let's get over to scott wapner and "the half. >>> thank you, i'm scott wapner. front and center, apple leading the dow in the past month, up again today. can it get back to a new high? it's 12:00 noon. this is "the halftime report." >>> apple's run, up 15%, but still 13% off its high set nine months ago after a big departure in the executive ranks, what will it take to get this stock higher? >>> plus the dow is now 200 points from an all-time high are we in danger of a sell the news drop? >>> plus a big call in the financial space just aheard of earnings >>> and we're holding the investment committee's feet to the fire with the quarterly report "the halftime report" with scott wapner begins right now. >>> welcome, good to have you with us on this tuesday. joe terranova, steve white, jon najarian, and richard sapperstein is here, high towerer ceo. shares of apple on the move today, down 16% from its all-time high. doc, your biggest stock position, people say what's going to get stocks to break out of this range, we're finally starting to move that next leg higher

. >> carl thanks i'm scott wapner why one wall street firm said it's cutting the exposure to equities to the lowest level in five years so is it time for you to reassess where you stand on stocks it's 12:00 noon, this is "the halftime report." >> morgan stanley is downgrading global equities as powell gets tough for questions from congress >>> plus, a day of several big downgrades, apple, verizon and the regional banks and a sudden pickup for retail "the halftime report" with scott wapner begins right now. >> welcome, good to have you with you on a monday joe terranova, we have the chief investment officer and adam parker, ceo, and we begin be the markets. the stocks under pressure this hour follow through perhaps from worries that the strong jobs report may keep the fed from keeping interest rates as much as some hoped. throw in some big-named downgrades and big picture, joe, okay, we said morgan stanley, okay, they have been negative no big shock right? mike wilson sat on this desk and you have got his view. now they say they're putting their money where they their mouth is lowest l

let's get over to scott wapner and "the half. >>> thank you, i'm scott wapner.ront and center, apple leading the dow in the past month, up again today. can it get back to a new high? it's 12:00 noon. this is "the halftime report." >>> apple's run, up 15%, but still 13% off its high set nine months ago after a big departure in the executive ranks, what will it take to get this stock higher? >>> plus the dow is now 200 points from an all-time high are we in danger of

david, deirdre, thank you for joining us we're going to send it over to scott wapner for the half. >> thanks so much. >>> in this hour, is this the beginning of a summer surge? it's 1:00 noo2:00 noon. this is "the halftime report." >> announcer: is this a case of sell the news? and should investors be more skeptical? plus a brand-new scloef "haexpl "halftime report" stock survey see where our committee stands on the second half of 2019 "the halftime report" with scott wapner begins right now. >>> good to have you with us on this monday. our investment committee, joe terranova, jon najarian. we begin with the markets. the number of sectors hitting new highs today as the china trade talks are set to get back on track the scenario which we sort of laid out last week was likely. you come away from the g20, get some nice talk, get no new tariffs and the market was likely to enjoy all of that. >> yep and we certainly did anybody long in the market overnight and into this early morning was very happy about that, judge. and since it's a trading market, pete pounds the table for that all the t

i'm me his is alee in for scott wapner are investors still not being aggressive enough on stocks?> people are underinvested in equity >> even at record levels, the world's biggest money manager says you're not invested enough. is blackrock's larry fink right? are stocks going even higher >>> widely followed regular nancy davis takes the other side, saying the bond market is screaming right now, the end is near "the halftime investment committee is ready to debate >>> plus microsoft's run, le

david, deirdre, thank you for joining us we're going to send it over to scott wapner for the half. >>hanks so much. >>> in this hour, is this the beginning of a summer surge? it's 1:00 noo2:00 noon. this is "the halftime report." >> announcer: is this a case of sell the news? and should investors be more skeptical? plus a brand-new scloef "haexpl "halftime report" stock survey see where our committee stands on the second half o

