that when you hear that whether it's an earnings call or just happens to be an interview with scott wapner, when you have something that should be driving that stock to the down side and, instead, stock after that initial reaction, scott, is lifting. i mean, today's xhenlts where you said tariffs are worrisome, again, the market is listing fedex is lifting why? my answer is when it's bad news that doesn't drive the stocks down, that's time you have to be in >> looking at industrial stocks, maybe that's the greates statement of how the market itself at-large feels about trade because those stocks have gone right up. >> yeah, and by the way, i was adding to fedex because i thought it was ridiculous. they had great underlying fundamentals and you can still find pockets of the market that are attractive i think the biggest takeaway this week is that the economic data points we've got actually saw an acceleration in august/september from the kind of lull we saw in june and july. and so as a result, you look at the abi, if you look at the philly fed, today's market pmi, those numbers are solidif

." >>> i'm scott wapner is the best quarter for stocks in five years a sign the longest running market of all time is it even close to ending it's noon and this is "the halftime report. >>> bring on october and q-4 can the bulls keep running in 2019 >>> plus, negative charge. tesla falls as the s.e.c. goes after elon musk. we have a top short on the stock and an analyst who says hold the phone. and a bold call on nvidia's next move "the halftime report" starts right now. >>> it is good to have you with us on this friday, the final trading day of the third quarter. here to debate and trade the biggest stories of this day are jim lebenthal, stephanie link, jon najarian let's begin with the bull run for stocks, what lies ahead as earnings, trade, all front and center for your money. doc, we're going to keep this going, right got through the historically worst month -- >> turned it into the best month of the year. >> great quarter what happens now >> well, i think we all talk about when bad news can't drive a stock lower, for instance or if, in this case, the broad market we had almost a 5

. >>> i am scott wapner. tech under pressure today, with several of the sector's biggest stars falling, is it gut check time for what's been the best trade in the market? it is 12 noon. this is the halftime report. >> tech takes a hit with the chips causing concern. a big call on two of the biggest players in the oil patch see the stocks in joe terranova's floep. >> don't ask if your dreams are crazy, ask if they're crazy enough >> sports radio giant mike francesa is here live. >>> to debate the big stories, joined by joe terranova, pete najarian the big story nasdaq on peace for this rotation. you must think it will last. you have been selling tech names. >> i have been selling tech names in august. there was momentum guiding technology higher, in the wake of earnings. an exceptional month, that being the month of august. saw significant outperformance, all we're seeing is moderation in what i am doing by selling out of names, sold out of palo alto americnetworks, decreasing exposure, rotating it elsewhere t

dollar not moving either >> let's get over to scott wapner and "the half." >>> we're going to keep our eye on what's taking place in d.c. we expect to hear from paul manafort's attorneys we'll take you back there when we see them come out to the podium as well certainly we're keeping track of hurricane florence coming ashore in north carolina. you can see the surf there being kicked up. there's a lot of rain, wind, and expected flooding on the way there. we'll keep you up to date on those big stories. good afternoon i'm scott wapner he is considered one of the world's greatest investors, david tepper has never been afraid to make a big bet on stocks what to make now of the market maestro's message that the bull run is in the late innings and that even he has reduced some risk >>> tepper's takeaway -- a day after our exclusive interview, the traders get their turn to react and debate >> you know what happens with baseball sometimes >> it goes extra >> extra innings >> and all new today, tepper on the ten-year anniversary of the financial crisis >> that was when i thought the world was g

it's something i suspect scott wapner and the grew might be talking about coming up. >> that's right.stephanie link's take when we begin. >>> also coming up today, stocks had a lot of momentum coming into this month, so what will september hold for investors will the historically worst month hold true to form? >>> plus, we've asked our panelists to put together their ultimate portfolios, and today josh and stephanie reveal their picks. our call of the day, you guys talked about it earlier, big one on facebook. we'll debate whether the influential analyst behind it is on the money or not. we'll do all of that top of the hour we're less than ten away see you then. >> looking forward to it, scott, thank you. >>> u.s./canada trade talks are set to resume tomorrow the president weighing in this weekend saying there is no political necessity to keep canada in the new nafta deal if we don't make a fair deal for the u.s. after decades of abuse, canada will be out congress should not interfere with these negotiations or i will simply terminate nafta entirely and we will be far better off joini

