. >>> let's get to the judge and the half >> i'm scott wapner. it's the most important question for your money what's the current state of stocks aftof the rally after the december lows. it's 12:00 noon and this is the halftime report. >>> the dow, nasdaq rustle the s&p, six out of seven. are stocks rebuilding themselves or is it time to worry about another drop are we going higher or will we retest those december lows >>> plus, the tough chip analysts on wall street makes a big call on nvidia that may have a bigger impact on the chips. the halftime report with scott wapner starts now. >>> good to have you with us on this monday. we begin, where else the markets. dow, nasdaq up seven weeks in a row. jim cramer welcome >> good to see you >> this whole weekend, it's my birthday weekend all my buddies get together. i can't tell you how this was the talk of the weekend. the retest i kept coming back and saying tell me what quarters were so bad. tell me why you think china will go bad tell me why you think it's so bad that we're 2.6 on the tenure they

have a great weekend a busy week on trade let's get over to the judge in the half >>> thanks i'm scott wapner with stocks lower again and warning signs building around the world. is it time to prepare for another big pull back. it's 12:00 noon in is the halftime report. >> down 25,000 it's become a line in the sand as stocks close above one day below the next is the market about the break forward or back? >>> the triple global threat that has one top wall street economist worrying if the cross current strengthen, how far can global growth fall the gold man sacman sach's note hard ware that will make you think twice about your next move >>> happy to have you with us on this friday. stocks down sharply. whether the market has similar b -- simply gotten too expensive. they have deteriorated quickly since the beginning of the year. have stocks come too far too fast is the market expensive? >> right now if you look at revenue growth, we're running in the current quarter, 5.71. the expectation for 2019 is 4.28 the expectation if eps is around 5.37 if you tell me we'll go closer to zero, absolutely.

i'm very brian sullivan in for scott wapner let's begin with a simple question after eight straight weeks of gains and one of the best starts to any year for the stock market ever, is it really still safe to go out and buy equities? it is 12:00 noon and this is the halftime report. >>> just over 10% for the s&p and dow. if stocks keep going higher, who will provide the leadership? a big and bullish call on mcdonald's wa walmart surges after promoting blow out numbers the halftime report starts right now. >>> all right. it's good to have you with us on this tuesday to discuss, to trade the big get stories of the day is our panel. you stopped skiing to come on tv a minute for a day any way. sdp >> for a couple of minutes >> we have this big story. the s&p 500, the highest levels since the first week of december we have got back all we have lost in december the dow back to early october highs. what snap back it was. with that run, valuations have also come up is it still safe to buy stock? >> it feels a lot better for sure i do think you can buy stocks. we got as low as 14 times. this time o

thanks i'm scott wapner the tech trade is back but how much is really left after one of the strongestrallies:00 noon. this is the halftime report. >>> tech stocks up 11.5% in a month with many chips leading the way. xilinx up 30%. is there still room to run what will lead the way >>> big numbers from big players, disney and gm we'll take you inside those st x stocks and the sector they represent. >>> what just happened to the

." >> i'm scott wapner. is the strong u.s. economy enough to carry stocks to new highs or is the rally from the lows now more vulnerable than ever it's 12:00 noon. this is "the halftime report:. >> better than expected gdp data and the president's top economic adviser says, we could be on the verge of historic trade deal we'll trade the headlines. >>> plus, the new boeing bull. this year's best performing dow stock is getting a big price target boost ubs says this trade still has room to run. >>> and our call of the day. a double downgrade for hbinc bank of america has seven reasons to stay away the halftime report begins now >> with us on this thursday, welcome. here to debate and trade the biggest stories of the day joe tara know, pete najarian, erin brown is back here, pimco managing director and also with us on set is the president of yardenny research. fresh evidence that the economy remains robust that, read on gdp close to 3% for 2018 better than expectations for the fourth quarter all of it confirming to the president'

