i'm scott wapner you heard the bells.g started i'll speak to gabriela santos of jp morgan and why she says we got more than we bargained for from the fed chair last week rick heitzmann is back and whether it will jump-start the stock. we begin with our "talk of the tape." new month, same choppy mark as september looms large now. let's ask ritholtz manager josh brown, member of the "halftime" investment committeego

i'm scott wapner on this friday. you just heard the bells we are just getting started right here at post 9 in just a little bit i'll speak to eric johnston on whether it is time to throw in the towel on his call for a collapse in stocks we begin with our talk of the tape, whether a soft landing really is possible and if so if it's investors who should pivot to a more positive view on the markets in the months ahead. let's ask courtney garcia, senior wealth advisor and cnbc contributor right here with me at

i'm scott wapner you just heard the bells we're just getting started her at post 9 at the new york stochange in just a little bit i'll get ed yardeni's august playbook as h makes the case why stocks will have a strong second half of the year we'll find out why and what th risks are to that call >>> some key earnings, they're imminent pinterest and activation blizzard hitting any momen now? our reporters are obviousl standing by to break in with everything that you need t know we'll show you the stock moves have all the analysis that you need >>> we begin

see you tomorrow, everyone we'll send it into "overtime" with scott wapner. >>> welcome, everybody, to we'll get you those numbers, the stock move that follows and everything you need. we'll also hear from dan ives on what elon musk's latest move means for his deal and the future of twitter. that drama taking a new turn today. we again with our talk of the tape, the fight over stocks. it's a battle that begins and ends with the fed and whether it will follow through on chair powell's promise to crush inflation or to back off

"overtime" with scott wapner starts now >>> all right, mike, thanks very much welcome, everybody, toertime. i'm scott wapner you just heard the bells we're just getting started here at the new york stock exchange in just a few minutes i'll speak live to wharton professor jeremy siegel for his view on this market and whether the strong summer rally is in the process of ending. we have a busy hour ahead. zoom and palo alto earnings are imminent, we have all you need to know about those and we'll let you know when those hit. >>> we do begin with the talk of the tape the fate of stocks after

here is scott wapner with "overtime. >>> mike, thank you very much. welcome, everybody, to overtime on this friday i'm scott wapner you just heard the bells and we are just getting started here at post 9 at the new york stock exchange i'll speak live to roger ferguson on what the fed's next move is likely to be after that very hawkish powell speech in jackson hole an interview you cannot literally afford to miss we begin with our talk of the tape this ugly sell-off and what could be a reality check for investors on where rates are going and the fallout for

i'm in for scott wapner. stocks pushing higher again. the nasdaq up 20% from its june lows the s&p up 15% from its lows, even the small caps are posting big gains. the question today, is the rally for real or is it one big head fake we'll debate that and much more along with your next money move. shannon sacoccia, degas wright, josh brown stocks are higher after more data eases those fears

. >> thank you very much to the halftime report i am scott wapner and front and center the red-hot jobs report, what it means for this rally. we will be asking tom lee in a little bit, with me for the hour, let's check the markets as we get going at 12:00 noon in the east. reacting to the jobs report we are down across the board watching yields the 10 year 285. i say, so much for that alleged pivot by the fed and i use pivot " is that the right way to look at this? >> a couple of things. i think you know this, my thesis about being bullish is predicated on the fact that i think earnings will hang in there. i will not say supply chain onshore at the second point and i did trigger you with this. >> you have spent time worrying about triggering me lately. >> you are a little volatile sometimes. i said to you soft landing. honestly it's what i believe. you have a hot jobs report and where we are now the good news taken as bad news but i cannot do it. we want jobs, we want people gainfully employed and consuming. i keep going back to gasoline futures which are off 33% from late june and that

. >> investor jim chain knows less confident, defending his own short position to our over scott wapner. >> you have a stock at, whatever it is, 75. that's excessive for a company that is in reality losing $4 or $5 a quarter that's it. it's a risk-we regard situation. investors are taking huge amounts of risk for what i think will be paltry levels of reward. >> dee, chain knows announced the position earlier in the year when the stock was about $100 higher >> the crux of his thesis is that the fees will get lower and lower, string brian armstrong admitted will happen to kate rooney he said he's going to offset that with more subscription revenue. i thought this was a great point. that revenue is flat this chart you saw bump up in q4 of 2021, it came from a very low base, but it's been flat over the last four quarters that begs the question, how are they ramping it up what is it exactly are they going to be able to transition from an exchange so tied to crypto prices? >> maybe a partnership with petco, dogecoin. >> fancy clothes. >> yeah, and buy some crip toechlt i think there's a fair