. >>> let's head over to scott wapner joining us from carnegie mellon in pittsburgh with a look at what'stion of "the half." >> thanks so much. we have a very special program today. we'll be live from here inside the brand new tepper quad. david tepper quad, that is, that's the home of his business school, his namesake business school it's really a brand new sparkling center of campus here at carnegie mellon university. $200 million more than 300,000 square feet. what is now the largest building on this campus, the center of campus in what the school and i think mr. tepper both hope is even more than that. a bridge to the business community, to entrepreneurs in the pittsburgh areas we'll spend a lot of time with david tepper remember, it was the call he made back in 2010 where we call the tepper rally because the s&p 500 is up more than 160% since david tepper came on cnbc and said the fed was likely going to get involved and that in his words everything was going to go up which as we all know it mostly has over the last eight years or so. we'll talk to him about that and we'll talk to hi

. >>> i am scott wapner. today, with several of the sector's biggest stars falling, is it gut check time for what's been the best trade in the market? it is 12 noon. this is the halftime report. >> tech takes a hit with the chips causing concern. a big call on two of the biggest players in the oil patch see the stocks in joe terranova's floep.

let's get over to scott wapner and "the half. >>> apple's four-day losing streak about to be over? a new iphone take the most valuable stock ever to even greater heights? it's 12:00, noon, and this is "the halftime report." >>> stopping the slide the new price target one firm just slapped on apple. is the market's most important stock about to get another big boost? a new warning from investing legend ray dalio what the bridgewater boss said about the markets that every investor needs to know

." >>> i'm scott wapner is the best quarter for stocks in five years a sign the longest running market is it even close to ending it's noon and this is "the halftime report. >>> bring on october and q-4 can the bulls keep running in 2019 >>> plus, negative charge. tesla falls as the s.e.c. goes after elon musk. we have a top short on the stock and an analyst who says hold the phone. and a bold call on nvidia's next move "the halftime report" starts right now. >>> it is good to have you with us on this friday, the final tr

i am in for scott wapner your top trade, the future of technology how is that for a big topic? the sector coming off its worst week since march, nasdaq posting its worst still since 2008 here now to discuss, debate it, dissect it, chew on it and give us valuable, practical advice are joe terranova, josh brown, jim l jim, and, jenny, welcome we all

." >>> i'm scott wapner is the market sending mixed messages to investors?ood, the economy so strong, why are defensive sectors leading lately what does it say about the strength of the rally? it's 12:00, noon, and this is "the halftime report." >>> amazon on the move as well as several other big nasdaq names. is this your chance to get in? >>> plus, you don't want to leave home without this. call it a day t. could make you big money. >>> and larry kudlow at a speech at the new york market club. "the halftime report" starts now.

." >>> i'm scott wapner does the best week for stocks in two months means it is time to get even more on the markets? it's noon and this is "the halftime report. >>> what a week. now where will the bulls run, and what sector will lead them will it be the banks having their best week since may? or is tech about to step it up mario gabelli is live and exclusively. plus, big calls on at&t, under armour, and micron "the halftime report" starts right now. >>> and we welcome you to the program this friday. here to debate and trade the biggest stories of the

