLB, TGT, TJX, WFC, WYNN. And our experts are making moves in their portfolios. He has been on television for 20 years and currently co-hosts CNBCs Halftime Report and Fast Money with his brother Pete. A Division of NBCUniversal. CNBCs Scott Wapner and the Streets top investors get to the heart of the action as its happening and help set the agenda for the rest of the day. Halftime Report is on the front lines of CNBC's market coverage. Plus, weve got a chart of the day on one oil name that just beat on earnings. Topics discussed by the group include fixed-income ETFs, sectors, new launches, ESG, marijuana, the non-transparent active ETF model, Michigan sports, Tom Hanks, and Family Ties. Jon Najarian spent 25 years on the Chicago Board Options Exchange as a floor trader before selling his firm to Citadel, one of the worlds largest hedge funds. "There's some spending that they're going to be doing on Disney+. Managing Director and Chief Commodities Strategist at RBC Capital Markets, Executive Vice President, CIC Wealth Management, President & CEO, Farr, Miller & Washington LLC; Chief Market Strategist, Hightower Advisors, Previous President and Chief Executive Officer, Ford Motor Company, CEO & Co-founder, Metropolitan Capital Advisors, Former President & CEO, Federal Reserve Bank of Dallas, Senior Wealth Advisor, Payne Capital Management, Managing Partner, Garcia Hamilton & Associates, LP, Co-Founder and Director of Investing, New Age Wealth Advisors, Resident Fellow, American Enterprise Institute. Less Jim! Get this delivered to your inbox, and more info about our products and services. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts.Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss and debate a big batch of todays earnings results and get you ready for two tech titans reporting after the bell. Clips From Today's Halftime Report. And our experts grade your latest trades.Investment Committee Disclosures, Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. We want to hear from you. Plus, weve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs. This podcast makes it easier to catch up what Ive missed - thanks to the Judge and the entire half time team for great content! At the end of each episode, they typically solicit a handful of stock picks from their panelists, which include some "regulars" as well as infrequent guests. "Fast Money Halftime Report" is on the front lines of CNBC's market coverage . CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's happening and help set the agenda for the rest of the day. Its higher today. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Karen Finerman. Microsoft will have harder time surprising investors to the upside, says Ritholtzs Josh Brown, Bank of America bearish on Charles Schwab, https://ritholtzwealth.com/blog-disclosures/. "These two sectors are becoming way more important for our national security for our supply chains, and they've been ignored and underinvested in.". Host CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's happening and help set the agenda for the rest of the day. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. We run through the latest trades.Investment Committee Disclosures. Today she wanted you to buy europe and China. Share. Halftime Report is on the front lines of CNBC's market coverage. This is such a negative show everyone is so bearish and any guests that try to add some positivity get shouted down by Wapner, Im not listening anymore. And the panel grades your latest trades on CVS and Wynn Resorts. Bryn has more than 25 years of . CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's happening and help set the agenda for the rest of the day. "Fast Money Halftime Report" is on the front lines of CNBC's market coverage. 12:41. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts.Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss and debate a big batch of todays earnings results and get you ready for two tech titans reporting after the bell. As the Russian invasion of Ukraine has increased fear and uncertainty in markets around the globe, investors have been turning to sectors that will withstand a hostile market.