Clips From Today's Halftime Report. Instagram: https://www.instagram.com/thedoctorj/. 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. Halftime Stock Disclosures for October 21st 2016. And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group. "There's some spending that they're going to be doing on Disney+. Bryn Talkington is a Managing Partner of Requisite Capital Management. All Rights Reserved. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. Sign up for free newsletters and get more CNBC delivered to your inbox. Since 1999 he has worked as an institutional sales . She just talks non sense to justify whatever she feels at that moment. Follow the Halftime Report podcast on your favorite platform. Get this delivered to your inbox, and more info about our products and services. Jim Always makes up things then flip-flops in the next hour! Halftime Report Parent - CNBC 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. Halftime Report airs weekdays 12-1PM ET on CNBC TV. CEO and Co-founder, Ritholtz Wealth Management. 44 min; APR 27, 2023; Requisite is a boutique wealth management firm she and her partner, Doug John founded in 2017. Presumably CNBC seeks disclosures and promotes them erratically for 3 reasons: to uphold internal policy, to satisfy any potential regulatory concerns, and (hopefully) to assist the viewer. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Halftime Report airs weekdays 12-1PM ET on CNBC TV. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. "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." 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. Writing covered calls is a great way to hedge positions, says Capital Wealth's Kevin Simpson, New Fed report outlines how weakness in regulation and supervision led to the SVB collapse, Big Tech's big week: Key earnings themes from Amazon, Meta, Microsoft and Alphabet, Meta's earnings reflect one of the best turnarounds of all time, says Ritholtz's Josh Brown, Microsoft will have harder time surprising investors to the upside, says Ritholtz's Josh Brown, Disney sues Florida Gov. Jason Snipe on selling Disney: There are other opportunities in the market. Halftime Report: Stocks, Investing News and Market Analysis - CNBC But please keep political ads if you can off this podcast like Rachael Maddow s new podcast accusing Trump of all kinds of nefarious deeds . Bryn is long stock AAPL, ABBV, ALB, BHP, BJ, BSEP, BSM, BUG, COWZ, DVN, ET, ETHE, FANG, FCX, GBTC, GDXJ, GS, JEPI, JEPQ, MAPS, MSFT, NVDA, PAGP, PJAN, POCT, PYPL, RBLX, RYE, SQM, TSLA, URNM, V, VNOM, XBI, XOP. He began his career working on the floor of the New York Stock Exchange in 1993. Jason is long AAPL, ABBV, AMZN, ANET, AXP, AZO, BAC, BLK, CL, COST, CVS, CVX, FDX, GOOGL, GS, HON, IBB, LOW, MAR, MGM, MSFT, NFLX, NOW, NVDA, PANW, PG, PNC, PYPL, QCOM, TGT, UNH, VFH, XLB, XLE. 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. Share. You can submit more than one question. Halftime Report is on the front lines of CNBCs 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. 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. Tony on CNBC Halftime Report today, 3/23/20: Consult financial advisors before you make a decision on your stocks. 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 | iHeart 12:41. CNBC Fast Money disclosures incomplete at best, misleading at worst Bank of America bearish on Charles Schwab from CNBC. Joshua Brown. . Sign up for free newsletters and get more CNBC delivered to your inbox. A Division of NBCUniversal. Halftime Report on Apple Podcasts People dont understand what being a host is and part of that is moving the show along and telling people to shut up. Twitter: https://twitter.com/jonnajarian The one woman they have all on all the time is terrible. Sign up for free newsletters and get more CNBC delivered to your inbox. 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. "But my concern around Disney is, going forward, I think there's some margin headwinds," Snipe said. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. A Division of NBCUniversal. We run through the latest trades.Investment Committee Disclosures. How do CNBC Stock Pickers Perform? - clarusft.com Im a New York City-based financial advisor at Ritholtz Wealth Management LLC. All Rights Reserved. Our Calls of the Day include bullish commentary on two consumer-related stocks. All Rights Reserved. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. 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 later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. With CNBC's Scott Wapner and the 'Halftime Report' investment committee Jenny Harrington, Stephen Weiss, Jim Lebenthal and Josh Brown. Sign up for free newsletters and get more CNBC delivered to your inbox. Investment Committee Disclosures. . I may not always agree with some of the other guest but at least they have a method they stick to not just whatever. Josh Brown's top stock picks in 2022: AOS, RBLX, BRK.A - CNBC Final Trades: 3M, Exxon, CarMax & more from CNBC. 46 minutes | Apr 27, 2023 Mega Cap Momentum and How to Trade it 4/27/23 Scott Wapner . All Rights Reserved. Investment Committee Disclosures. Watch this show religiously every day. 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. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. 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. Jon Najarian Leaves CNBC to Chart New Rebellious Horizons BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. We want to hear from you. Copyright 2023 Apple Inc. All rights reserved. Best Debt Consolidation Loans for Bad Credit, Personal Loans for 580 Credit Score or Lower, Personal Loans for 670 Credit Score or Lower. 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. 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/. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Halftime Report is on the front lines of CNBC's market coverage. Bank of America bearish on Charles Schwab from CNBC. "I bought it admittedly at $175, somewhere in that neighborhood. A Division of NBCUniversal. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts. Everything she says is nonsense. JOET Holdings: A, ABBV, ACGL, ADI, ADM, ADP, AFL, ALB, AME, ANET, APD, APH, ATO, ATVI, AVGO, BMY, BRO, CB, CDNS, CDW, CHD, CHKP, CHRW, CMI, CNC, COP, COST, CPRT, CRWD, CSGP, CSX, CTAS, CTVA, CVX, CWW, DE, DES, DG, DGX, DHI, DHR, DOW, DVN, DXCM, EA, ELV, ENPH, EOG, EPD, ET, FANG, FCX, FISV, FLT, FMC, GEN, GIS, GLW, HBAN, HOLX, HRL, HSY, HUM, HZNP, IBB, IBKR, IEX, INCY, IR, JBHT, JNJ, KMI, JPM, KEYS, KLAC, LIN, LLY, LMT, LULU, LYB, MA, MCHP, MMC, MNST, MOS, MPC, MRK, MTB, NDAQ, NUE, O, OKE, ON, OXY, PAYX, PEP, PGR, PFE, PFG, PG, PSA, PSX, PXD, REGN, RF, ROST, RSG, SCHW, SNPS, SYK, SYY, TDY, TMO, TRV, TSCO, TXN, ULTA, UNH, UPS, V, VLO, VMC, VRTX, WAT, WM, WRB, XOM, YUMC. 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. Our Calls of the Day include bullish commentary on two consumer-related stocks. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Stay up-to-date with the committee's latest buys, sells, and trades. To learn more about our committee members follow the hyperlink attached to each member's name. 45 min; 26 APR 2023; Halftime Report is on the front lines of CNBCs market coverage. For disclosure information please see here. Plus, a Chart of the Day on the top performing sector this month. Its higher today. CNBC Contributor. 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. 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". 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. Today she wanted you to buy europe and China. To learn more about our committee members . Halftime Report - TopPodcast.com Josh is long stock AAPL, AMZN, AOS, BRK.B, BROS, CG, CHPT, CRWD, DOCU, GOOGL, IEO, INVH, ITA, JPM, LYV, MTTR, NEE, NEM, NVDA, ORCL, SHAK, SWX, TOST, UBER. 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 . With the problems they are facing. Plus, our Call of the Day on two big upgrades for one transportation stock. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Data is a real-time snapshot *Data is delayed at least 15 minutes. Microsoft will have harder time surprising investors to the upside, says Ritholtzs Josh Brown from CNBC. Watch CNBC's full 'Halftime Report' investment committee debate on the Share. Sarat's firm is long stock AAPL, ACN, AL, AMT, AMZN, APA, AXP, BAC, BMY, BR, BX, C, CHTR, CMCSA, CSCO, CVS, CVX, DAL, DIS, DISCK, EIX, ELAN, EOG, EQIX, FRC, GM, GOOGL, GSK, HON, ILMN, JNJ, JPM, LOW, MA, META, MLM, MRK, MS, MSFT, NVDA, ORCL, PEP, PRU, PXD, PYPL, QCOM, RBLX, SCS, STZ, TDG, TMO, UAL, UBER, USB, V, VMC, XPO, ZBH. Copyright 2023 Apple Inc. All rights reserved. Plus, our