i'm scott wapner tonight on "fast," the company's conference calls are kicking off right now. what wall street is saying about those stocks plus from production hell to delivery hell, tesla investors have been in some kind of hell all year so how far away is car heaven? we'll tell you what elon's brother and board member just told us right here on cnbc but first we start with the trade war taking down the market again today. president trump expected to announce a fresh round of tariffs any moment ylan mui with that announcement. >> we are waiting for that to come out soon. the president said it would come out after market close my colleague eamon javers had reported earlier we should be looking for a 10% tariff, but that number could potentially go higher president trump gave a hint of what was to come earlier today when he said a lot of money is going to be flowing into the united states. >> you're going to see on china today right after close of business, we'll be announcing something. and it will be a lot of money coming into the coffers of the united states of america a lo

a busy day tomorrow on the hill with kavanaugh bed and bath tonight to the judge >>> i'm scott wapnerue chip breakout a sign stocks are poised for an even bigger bounce in the months ahead? this is "the halftime report." >>> the theme of the hour is big. a big run for big caps as we close out the quarter with stocks like pfizer and apple up 20% or more in three months. what's going to lead in q-4? plus a big call on big blue. we're talking ibm. and get ahead of the fed with two hours before the big decision "the halftime report" starts right now.

. >>> i'm scott wapner stocks making a dramatic turn this hour. did prospects after trade deal with china get a big boost this is "the halftime report." >>> emerging problems -- as markets tumble outside the u.s., is the u.s. a safe harbor? safe harbors are in demand as a monster storm takes aim. we'll take you there live. >>> and one analyst throws in the towel on a stock traders love to trade. "the halftime report" starts now.

a busy day tomorrow on the hill with kavanaugh bed and bath tonight to the judge >>> i'm scott wapner is the blue chip breakout a sign stocks are poised for an even bigger bounce in the months ahead? this is "the halftime report." >>> the theme of the hour is big. a big run for big caps as we close out the quarter with stocks like pfizer and apple up 20% or more in three months. what's going to lead in q-4? plus a big call on big blue. we're talking ibm. and get ahead of the fed with two hours before the big decision "the halftime report" starts right now. >>> here to debate and trade, joe terranova, jon najarian, mark tepper is here, president and ceo, and chris bitterly is along as well, citi, head of markets for the americas good to have you with us on this wednesday. stocks are higher. we're trading the final days of the quarter. now one quite good for your money. you have the dow in the quarter up 9%. the best quarter since q-1 of '17, up month to date. this is where the action has been, the stralindustrials. >> what we've seen this month, unlike august when nasdaq was very stron

dollar not moving either >> let's get over to scott wapner and "the half."

i am in for scott wapner your top trade, the future of technology how is that for a big topic? the sector coming off its worst week since march, nasdaq posting its worst still since 2008 here now to discuss, debate it, dissect it, chew on it and give us valuable, practical advice are joe terranova, josh brown, jim l jim, and, jenny, welcome we all apologize in advance. thanks for being with us >> my pleasure >> here is what's interesting, jenny, we'll throw you right there because i know you can handle it. technology has done so well for so long that even a blip which otherwise i'm sure josh would tell us is nothing historically gets made into something bigger because the "a" student brings home an a-minus starts to panic. >> i think tech is really interesting and important to look at in two ways. there are the infinite tech stocks and plenty that have really tame, really reasonable p/e multiples. i think you need to look at it both ways and need to pay attention that tech is not all just the high flyers there's still a lot to do. >> josh? >> yeah, i think that's reasonable loo

let's get over to scott wapner and "the half. >>> apple's four-day losing streak about to be over? can a new iphone take the most valuable stock ever to even greater heights? it's 12:00, noon, and this is "the halftime report." >>> stopping the slide the new price target one firm just slapped on apple. is the market's most important stock about to get another big boost? a new warning from investing legend ray dalio what the bridgewater boss said about the markets that every investor needs to know and the short story, investor john fichthorn and how far they could fall >> we are joined by joe terranova, stephanie link, jim lebenthal, and one of barron and forbes' top advisers the key to our stocks overall will go in the weeks ago out in california, all this as ubs takes the price target to 250. jim lebenthal, sure seems apple is the key to the market >> i think it's going to go higher let's just call it as easily as that it will go higher. a lot of reasons for it. i think the biggest one is you're coming into the holiday season it's been a good economy, job growth is good, wage gain