i'm scott wapner two big stories front and center on halftime. are risks of recession on the rise a new piece of economic data suggests more weakness could be ahead. u.s./china trade talks heating up in washington two sides said to be making progress there are major market implications on both fronts. here to debate all of that, jim lebenthal, pete najarian, brenda van gel lis. we begin with the latest on the trade discussions at eisenhower executive office building across from the white house cale lal to you she will following that story for us at this very moment. >> talks have migrated from the eisenhower building adjacent to the white house to the u.s. trade representative across the street they've been going on for about two hours. when we got a glimpse at the meeting this morning, ambassadors robert light hauser and stephen mnuchin declined to answer any questions i shouted about the progress of talks, the likelihood of a deal before the march 1st deadline and whether the two presidents would meet. the two sides are work on six memoranda of

i'm scott wapner stocks may be lower this hour. still having hair best start to a year since 119 though. the question today will, today's retail wreck stop the momentum in its track it is 12:00 noon, this is the halftime report. >> retail sales come in weak the biggest drop in almost a decade in response, big banks cut growth forecasts had stocks reacted immediately dropping hard and fast the halftime report investment committee is ready to debate where the market goes now. plus, big news from coke, kiss so and alphabet as we wait for numbers from nvidia and applied materials tonight. "the halftime report"" with scott wapner begins right now. >> welcome good to have you with us here to debate and trade, the biggest stories of this day are joe terranova, jim laboren thol, gil man hill asset management, juul financial founder and managing director. stocks opened lower after that dreadful retail sales report perhaps once again invests questioning the strength of the economy now. want to know what it all means to the rally josh, what's

contessa brewer, scott wapner and dominic chu.me to everybody underarmour, the shares are up after an earnings beat they cited big growth overseas >> stock has been all over the map today as well. it took time for it to follow through. the company was pretty optimistic that helped the stock turn around they are more disciplined than they have been in the past their inventory levels are better than in the past, which was a huge overhang. the margins are better they seem to have current -- turned the corner. >> you're not seeing it flow through. >> because they better manage their inventory for the first time in several years. >> these are execution things that kevin plampg, the ceo and founder are addressing, and seem to be doing it. >> they had positive outlook for 2019, but if you look at north america, that seems to be what's holding them back. they're still lacking nike and adidas >> nike is such a bigger company. but he was talking about a $5 million company. nike is many, many times larger than that. >>> when kevin plank star

fixed investment >> our breaking news continues good afternoon i'm scott wapner we're following three major stories. all of which unfolding on capitol hill testimony by the chairman of the financial reserve. largely what jay powell told the senate on tuesday. in another room, the administration's point person on trade. robert lighthizer giving a status on the update of those talks. finally, president trump's former lawyer michael cohen before the house oversight panel. markets lower across the board been sitting there for the balance of the session thus far. we'll stay on top of all of that have some discussion and debate in a bit let's go back to the hearing in which jay powell is still taking part in that q and a >> lower than planned because energy costs are down. you're add jujusting for that eg there. >> does that not apply in reverse that if we were looking at growth being higher, are we treating energy costs the same as the explanations of prior growth as we are discounting inflation growth going forward >> i didn't get your question. >> if i understood your commentary right, y

thanks i'm scott wapner the tech trade is back but how much is really left after one of the strongestrallies ever? it's 12:00 noon. this is the halftime report. >>> tech stocks up 11.5% in a month with many chips leading the way. xilinx up 30%. is there still room to run what will lead the way >>> big numbers from big players, disney and gm we'll take you inside those st x stocks and the sector they represent. >>> what just happened to the video game stocks? electronic oo iic arts and takeo getting slammed today. the halftime report starts right now. >>> good to have you with us we begin with the tech turn around nasdaq on track for the second fastest exit from the bare market the gains have been impressive we're showing to you on our wall look at that alphabet 18. apple that was almost left for dead you could fit more on the list that's as many as we could fit on the wall. it tells you what kind of gains these stocks had >> they were over sold they got crushed the market recognize tlg wing ta an over sold market. it's not just tech these are consumer discretionary. that's amazon. the commun