. >> thank you very much to the halftime report i am scott wapner and front and center the red-hot jobsort, what it means for this rally. we will be asking tom lee in a little bit, with me for the hour, let's check the markets as we get going at 12:00 noon in the east. reacting to the jobs report we are down across the board watching yields the 10 year 285.

welcome to the "halftime report," i'm frank holland in for scott wapner key inflation lighter than expectedt does it mean for the fed's next rate hike we'll discuss that and much with karen fire stone, jason snipe and on set, jim leeben that will, joe terranova. first, let's begin with a check on the rally at this hour. stocpi

"overtime" with scott wapner now. >>> welcome to "overtime." you heard the bells.ck exchange a very big hour is ahead earnings from salesforce, snowflake and nvidia are imminent our reporters are standing by to bring you all you need to know and so is the number one ranked. nick timiraos is with us as well just as that all-important fed summit gets said to begin in jackson hole we begin with ou

i'm frank holland in for the judge, scott wapner.aking a bit of a breather as investors look for guidance from the fed about rate hikes ahead. we will get more clues in a couple of hours from now big question from today, can the recent rally keep going. we will debate and the next move for your money joe tear noarranova. we are waiting for the latest fed notes to be released in two hours. you so a lot of red across the board. the s&p 500 having the biggest drop in three weeks,

i'm mike santoli in for scott wapner you heard the bills.breaking numbers and instant reaction to the quarter are straight ahead we begin with our talk of the tape the dow snapping a five-day win streak as all three major averages end the day in the red. so was this the pause the market needed let's ask cnbc contributor josh brown of

i'm scott wapner front and center this hour the great debate stocks rallying nonetheless which begs thecan they keep surging if the fed keeps hiking we will take that to the investment committee today joining me for the hour, kari firestone, degas wright, mr. wonderful and joe teranova with me on set, let's check the markets. got a good day for the dow up 3% and the s&p better than that, nasdaq outperforming today, 214. there's the yield on t

i'm mike santoli in for scott wapner we're waiting areswaiting resul for applied materials. soon as they talk. we begin with the talk of the tape the bulls facing down the hawks. two fed officials calling for more tightening. st. louis fed president james bullard is leaning towards another 75 basis point

i'm scott wapner what will september hold for stocks after a choppy last four weeks?joining me, shannon, amy raskin with me on set, joe. august coming to a close stocks up modestly higher but they've been volatile today. dow down 3.5% for the month. the s&p the same amount. nasdaq down 4% i've got a tweet of late

scott wapner. the stunning run those stocks have staged. how far they can keep going. we take that to the investment committee joining us for the hour. steve weiss, joe terranova, and jenny harrington. let's check the markets. take a look at the down negative along with the s&p. we've been focused, joe, on this mega cap, mega comeback. i know you have. it's been one of the reasons you become more positive on the overall market and why not? apple a 75 1/2% from the lows. amazon. microsoft 16 1/2. you get my point here. >> this has been unfolding for the better part of the last six weeks. the reasoning behind it has nothing to do with the overall fundamentals. everyone knows the fundamentals. we know the federal reserve is raising interest rates. we know the economy is going to contract as a result of that. we understand earnings. there has been resiliency. but the intangible stash where you generate alpha in a market -- they come from positioning and sentiment. from my perspective, at the end of june, we had reached a moment where we had extreme pessimism related to sen

i'm mike santoli in for scott wapner we're just getting started we'll have breaking results from disneyrnings expected to cross at any second. we'll bring you the numbers as soon as they hit we begin with our talk of the tape cooling inflation sparking a red-hot rally. all three major averages firmly in the green as consumer price increases pulled back from a four decade high today's cpi print the fed is engineering a soft landing and

i'm scott wapner you just heard the bells we are just getting started here at post 9 at the new yorkstrength of the consumer the stock moves that always follow in just a few minutes i'll stock to jonathan krinsky on the critical levels in the market that he is watching. >>> we do begin with our talk of the tape prepping for powell. what stocks are likely to do no matter what the fed chair says tomorrow in his highly amend speechl at

and the half >>> thanks a lot, jon, welcome to "the halftime report," i am frank holland in for scott wapner stocks coming off a third straight week of gains are we in a new bull market, or is it just too early to call the bottom we're going to debate that with the historic inflation reduction bill passed in the senate will mean for buybacks and shareholders we are joined by our investment committee today, steve weiss, kevin o'leary, joe terranova and right here with me on set liz young. but first, let's get a check on the markets. the major averages edging higher again. the nasdaq on its longest winning streak since april, getting pu

scott wapner. the stunning run those stocks have staged. how far they can keep going. the investment committee joining us for the hour. steve weiss, joe terranova, and jenny harrington. let's check the markets. take a look at the down negative along with the s&p. we've been focused