. >>> i'm scott wapner stocks making a dramatic turn this hour. did prospects after trade deal with china get a big boost this is "the halftime report." >>> emerging problems -- as markets tumble outside the u.s., is the u.s. a safe harbor? safe harbors are in demand as a monster storm takes aim. we'll take you there live. >>> and one analyst throws in the towel on a stock traders love to trade. "the halftime report" starts now. >>> welcome. the biggest stories of the day we're joined by josh brown, stephanie link, john najarian and jim cramer i've heard people say and suggest that a deal with china is worth 10%, at least, to the u.s. market. do you agree >> yes it would be fantastic for the market but i also feel that that's not in the cards i think that mnuchin has been off the reservation. i think the reservation hasn't changed, which is to beat the chinese totally. the chinese don't want to be humiliated there is pressure built. there's pressure building. it's even possibly by a coalition. there's no doubt in my mind when you see the lead stor

." >>> i'm scott wapner is the market sending mixed messages to investors? if the data is so good, the economy so strong, why are defensive sectors leading lately what does it say about the strength of the rally? it's 12:00, noon, and this is "the halftime report." >>> amazon on the move as well as several other big nasdaq names. is this your chance to get in? >>> plus, you don't want to leave home without this. call it a day t. could make you big money. >>> and larry kudlow at a speech at the new york market club. "the halftime report" starts now. >>> all right. welcome. here to debate and trade the biggest stories of the day we are joined this hour by joe terranova, jim lebenthal, steve weiss, and shannon is with us from boston private wealth good to have her with us today let's begin with stocks, trying to extend the longest win streak since february there is weakness in tech. the nasdaq is on pace for its worst daily performance since the 5th of september amazon, we know what's happening there. apple's worst since april 20th the biggest drag on the dow.

. >>> i'm scott wapner we begin with breaking news, our continuing coverage of amazon becoming only the second company after apple to reach $1 trillion in market cap. it comes as stocks enter a historically rough month with a slight sell-off today. here to debate that and the other big stories, joe, stephanie, josh and jim. let's begin with what is now the big story of the day and that is that amazon milestone. steph, i said becoming the second company ever to hit a trillion dollars in market cap a stock that you have owned for quite a while. >> yeah, i have, and it's worked out way better than i thought, honestly the story real changed, though, after last quarter where it went from just looking at growth and how much they could drive revenue growth in both of their end markets and went to one of profitability and operating leverage i think people got very comfortable over the last couple of weeks, we've gotten comfortable with maybe that's actually sustainable i actually do think it is sustainable and i think the company has taken the right turn to focus on that that gives you more sup

i'm scott wapner tonight on "fast," the company's conference calls are kicking off right now.saying about those stocks plus from production hell to delivery hell, tesla investors have been in some kind of hell all year so how far away is car heaven? we'll tell you what elon's brother and board memb

scott wapner joins us with more. >> i was proud of myself because david tepper put me on the spot onsion he cares deeply about this anthem issue one of the first moves he made when he was approved to buy the carolina panthers sit down with team leaders of the panthers and discuss this very issue. i asked him to, once again, weigh in on it today in light that it is still a very big part of the nfl conversation and he shot back and shot back strongly against the notion that players are not patriotic as the president has put forth. let's listen >> the biggest power ever. these are some of the most patriotic people and best people these are great young men. so to say that makes me so angry. it's just wrong. it's just dead wrong now, listen, everybody is standing this season because i think people understand it's what you do in the community and what you do out there. we have a lot of good guys and the players good guys and doing a lot of things out there. i think if i was going to -- i'm not criticizing anybody, but if we can do a better message saying how much people do better in a comm