. >>> i'm brian sullivan in for scott wapner google's parent company reports tonight big technology refuses to lye lead us back to market high the big question is if the stocks can't or won't lead these markets, who will? mpl mpl >>> one trader's argument it's time to invest in markets outside the united states. she's naming names goldman sach's energy taeam make a bold prediction, buy it now. >> it is good to have you with us on this monday. some of you patriots fans may be just waking up i mean the ones on the east coast. good morning to krou amy, welcome >> thank you >> did everybody finish the game i did. my show starts at 5:00 a.m you guys will have to carry the show i hope your shoulders are strong let's talk about the market because the market has been carried for years torks a point. if they don't continue to lead us, who do you see as emerging as the market leader, if anybody? >> i think the growth stocks will come back and continue to lead >> why >> the cyclical rally is a rebound. we might be late cycle, which i think we are maybe we're still mid cycle with some others could argu

have a great weekend i'm brian sullivan in for scott wapner after a big january, can stocks keep rolling right into february >> the bulls breakthrough the ice. wall street is on again. >>> energy and industrials leading the way so far in 2019 both sectors have big news today. earnings good enough today to lift chevron and exxon mobile. on the industrials side, respected analyst stephen tusa publishing again warning investors about ge's recent run also today, a big cut for two financial power houses the halftime report starts right now. >>> a very big question. we have some big brains. live from minneapolis where accuweather says the real feel is only minus 8. pete in sorts. >> board shorts, baby. >> pete, we're going to start off with you you're tough you guys have really been suffering here january, the best january in a long time. you think that momentum, maybe not to the level of that but th positive stock momentum will continue >> i tend to lean that way, sully. the reason i do is we went into the earning season and there was anticipation of what we heard in the previous season which

. >>> thanks so much i'm scott wapner is your biggest risk not being in the market? it's 12:00 noon. this is the halftime report. >>> risk and reward. stocks yield higher again. the technicians say resistance is weakening we're set for a break out. see what the halftime report investment committee has to say. >>> plus, star tech investor is with us live see which big names he's putting his money behind >>> the mining stock morgan stanley digs. it's our call of the day the halftime report starts right now. >>> welcome. good to have you with us on this wednesday. let's begin. the rally stocks posting another strong day nasdaq now on track for its 8th straight week of gains the s&p closing above the 200 a day moving average for the first time in two months joe, don't look now, s&p is only 6.5% from its all time high. it's been quite a comeback all the way across the board >> it has. you're getting some participation from the energy market you're getting participation from financials themselves we are seeing a dramatic shift in sentiment to a more optimistic outlook we w

i'm very brian sullivan in for scott wapner let's begin with a simple question after eight straight weeksr for the stock market ever, is it really still safe to go out and buy equities? it is 12:00 noon and this is the halftime report. >>> just over 10% for the s&p and dow. if stocks keep going higher, who will provide

i'm scott wapner two big stories front and center on halftime. on the rise a new piece of economic data suggests more weakness could be ahead. u.s./china trade talks heating up in washington two sides said to be making progress there are major market implications on both fronts. here to debate all of that, jim lebenthal, pete najarian, brenda van gel lis. we begin with the latest on the trade discussions at eisenhower executive office building across from the white house cale lal to you she will following that story for us at this ver

have a great weekend a busy week on trade let's get over to the judge in the half >>> thanks i'm scott wapnerns building around the world. is it time to prepare for another big pull back. it's 12:00 noon in is the halftime report. >> down 25,000 it's become a line in the sand as stocks close above one day below the next is the market about the break forward or back? >>> the triple global threat that has one top wall street economist worrying if the cross current strengthen, how far can global growth fall the gold