i'm scott wapner stocks down again. investors gearing up for chairman powell tomorrow the s&p 500 on pace for a third straight day of declines the nasdaq trying to snap a two-day losing streak. industrials the worst performing sector following a downgrade of 3m, and for more on all of this and what is sending the dow lower today, let's go to bob pisani at the new york stock exchange >> an important thing, scotty, here is we're down three days in a row, and this is not so much i would call searching for direction as i would say that we really need to figure out where the market is going. we're waiting for news, essentially here we're waiting to see if the fed really decides they needed to cut rates aggressively, we really need to see if there is any progress on trade. and we really need to find out if the earnings estimates are too high going into the second half of the year take a look at some stocks moving here. the good news, the low print was at the open. i see semi-conductors like advanced mike row are doing well, a

let's get to melissa and "the half." >> i'm melissa lee in for scott wapner a big moment of truth forit's 12:00 noon, and this is "the halftime report." >> get ready for amazon, alphabet and intel after the bell more than $2 trillion in combined value what's at stake for this tech trio and this market >>> airline anxiety. shares of american and southwest getting clipped. is more turbulence ahead for this group two things are happening in this market right now that may be signalling a strong rally ahead. how to position for a seco

. >>> i'm melissa leen today for scott wapner here's a look at what's coming up on the "halftime report the top of the hour. a big week for investors earnings, the economy, and the fed all on deck. will a rate cut fuel stocks to new record highs >>> and boeing backlash. a major warning from one airline ceo about the 737 max groundings, the risks that might still be out there and the one and only jim cramer will join us for the entire hour to weigh in on all of that, as well as look ahead to apple's earnings tomorrow. that's all at noon on the half back to you, carl. >> all right melissa, thanks. we'll see you in a bit let's get to the cme group in the meantime and get the santelli exchange. >> good morning, carl. it depressed me to hear so many strange things coming from the president regarding the fed. and it isn't that i shouldn't expect this from politicians and even though this president didn't start out a politician, he's certainly a quick study and the flip-flopping is something wrong, then all politicians should be banned from existence, because flip-flopping and the longer a pol

. >>> i'm scott wapner here's what's coming up "halftime report" at the top of the hour the fed in focuse know a rate cut is baked in tomorrow, right? but what is the market really expecting from the central bank? we'll debate where stocks go from here. plus, two downgrades for pfizer today, so is that stock now in the penalty box? we'll also set you up for apple earnings after the bell. that stock is up 31% year-to-date we'll see you at noon on the half carl, we're about 15 away. we'll look forward to today. see you then >> nice to have you in the house, scott see you in a few minutes let's get to the cme and get the santelli exchange. rick zblm good morning, carl first day of a two-day fed meeting. we're talking about that a lot, as we should this morning, we had some data points that i found -- actually, one was solid, one was shocking. the shocking was this chart. this is consumer confidence from the confidence board, going back to january of 2000 today's read at 135.7 is the third best read going back to 2000, as you see on that chart these are powerful now, whether it's ism numbers

. >>> i'm scott wapner here's a look at what's coming up on the "halftime report."tically reduce your exposure to stocks as one wall street firm suggests today. we'll debate where your money will work best in the months ahead. plus, we're trading the downgrade parade today apple, verizon, american airlines, the regional banks and more all getting the axe we'll find out whether you should get out of those stocks as well. pepsi, best buy, and delta all slated to report and we'll see you at noon on the half. carl, a little less than 20 away we'll see you then >> scott, thanks >>> in the meantime, let's get over to the cme and get the santelli exchange. hey, rick. >> good morning, carl. you know, right before we came to this portion of the show, you heard dr. judy shelton i interviewed her on friday. and she brought up to very interesting points the markets fully do expect an easy, to matter what part of the marketplace you look at, whether it's fed fund futures, the yield curve, the stock market, investors, it seems pretty much everyone is in one voice, they expect an