. >>> carl, thanks very much, welcome to the halftime report, i'm scott wapner the reality check stocks as fed fears return. is the big summer bounce over? we discuss and debate that with the investment committee joining me for the hour, britain talkington, joe terranova, jim lebenthal. every sector is negative today we've come off the worst week since july 1st ten-year is back above 3%. you see it there at 302. we've got a big test the bulls are the big test after we're up 14.5% from the june lo

i'm in for scott wapner. stocks pushing higher again. the nasdaq up 20% from its june lows the s&p up 15% from its lows, even the small caps are posting big gains. the question today, is the rally for real or is it one big head fake we'll debate that and much more along with your next money move. shannon sacoccia, degas wright, josh brown stocks are higher after more data eases those fears about inflation. the dow up 150 points, off of its highs of the day the s&p up about a third of a percent. the nasdaq hovering around the flat line, just down fractionally lower the 10 h-year note at 2.87 three months ago it was 3.5. the yield again 2.87 josh, i'll kick it off with you. is this rally for real it seems like we're in the middle point right now are we in a holding pattern? the nasdaq 22% off of its june lows but 20% from its 52-week high the s&p 500 is 12% from its 52-week. where do you see the market at now? >> so i think actually the more interesting question would be to ask is the bear market for real. because if the rally were to stop

i'm scott wapner what will september hold for stocks after a choppy last four weeks? we debate that joining me, shannon, amy raskin with me on set, joe. august coming to a close stocks up modestly higher but they've been volatile today. dow down 3.5% for the month. the s&p the same amount. nasdaq down 4% i've got a tweet of late last night i wanted to focus on pharma jim, i want to turn to you first. he says in the u.s. treasury mark, two-year/ten-year inverted 35 these are reliable signals of economic trouble risk manage accordingly. how do we risk/manage accordingly heading into a noo month? >> the problem is how do you define the environment we're in? >> sketchy. >> ketchy. and in the post-pandemic world, i would also say we're in uncharted territory, scott i don't like those yield curve figures. i don't like them. you know i'm invested. you know that my investment is based on fundamentals i see, but i can't ignore, and i'm not ignoring those yield curve signals. i think, though, the answer to this actually relies on something that you tweeted last night. and it wa

i'm frank holland in for the judge, scott wapner. the s&p and nasdaq on track for a fourth week of gains their longest weekly win streak in nine months are investors getting more comfortable with the idea of peak inflation plus apple less than 7% from 52-week highs and tech seeing its biggest inflows in months. what's next for this trade we'll debate that and much, much more with our investment committee. today we have bryn talkington, joe terranova and jim lebenthal. the dow, the s&p and the nasdaq all in the green the dow up more than 200 points right now. the s&p up almost 1% the nasdaq showing some leadership, up over a percent. the russell 2000 doing even better than that the 10-year yield at 2.864 right now we're starting the day with a lot of questions and a lot of things to talk about. cpi and ppi, both of them a lot better than expected perhaps bolstering that argument that we have reached peak inflation. we're going to talk about that a lot this hour. big cap tech showing renewed leadership apple 7% from a new 52-week high

i'm frank holland in for the judge, scott wapner.tock taking a bit of a breather as investors look for guidance from the fed about rate hikes ahead. we will get more clues in a couple of hours from now big question from today, can the recent rally keep going. we will debate and the next move for your money joe tear noarranova. we are waiting for the latest fed notes to be released in two hours. you so a lot of red across the board. the s&p 500 having the biggest drop in three weeks, the dow down 280 points, the nasdaq more than a percent and a half, hardest hit. the ten-year yield hitting the highest level since august 12th, right now at 2.911 you have to remember just on august 1st we are an intraday lou of 2.51, a big change right there. we will begin with you, jenny, if you don't mind. what do you think about everything we are seeing is this a signal the rally might be over or is there more room to come and it is a breather as we said at the top of the show? >> i suspect the rally is taking a pause. here is where i am i started th