we'll see if it can breakthrough get to the judge in the half >>> i'm scott wapner we're covering major developments from wall street to washington news of attempt of a deal that could avoid another government shutdown we begin with the markets. you can see green across the board. you know the president, if he signs this deal, you avert a shutdown for the second time you check off one of those risk boxes in the stock market. >> there's some discussion there's a broad frame work being worked out if china that would move us toward a trade deal with them you are seeing head winds that got caught up in late 2018 the fed looks to be on indefinite hold. both these things are taking place. the bad news is kind of out of the way. we still worry about profits we still worry about the global economic shutdown. we're checking the boxes >> shouting dance of the 200-day moving average we're pretty much there. you get over that, after chopping away that's a nice hurdle to jump over. >> a lot of people think there's various prices already you're seeing a bit of a reaction today the semis are just on f

. >>> let's get to the judge and the half >> i'm scott wapner.rtant question for your money what's the current state of stocks aftof the rally after the december lows. it's 12:00 noon and this is the halftime report. >>> the dow, nasdaq rustle the s&p, six out of seven. are stocks rebuilding themselves or is it time to worry about another drop are we going

have a great weekend i'm brian sullivan in for scott wapner after a big january, can stocks keep rolling> the bulls breakthrough the ice. wall street is on again. >>> energy and industrials leading the way so far in 2019 both sectors have big news today. earnings good enough today to lift chevron and exxon mobile. on the industrials side, respected analyst stephen

we'll see if it can breakthrough get to the judge in the half >>> i'm scott wapner we're covering major from wall street to washington news of attempt of a deal that could avoid another government shutdown we begin with the markets. you can see green across the board. you know the president, if he signs this deal,

. >> appreciate it i'm scott wapner breaking news this hour, president trump, china's president examinelikely to meet before the critical deadline in the trade talks. kayla tausche rorring that development moments ago. stocks lower on the day on concerns about global growth sliding is further the dow at the lows of the day down by 360 points, 1.5% that's what the s&p is down, as well. nasdaq is down a little bit sharper than that. we do have the traders here at the table to tackle all of that and more joe tear know val along with jim eleven tho

. >>> i'm brian sullivan in for scott wapner google's parent company reports tonight big technology refuses the stocks can't or won't lead these markets, who will?

i'm scott wapner st

. >>> thanks so much i'm scott wapner is your biggest risk not being in the market?lftime report. >>> risk and reward. stocks yield higher again. the technicians say resistance is weakening we're set for a break out. see what the halftime report investment committee has to say. >>> plus, star tech investor is with us live see which big names he's putting his money behind >>> the mining stock morgan stanley digs. it's

." >> i'm scott wapner. is the strong u.s.is the rally from the lows now more vulnerable than ever it's 12:00 noon. this is "the halftime report:. >> better than expected gdp data and the president's top economic adviser says, we could be on the verge of historic trade deal we'll trade the headlines. >>> plus, the new boeing bull. this year's best performing dow stock is getting a big price target boost

. >>> i'm scott wapner here's a look at what we're looking at for the halftime report we'll debate whethering to give in the weeks ahead. several strategists are out today with several views onning that that argument >>> and we'll tell you whether southwest shares are worth a look in our call of the day today. both john and pete are here as well we'll tell you where they found unusual activity and where stocks could move as a result. we'll do it on the half. see you in 15. >> see you then. >>> and mark zuckerberg taking to, what else, facebook, posting the first in a series of videos discussing the future of technology in society. he sat down with harvard law professor jonathan zitrain take a listen to what he said about regulation >> i think clearly we're in a position now where people rightly have a lot of questions about big internet companies, facebook in particular, and i do think getting to a point where there's like the right regulation and rules in place just provides a kind of societal guardrail framework where people can have confidence that, okay, these companies are operating w