. >>> i'm scott wapner here's what's coming up, "halftime report" at the top of the hour good earningsrom some dow components send stocks higher, but are the numbers good enough to keep the rally going? we'll debate that with morgan stanley's mike wilson who will be here. plus, influential banking analyst drops the hammer on a regional stock ands is stinking today. we'll trade that sector and see who else might be at risk. and david petraeus with us on the markets and geopolitical risks. we're talking iran, russia, north korea, and anything else we'll see you at noon. carl, see you in about 15 minutes on the half. >> it's good to have you back, tanned and rested, scott we'll see you soon let's get to the cme group and get the santelli exchange. good morning pb rick >> good morning, carl. we have an ecb meeting this week our fed will meet tuesday and wednesday of next week it will result in my opinion of a sure 25. beyond that, i don't think i'll venture a guest personally i don't think we'll need the 25, but they're the central bank, they're an independent body. but i do think a big po

let's get to the judge >>> carl, thanks scott wapner front and center, tech and investors. can one of the market's best trades continue to work for your money? it's 12 noon this is the "halftime report." >> taking aim at big tech. what's at risk and which companies have the most to lose >>> facebook hit with a record fine ahead of earnings after the bell the stock up more than 50% this year will investors continue to like it boeing posting its biggest loss ever and a big miss for caterpillar your next trade straight ahead >>> and one week until the fed rate decision. why the u.s. treasury yields may be headed all the way to zero. the "halftime report" starts right now. >>> welcome. good to have you with us on this wednesday. our investment committee today, joe terranova, jim leventhal, the brothers najarian and let's begin today with the tech story. keeping our eyes on capitol hill as well where special counsel mueller is testifying. there's a live picture of that but our big story is the tech trade. facebook reporting in a matter of hours the very same day it agrees to a $

i'm scott wapner front and center the fed and real a rate cut all but certain this week the big question will it send stocks surging in the months ahead? it's 12:00 noon. this is the halftime report. >> the fed on the vernal of cutting rates for the first time in about a decade. the markets divided on whether it's even needed, and goldman making a big call on the record rally ahead of it. apple earnings after the bell. the street split over its fastest growing business china sales a question mark, too. under armour having its worst day in almost two years. a sales miss and more weakness ahead. is it time to trade out. the investment community is ready to go. the halftime report starts right now. >> welcome good to have you with us on this tuesday. our investment committee at the terrible joe terranova, josh link and the chairman and ceo of the gobelli finds and chief executive officer of merrill private bank. we fin where else, the manchlgts a manchlgts. first though stocks lower as the two-day meeting in washington gets under way mr. gobelli, the fed is going to cut, right >> i'm assumi

scott wapner front and center. the powell possibilities and what the fed will say on capitol hill tomorrow. whether it will be enough to keep stocks climbing it is 12:00 noon, this is the "halftime report." >>> on the eve of key testimony on capitol hill, what will fed chief jay powell say and how will the markets react >>> another wall street powerhouse releases its stock outlook. which way do we go from here >>> plus two big calls on two of the biggest names in the market. apple and facebook the "halftime report" with scott wapner starts right now. >>> welcome, good to have you with us on this tuesday. our investment committee here at the table. the ceo of arias asset management stocks are in the red, again a day before fed chair jerome powell delivers testimony before congress amid expectations that the central bank will cut interest rates later this month. so much, pete, it seems is riding on that what felt like, i don't know, almost like a foregone conclusion but then you have the jobs report and now there see

i'm scott wapner stocks down again.nvestors gearing up for chairman powell tomorrow the s&p 500 on pace for a third straight day o

. >> buckle up for visa, chipotle, snap tonight let's get to the judge >>> carl, thanks i'm scott wapner front in center, the earnings rally and whether the reports are good enough to keep stocks climbing it's 12:00 noon. this is "the halftime report." >> announcer: what earnings recession? the latest results coming in strong and forecasts look bright. will earnings from big tech keep the rally going? one week until the fed meets will it be a 25-point rate cut, or 50? and will it be enough to fuel the economy and the markets? iran's tensions. north korea and the china factor retired general david petraeus fires off. the investment committee is ready to go. "the halftime report" starts right now. >>> welcome, good to have you with us this committee joe terranova, stephanie link, jim lebenthal, jon najarian, also on set mike wellson, morgan stanley's chief u.s. equity strategist stocks are getting a lift with some big dow beats today, makes for an interesting setup with the fed just a week away steph, i'll give you the first crack today. i was going to come in and say earnings have been ki

scott wapner front and center. the fed will say on capitol hill tomorrow. whether it will be enough to keep stocks climbing it is 12:00 noon, this is the "halftime report." >>> on the eve of key testimony on capitol hill, what will fed chief jay powell say and how will the markets react >>> another wall street powerhouse releases its stock outlook. which way do we go from here >>> plus two big calls on two of the biggest names in the market. apple and facebook the alim

