Got a confidential news tip? Clips From Today's Halftime Report - The Reformed Broker We want to hear from you. She is a Div and value investor that buys arkk and Tesla. We run through the latest trades.Investment Committee Disclosures. CNBC Contributor. CNBC Contributor. Get this delivered to your inbox, and more info about our products and services. "But my concern around Disney is, going forward, I think there's some margin headwinds," Snipe said. 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! Halftime Report airs weekdays 12-1PM ET on CNBC TV. Plus, the latest on First Republics dramatic drop. Jay Clayton is Senior Policy Adviser at . We want to hear from you. 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. Investment Committee Disclosures, Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. Why does the host interrupt the guests so often? Halftime Report airs weekdays 12-1PM ET on CNBC TV. Sign up for free newsletters and get more CNBC delivered to your inbox. A Division of NBCUniversal. He acknowledged the company's most recent earnings report was strong, but he sees better opportunities in the market right now. CNBC should check Jims mentality stability! 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. We want to hear from you. Share. 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. Data is a real-time snapshot *Data is delayed at least 15 minutes. Karen Firestone's disclosures have been updated to reflect her holdings. 44 min; APR 27, 2023; 45 min; APR 12, 2023; Cooling Inflation 4/12/23 Cooling Inflation 4/12/23. And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group. Plus, weve got a chart of the day on one oil name that just beat on earnings. Plus, a Chart of the Day on the top performing sector this month. Get this delivered to your inbox, and more info about our products and services.