Call of the Day on two big upgrades for one transportation stock. CNBC should check Jims mentality stability! Fast Money Halftime Report : CNBC - Archive We want to hear from you. Halftime Report is on the front lines of CNBC's market coverage. Jay Clayton. Guess what the subs were great in the last quarter but it's a fragmented industry. Data is a real-time snapshot *Data is delayed at least 15 minutes. Steven Grasso is the CEO of Grasso Global Inc. Plus, weve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs. Weiss is long BAC, BG, GOOGL, GS, GXO, HUM, JOET, JUST, MRNA, TTEC, UNH. Bryn has more than 25 years of . Business ads no problem ! 'Fast Money' Panel's Top Stock Picks For 2021: Apple, Live - Benzinga Halftime Report on Apple Podcasts A Division of NBCUniversal. Plus, the latest on First Republics dramatic drop. The "Halftime Report" investment committee's current list of disclosures. JON NAJARIAN: Please submit your questions below, and we will do our best to answer them live on the show. Karen Firestone's disclosures have been updated to reflect her holdings. Halftime investment committee correction CNBC Information and Policies CNBC News Corrections Investment Committee Disclosures Josh Brown's disclosures have been updated to reflect his. I am not interested in how many points an index is down; tell me the % change. Does he not like their opinions, does he thinks he knows more than experts, or does he just like the sound of his voice. On CNBC's "Fast Money Halftime Report," the investment committee gave some of their top stock picks for 2021. Plus, the latest on First Republics dramatic drop. A Division of NBCUniversal. Halftime Report is on the front lines of CNBC's market coverage. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Weve also got a bearish Call of the Day on one financial services stock that a few of our experts own. Plus, weve got a chart of the day on one oil name that just beat on earnings. Fast Money Halftime Report : CNBC - Archive Get this delivered to your inbox, and more info about our products and services. Data is a real-time snapshot *Data is delayed at least 15 minutes. Hosted by @ScottWapnerCNBC. 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. 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. Get this delivered to your inbox, and more info about our products and services. Copyright 2023 Apple Inc. All rights reserved. Investment Committee Disclosures. Got a confidential news tip? . Given the incompleteness of this endeavor, it's hard to believe the first 2 considerations are of any great concern to the show. Plus, the latest on First Republics dramatic drop. A Division of NBCUniversal. 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. CNBC October 27, 2022 12:00pm-1:00pm EDT "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 of the action as it's happening and help set the agenda for the rest of the day. 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. Ms. Finerman co-founded New York-based hedge fund Metropolitan Capital Advisors in 1992 and serves as its CEO. Investment Committee Disclosures. Plus, weve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs. 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. And our experts are making moves in their portfolios. "Fast Money Halftime Report" is on the front lines of CNBC's market coverage . 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. Data is a real-time snapshot *Data is delayed at least 15 minutes. You'll also receive an extensive curriculum (books, articles, papers, videos) in PDF form right away. 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! Our Calls of the Day include bullish commentary on two consumer-related stocks. Thu, Jul 14 2022 12:41 PM EDT. Got a confidential news tip? 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 . 2023 CNBC LLC. Steve Grasso Profile - CNBC Scott . 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. 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. Got a confidential news tip? See omnystudio.com/listener for privacy information. She is a Div and value investor that buys arkk and Tesla. The "Halftime Report" investment committee's current list of disclosures. Sarat Sethi, Managing Director and Principal at Douglas C. Lane and Assoc. Sign up for free newsletters and get more CNBC delivered to your inbox. Halftime Report airs weekdays 12-1PM ET on CNBC TV. Josh Brown's top stock picks in 2022: AOS, RBLX, BRK.A. Plus, a Chart of the Day on First Republic Bank, as shares sink. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Halftime Report is on the front lines of CNBC's market coverage. Microsoft will have harder time surprising investors to the upside, says Ritholtz's Josh Brown from CNBC. All Rights Reserved. Michelle Caruso-Cabrera. Ritholtz Wealth Management CEOJosh Brown sees upside in energy and defense stocks and expects them to outperform the S&P 500. We run through the latest trades.Investment Committee Disclosures. Tim Ferriss: Bestselling Author, Human Guinea Pig. 45 min; APR 12, 2023; Cooling Inflation 4/12/23 Cooling Inflation 4/12/23. Data is a real-time snapshot *Data is delayed at least 15 minutes. "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. Data is a real-time snapshot *Data is delayed at least 15 minutes. Jon Najarian is the former American football player turned professional investor, money manager and media analyst. Published Fri, Oct 21 201610:37 AM EDT Updated Fri, Oct 21 201610:42 AM EDT. Plus, weve got a chart of the day on one oil name that just beat on earnings. This kind of stiff isnt even the halftime demographic ? CNBC U.S. Contributors Here are this week's top trades from the "Halftime Report" investment committee. 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. Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. CNBC Contributor. 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. Plus, a Chart of the Day on the top performing sector this month. Tue, Jan 4 . Halftime Report: Investment Committee Disclosures - CNBC And the panel grades your latest trades on CVS and Wynn Resorts. Clips From Today's Halftime Report - The Reformed Broker A Disney store in Times Square, New York City. Lol. Ron DeSantis, alleges political effort to hurt business, Pullbacks in cloud and advertising spending will hurt tech earnings, says Hightower's Stephanie Link, UPS CEO Carol Tome says consumer shopping shift from goods to services is weighing on volumes, Narrow trading ranges tell us volatility expansion looks likely, says BTIG's Jonathan Krinsky, Microsoft, Alphabet and Meta will be the stocks to help S&P break above 4,200, says Joe Terranova, We're in a bear market, and it's going to go lower: Short Hills Capital's Steve Weiss, As Inflation comes down, the market will stay around current levels: Chevy Chase's Amy Raskin, Inflation is still too high: Cleveland Fed Pres. 2023 CNBC LLC. Plus, weve got a chart of the day on one oil name that just beat on earnings. Weve also got a bearish Call of the Day on one financial services stock that a few of our experts own. Halftime Report on Apple Podcasts Joshua Brown Profile - CNBC Get this delivered to your inbox, and more info about our products and services. Halftime Report: The State of Stocks 4/24/23 on Apple Podcasts All Rights Reserved. Watch Fast Money Halftime Report live. Jon Najarian, a 16-year contributor to a variety of CNBC programs including Worldwide Exchange, The Halftime Report, Fast Money, and Power Lunch, has reached a mutual agreement with CNBC to discontinue his exclusive contributor contract with the network to enable him to pursue other media ventures, including building out the programming at Market Our Calls of the Day include bullish commentary on two consumer-related stocks. Plus, a Chart of the Day on the top performing sector this month. CNBC's Scott Wapner and the Street's top investors get to the heart of the action as it's. For disclosure information please visit: https://ritholtzwealth . 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. Jay Clayton is Senior Policy Adviser at Sullivan & Cromwell. Watch the 'Halftime Report' investment committee discuss whether - CNBC And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group. Brenda Vingiello, Steve Weiss, Joe Terranova, Jenny Harrington join the 'Halftime Report' to discuss takeaways from the recent Nike and FedEx earnings reports, the relationship between earnings . Weve also got a bearish Call of the Day on one financial services stock that a few of our experts own. Mark as Played. . Disney shares are 27% off their 52-week high. DCM is an asset management firm that has been dedicated to serving institutions, families and the.