i'm mike santoli in for scott wapner you just heard the bells and we're just getting started we beginpe did this week mark a turning point for the bulls? stocks handing in another weekly gain with the s&p and nasdaq now on their longest win streaks on the year this comes after a double dose of encouraging inflation data and fresh signs of consumer sentiment rising to a two or three month high so did this week confirm that the bottom is

see you tomorrow now into "overtime" with scott wapner >>> sara, thank you very much. to "overtime," everybody. you just heard the bells we're just getting started here. in just a little bit i will speak to liz ann sonders on why she says fading part of this rally makes sense. she'll tell you why. >>> the former square now called block reporting any second along with expedia, doordash, lyft and many more. the o.t. reporting crew as usual standing by to break in with those results. we'll show you the stock moves that always follow we begin with our talk of the tape, why this rally could last at least for the rest of

. >>> welcome to "overtime," i'm mike santoli in for scott wapner you just heard the bell, we're justs we'll hear from katie stockton, the key market levels she's watching, plus her take on whether apple will remain a leader. but we begin with our talk of the tape, a test of the tape all three major averages selling off today with growth stocks taking the brunt of the pain with today's losses the s&p and nasdaq snap their longest weekly win streaks of the year. so is this week's drop just

see you tomorrow now into "overtime" with scott wapner [ bell ringing ] >>> sara, thanks very much welcomeyou just heard the bells we're just getting started in just a little bit i'll speak with eric johnston who has gotten even more bearish in recent weeks is that caution warranted or just too negative? we will ask him and debate his conservative call. >>> the talk of the tape, the road now that jackson hole is history and whether the lows will be revisited or avoided let's ask adam parker who's with me on set. thanks for coming in. >> thanks for having me. >> the

i'm mike santoli in for scott wapner you just heard the bell. we are just getting started.l get quarterly results from take-two interactive and upstart as soon as those earnings hit. >>> plus, more on that bombshell out of nvidia. the company reporting a big revenue miss stacy rasgon is standing by to break down the fallout. >>> we begin with the talk of the tape are the bulls winning the battle for where the market is headed

i'm scott wapner front and center this hour the great debate stocks rallying nonetheless which begs the question can they keep surging if the fed keeps hiking we will take that to the investment committee today joining me for the hour, kari firestone, degas wright, mr. wonderful and joe teranova with me on set, let's check the markets. got a good day for the dow up 3% and the s&p better than that, nasdaq outperforming today, 214. there's the yield on the ten-year note 278. so jim lebenthal, i think the story of the week is fed speak and i think you've gotten a lot of it and a lot of it has been hawkish. lor loretta mester, nowhere near done, and the icing on the cake, jim buller today still want rates to go to 3.75 to 4 this year, i think we'll probably be higher for longer. lo and behold, stocks are up i want to know from you, why has the market been able to brush off this hawkish fed speak this week because there's been a lot of it. >> yeah. 4% that's a kind of daunting number and you listen to that, 4? woo are at 3.75% if you're in the midpoint of the range meaning a lot of wood has

i'm frank holland in for the judge, scott wapner. s&p and nasdaq on track for a fourth week of gains their longest weekly win streak in nine months are investors getting more comfortable with the idea of peak inflation plus apple less than 7% from 52-week highs and tech seeing its biggest inflows in months. what's next for this trade we'll debate that and much, much more with our investment committee. today we have bryn talkington, joe terranova and jim

i'm mike santoli in for scott wapner you just heard the bells appeared we are just getting started righte in moments we'll get quarterly results from coinbase, roblox and wynn we have our team of reporters standing by to break in as soon as those numbers hit also ahead we'll speak exclusively with bill nygren where he's finding opportunity in the market right now. but we start with our talk of the tape a great pause. stocks treading water again today as investors await to

i'm scott wapner you just heard the bells, we are just getting started here at post 9 at the new yorka few minutes i'll speak live with erin browne and get her current playbook on the markets today. dwight anderson, a so-called tiger cub is with us on the life and legacy of hedge fund pioneer julian robertson who sadly passed away today at the age of 90 we'll get his reflections coming up. >>> we begin with our talk of the tape, whether stocks are set up for a big friday fall or

welcome to the "halftime report," i'm frank holland in for scott wapner key inflation lighter than expected what does it mean for the fed's next rate hike we'll discuss that and much with karen fire stone, jason snipe and on set, jim leeben that will, joe terranova. first, let's begin with a check on the rally at this hour. stocks jumping on the back of a better than expected cpi number. the dow right now up about 500 points the s&p up about 2%. the nasdaq showing a lot of leadership here, moving more than 2.5% higher meta up 5% the ten-year yield rising in the cpi report, up 3.65%, the two-year yield hitting its lowest level since august 5th. joe, i was watching you on "closing bell overtime" talking about inflation and the cpi read did it come out the way you expected obviously, it came below analyst expectations what does that mean for the markets? right now we're seeing a rally, but do you expect to see that throughout the rest of the day >> i said that on "overtime" with mike santoli that it was important to watch the pressurery market. the treasury market has been the leading indicato