." >> i'm melissa lee in for scott wapner a big moment of truth for big tech it's 12:00 noon, and this is "the halftime report." >> get ready for amazon, alphabet and intel after the bell more than $2 trillion in combined value what's at stake for this tech trio and this market >>> airline anxiety. shares of american and southwest getting clipped. is more turbulence ahead for this group two things are happening in this market right now that may be signalling a strong rally ahead. how to position for a second half surge. >>> and what's not to like a slew of upgrades on facebook is it a big thumbs up for the stock from here? "the halftime report" starts right now. >> it's great to have you with us on this thursday. our investment committee today, joe terranova, steve weiss and john and pete najarian and portfolio manager ann brown. alphabet, amazon and intel all set to report earnings after the close. it could be a big day for the markets tomorrow, depending on what these three say pete, your feelings on amazon. >> i think it will be very interesting because of the fact that everybody --

, some big action in the slinhes market, we have teva and tea t blitz the halftime report with scott wapner and the traders is back wapner and the traders is back in 2:00. i think they'll be fine. voya. helping you to and through retirement. you might or joints.hing for your heart... but do you take something for your brain. with an ingredient originally discovered in jellyfish, prevagen has been shown in clinical trials to improve short-term memory. prevagen. healthier brain. better life. >>> welcome back, everyone here's your cnbc news update at this hour. an incredible rescue in indiana where crews were able to pull a 5-year-old boy to safety after he fell 30 feet down a storm drain. police and firefighters lowered a seat down the opening to reach the child. he suffered no injuries. >>> four people are in the hospital after a tour bus they were riding in flipped on its side while traveling on a highway in columbus. eyewitnesses said the bus took a turn too fast before rolling over. >>> the u.s. is full of trash according to a new report. our country generates 12% of global municipal soli

go to the bullpen for the veteran right hander, scott wapner is off today. all a flutter over twitter easy as abc for alphabet. it is noon and this is "the halftime report" >> a tale of two fangs, alphabet soars but amazon stumbles. where these two go from here twitter flying high on strong results. the stock now up more than 40% this year. is it a buy from here? the american economy slowing, but not as bad as expected will it affect the fed's next move and have stocks already priced in a friendly fed plus a big upgrade on the big banks, buffett making a play too. is it time to get bullish on the financials the halftime report starts right now. >>> it is good to have you with us on this friday. not as hot a friday as it was last weekend our investment committee today, joe, stephanie, zarod, josh brown and ron. >> i haven't this many friends around me in a long, long time. >> since high school that's good. >> yeah. the s&p 500 record highs nasdaq and nasdaq 100 hitting new all-time highs as well with the fang trade front and center. let's start with amazon ve

. >>> i'm melissa lee in today for scott wapner today at noon eastern on the "halftime report," the netflix debate is on is today a great day to buy the stock or do you need to wait plus, battle of the banks. which one's your best bet? and we're debating the industrials as one wall street darling plummets >>> and a double call of the day for you on apple and a key supplier halftime starts at the top of the hour we'll see you then jon? >> all right, see you, melissa >>> and soaring tech valuations have played heavily into the market's long bull run, but are they now a cause for concern longtime tech executive and venture executive scott darling now with dell technologies this week at our @work event that the trend is flashing some warning signs. >> this is a source of great debate these days. i would frankly say that we probably are in one of the frothier times it's dangerous to product these things, you know one of the ways you can lose out is to be overly value sensitive in a company that goes on to be a great success. but you do have to pay attention to this and we are and we have passed

to break down today's move and do so as the s&p tries to hang on for a record close >> and i'm scott wapnerr wilfred frost. the china trade truce sending the s&p 500 to new highs bu