. >> appreciate it i'm scott wapner breaking news this hour, president trump, china's president examine xi unlikely to meet before the critical deadline in the trade talks. kayla tausche rorring that development moments ago. stocks lower on the day on concerns about global growth sliding is further the dow at the lows of the day down by 360 points, 1.5% that's what the s&p is down, as well. nasdaq is down a little bit sharper than that. we do have the traders here at the table to tackle all of that and more joe tear know val along with jim eleven thol this, megan shoe and women weiss. weiss, this is a big development that kayla breaks on the heels of kudlow interview today in which he said, "there's a pretty sizable distance to go in these u.s. and china trade talks." this is a pilon. the market selling off even more. >> i would expect more volatility as we get to march 1st. now expectations of a meeting should have been removed from the market today as of today because we didn't know but this is the seminal issue, the only thing important going forward because the impact is so signific

fixed investment >> our breaking news continues good afternoon i'm scott wapner we're following three major stories. all of which unfolding on capitol hill testimony by the chairman of the financial reserve. largely what jay powell told the senate on tuesday. in another room, the administration's point person on trade. robert lighthizer giving a

. >>> i'm scott wapner here's your cnbc news update "empire" actor joelt turnussie t turned himself injohnsson now commenting on that investigation. >> smollett attempted to gain attention by sending a false letter that relied on racial, homophobic and political language when that didn't work, smollett paid $3,500 to stage this attack and drag chicago's reputation through the mud. >> west virginia teachers are back to work two days after they went on strike the move came offer the state legislature adjourned without bring up an education bill which would have send large sums of money meant for public school into a voucher system and allow for charter schools. >>> pope francis opening a sexual abuse summit by telling the catholic hierarchy that their own responsibility to deal effectively with the crimes by priests weighed heavily on the day. >>> stocks trading lower following disappointing u.s. economic data with the dow down 92 points right now. investors also keeping an eye on washington with trade negotiations, with china under way. china said a broad outline what have can make up a

lee sent an e-mail to our scott wapner that i think we can use i'm a negligible holder acquired in aation. i have zero involvement with the building this is ami, and i own amazon stock and think jeff bezos is a fabulous ceo and person. that was lee cooperman. >> doesn't want to get involved sounds like. >> yeah. >> all right hard left turn here. the major averages coming off their worst day in a couple of week as concerns over the china trade drag stocks into the red let's bring in our guests here happy friday, guys good to see you. >> thank you. >> all right so we've lost 25k. we've love 2690. 30 years at a one-month low. how long does this go? >> we think january's rally was real an unwind of the extreme pessimism from december, so it was very, very much justified. the economy is slowing and not stalling slade tensions are slowly diminishing at the margins and the fed is on pause. now we know. we've unwound the extreme pessimism and now the bar is substantially higher and the market is very, very sensitive to any sort of confirmation of this case. i think this week honestly we didn

i'm carl quintanilla with scott wapner at the new york stock exchange, cramer and faber off today.tocks going to have to fight a bit to finish green for the week final day of u.s. china trade talks, president meets this afternoon, the kraft heinz meltdown, upgrades for intel, citi and more. europe overlooking a survey, and nine fed speakers on the docket today at multiple fed events road map begins with futures gaining amid renewed optimism for a u.su.s./china trade deal. the president will meet china's top negotiator today. >> kraft heinz tanking, the company slashing its dividend and revealing it received an s.e.c. subpoena. >> way fair reporting a smaller loss, a 15% jump in active customers. and the shares are surging in the premarket. stocks are poised open higher a day after the nasdaq snapped that eight session win streak. u.s./china trade talks continuing today with the president planning to meet with the chinese vice premier, the country's top trade negotiator the dow and nasdaq on track to break eight week win streaks unless they get more ground here, scott. and some pock

i'm carl quintanilla with scott wapner at the new york stock exchange, cramer and faber off today.a trade talks, president meets this afternoon, the kraft heinz meltdown, upgrades for intel, citi and more. europe overlooking a survey, and nine fed speakers on the docket today at multiple fed events road map begins with futures