i'm scott wapner the uncertain road ahead for your money and whether the summer sizzle for stocks is chair readies the most important speech of his tenure we discuss and debate all of that and what is at stake with the investment committee liz young, michael farr here with me on set, josh brown and stephanie link at 12:00 noon in the east a mixed picture. do 299 is the yield on the ten-year note we're coming off

and the half >>> thanks a lot, jon, welcome to "the halftime report," i am frank holland in for scott wapner stocks coming off a third straight week of gains are we in a new bull market, or is it just too early to call the bottom we're going to debate that with the historic inflation reduction bill passed in the senate will mean for buybacks and shareholders we are joined by our investment committee today, steve weiss, kevin o'leary, joe terranova and right here with me on set liz young. but first, let's get a check on the markets. the major averages edging higher again. the nasdaq on its longest winning streak since april, getting pushed higher by tesla right now looking at the ten-year note. yield right now at 2.777 that could be lucky for somebody somewhere. right now the dow up more than 100 points let's get right into it. liz you're right here with me. what do you think? are we in a bull market? are we in a bear rally what are we doing right now? >> i think that valuations at this point are a little stretched given that nothing has really changed that much, and we've seen over the last

i'm mike santoli in for scott wapner you just heard the bell.ing started and we begin with our talk of the tape could it really be this easy, all three major averages posting gains today with the dow up for four session naz row that is its longest win streak since late may the bulls making a strong case that the bottom is in. but is the market already getting ahead of itself? let's ask richard bernstein, ceo of richard bernstein advisers. rich, good to see you. >> mike, how are you

. >>> carl, thanks very much, welcome to the halftime report, i'm scott wapner the reality check stocks falling as fed fears return. is the big summer bounce over? we discuss and debate that with the investment committee joining me for the hour, britain talkington, joe terranova, jim lebenthal. every sector is negative today we've come off the worst week since july 1st ten-year is back above 3%. you see it there at 302. we've got a big test the bulls are the big test after we're up 14.5% from the june low. >> fans are in control right now, though. >> the bulls were in control. >> that was the test the test was last week technicals have been the catalyst behind this rally we tested the 200 day moving average. the market hit its head on the 200 day moving average, wobbled and is falling right back. look, going into that 200 day moving average, i was on air talking about how funds would engage further if we broke out above the 200 day moving average. i still believe we have done enough positive work for technicals where woef shifted from sell the rips to buy the dips i'm looking to be a bu

i'm mike santoli in for scott wapner you just heard the bell so we are just getting started in moments fresh read on the health of the ev market when rivian reports results. we'll bring you the breaking numbers and instant stock reaction as soon as those numbers hit. also ahead we'll hear from goldman's tony pasquariello. what he sees playing out in the market right now. >>> we begin with our talk of the tape is there a chance the bear market is now dead or is the rally off the mid-june lows just a giant head

i'm scott wapner the uncertain road ahead for your money and whether the summer sizzle for stocks is ending as the fed chair readies the most important speech of his tenure we discuss and debate all of that and what is at stake with the investment committee liz young, michael farr here with me on set, josh brown and stephanie link at 12:00 noon in the east a mixed picture. do 299 is the yield on the ten-year note we're coming off a rough session. the obvious question, josh, is whether the summery especially when the 200 day is declining. this is wh don't get bowled up on a sub 20 like clock w the bottom line is you think we're still in a down trend. >> yeah. those are the rules. look, when you are below the 200 day specifically when that 200 day has a negative slope, you should expect for there to be really big rallies like the one we've just enjoyed last week was the first week the s&p 500 finished down going back to the week of july 15th so it's been a really great run. no doubt about it. money has been made. but if your disposition is changing, based on that short-term rally, i wo

now into "overtime" with scott wapner >>> all right, sara, thanks so much welcome, everybody, to "overtime. you just heard the bells we're just getting started here at post 9 and a slew of earnings starbucks, paypal, amd, electronic arts and others we have our reporters standing by to break in the minute those numbers hit. also mark newton on why he thinks a hot sector might roll over we begin with ou