i'm me his is alee in for scott wapner are investors still not being aggressive enough on stocks? >> people are underinvested in equity >> even at record levels, the world's biggest money manager says you're not invested enough. is blackrock's larry fink right? are stocks going even higher >>> widely followed regular nancy davis takes the other side, saying the bond market is screaming right now, the end is near "the halftime investment committee is ready to debate >>> plus microsoft's run, led by the cloud team we're talking about other cloud plays on the horizon "the halftime report" starts right now. >> great to be with you on this friday, your investment committee, joer er ijoe, john,y young, senior portfolio manager with young and associates at morgan still is larry fink right? are investors not being aggressive enough right here, serrat with markets on the precipice of a fed rate cut? >> i think right now it's fair to say we are properly valued. i don't think you want to be more aggressive going to the markets. earnings are coming down we have a lot of uncertainty stocks hav

i'm scott wapner and we will debate this here on the desk john and pete and lindsay bell let's get to steve leesman in washington for us today. steve, if the chairman set the table yesterday, he served the meal today >> there was no daylight between powell day one and powell day two. he affirmed the market's view that the fed will cut rates in july and maybe gave us a hint about the need for the federal reserve to be aggressive there was one bit of sound that was not the most exciting, but maybe it gives us how much in july and what comes next here's what he said when asking about it >> you don't want to get behind the curve and let inflation and you get into this unhealthy dynamic where lower inflation is in lower interest rates that means less room for the central bank to react and that's a self reinforcing thing. we see it in europe. >> this idea about not getting behind the curve speaks of a potentially more aggressive federal reserve when it comes to cutting interest rates and the market priced in for three rate cut this is year and about a 20% chance of a 50 in july that's the m

. >>> good day, everyone i'm tyler mathisen in today for scott wapner on the "halftime report" today,ulls offside on the fed after today's solid jobs report? we'll discuss that one plus, we will debate a serious warning from one top wall street firm, advising investors to get on the sidelines quickly we'll tell you who it is and why they think that. and where the investment committee hit and missed in the last three months. we've got the quarterly report it is all ahead today at noon eastern on the "halftime report." deirdre? >> tyler, looking forward to it! now, today is a birthday for amazon, turning 25 it was on this day back in 1994 that jeff bezos filed the paperwork to create what was originally called cadabra. now it's a household name, amazon the next quarter century, though, is likely to look a little different today today the uk's competition regulator says it is reviewing amazon's recent investment in deliveroo. we've been talking about that this morning in amazon's case, though, that could complicate its new acquisitive direction that we have seen the company take in recen

go to the bullpen for the veteran right hander, scott wapner is off today.r twitter easy as abc for alphabet. it is noon and this is "the halftime report" >> a tale of two fangs, alphabet soars but amazon stumbles. where these two go from here twitter flying high on strong results. the stock now up more than 40% this year. is it a buy from

. >>> i'm melissa lee in today for scott wapner today at noon eastern on the halftime report, the monstereek for earnings. about a quarter of the companies in the s&p 500 set to report, including facebook, amazon, and alphabet we'll get you set up plus, apple getting a big upgrade ahead of its results, but boeing's numbers cut ahead of its numbers and it is the call of the day on the chip stocks and we'll trade it that and much more on the "halftime report" at the top of the hour deirdre, back over to you. >> looking forward to it let's get over now to the cme and rick santelli for the santelli exchange. what have you gott for us, rick? >> well, deirdre, many traders, including myself, are wondering if 2% is really going to be a stopper this time around we know we had a couple of closes below 2%, right in the mid- to upper 190s but real point is, as we all question our own monetary policy and try to divine where the charts are pointing for the next big level in treasuries or the yield curve, we almost forget the elephant in the room and the elephant in the room are all the other than sove

. >>> i'm scott wapner with a look at what's coming up on the "halftime report" today.another new record for stocks thanks to fed chair powell's testimony. now earnings are front and center will they be good enough to keep the rally going? we'll try to answer that question plus, we've got more than a dozen names. one firm says they're likely to outperform in the months ahead we will reveal that list and trade it on the desk and a new stock from pete najarian that could be about to move based on its options action it is all ahead at noon on the half deirdre, we'll see you in a little more than 15 minutes. look forward to it >> scott, looking forward to it, as well. let's get over now to the cme and rick santelli for the santelli exchange. rick >> good morning and thank you. remember, if it's earnings season, it's rebecca corbin, corbin advisers. welcome. let's start out right at the beginning. tell me who the respondents are and the date of the survey >> inside the buy-side survey, we surveyed global institutional investors, we had 84 respondents managing $2.4 trillion a

trading positively 75% of the time for more go to cnbc.com/kensho the "hftalime report" with scott wapner and the traders is back in two minutes for your heart... your joints... or your digestion... so why wouldn't you take something for the most important part of you... your brain. with an ingredient originally discovered in jellyfish, prevagen has been shown in clinical trials to improve short-term memory. prevagen. healthier brain. better life. >>> welcome back, everyone i'm sue herera here's your cnbc news update at this hour. a roadside bomb tore through a bus in western afghanistan killing at least 32 people, 15 others were wounded. and most are in critical condition. the bus was traveloging on a ma highway. no one immediately claimed responsibility but taliban insurgents do operate in that region >>> a federal judge has set a tentative trial date next year for jeffrey epstein. judge richard burrman says june 2020 is the earliest epstein will stand trial on sex trafficking and conspiracy charges. epstein is being held without bail in a new york city jail >>> pennsylvania's former at

let's get to the judge >>> carl, thanks scott wapner front and center, tech and investors.ne of the market's best trades continue to work for your money? it's 12 noon this is the "halftime report." >> taking aim at big tech. what's at risk and which companies have the most to lose >>> facebook hit with a record fine ahead of earnings after the bell the stock up more than 50% this year will investors continue to like it boeing posting its biggest loss ever and a big miss for caterpillar your next trade straight ahead >>> and one week until the fed

." >> thank you, carl i'm melissa lee in for scott wapner trade talks, the fed rate decision, the jobs report, and the busiest week of earnings, it is noon, and this is "the halftime report. >> announcer: the fed getting ready to cut rates for the first time since the 2008 financial crisis will it be a green light for this record-breaking alley to keep going >>> a big warning for boeing over the handling of the 737 max groundings the risks still facing the company, and airlines. >>> apple leading the earnings avalanche. the stock up more than 30% this year can it keep rolling on >>> "mad money's" jim cramer is with us for the hour "the halftime report" starts right now. >> it is great to have you with us on this monday. our investment committee today, joe terranova,ster know, and jon najarian and cnbc's jim cramer, host of "mad money." always great to have jim on the desk earnings economy and rate decision front and center and president trump firing off on the fed once again tweeting that the fed raised rates too early and too often and said a small cut isn't enough meanwhile janet yel

to break down today's move and do so as the s&p tries to hang on for a record close >> and i'm scott wapner in for wilfred frost. the china trade truce sending the s&p 500 to new highs but those gains have faded throughout the session today chip stocks soaring as president trump eases the ban on huawei's purchase of u.s. products. weak manufacturing and construction data keeping the gains in check today joining us for the hour to break down the market action is lindsey bell from cfra good to see you again. >> good to be here. >> feels like a market that had a lot of good news baked into it already. >> yes it did. i was surprised we held on to the gains for as long as we did. i thought we would get a sell the news type of thing sooner. i think the weak economic data not only here in the u.s., but also in europe and china, really gave the market what they wanted in the terms of the potential for a fed rate cut next month. >> one day phenomenon or does this selling have some staying power? >> you know, i got to say, i think it is going to be a little choppy through the month of july, especiall

i'm scott wapner along with wilfred and mike santoli dow opened lower by more than 115, s&p lower byetting a big downgrade today that we will discuss coming up as well. there's your picture of where rates are, ten-year back above 2% 203 will >> let's get back to the big story this morning and that's deutsche bank the german lender getting the first of about 18,000 job cuts under a new restructuring that the ceo called reinvention of the company. job cuts will continue until 2022 with the bulk of those losses expected in europe and the united states. over the weekend, deutsche bank announced it would be closing its global equity sales and trading business ceo christian sewing said the lending would create a so-called bad bank to wind down unwanted assets deutsche bank is expected to post a net loss of $2.8 billion later this month that's just the latest in a series of losses for the bank. clearly share price is significantly higher over the last month as they've got closer to this plan, often incredibly low base it's now trading slightly lower today. >> it was higher on the initial an