Halftime Report

Scott Wapner and the Investment Committee discuss the state of stocks as investors grapple with more AI anxiety. Rob Sechan details his latest portfolio moves. Pro golfer Rory McIlroy and Will McIntosh, Versant President of Digital Platforms and Ventures, join from Jupiter, Florida ahead of the inaugural Optum Golf Channel Games. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss the state of stocks as one firm says investors are more bullish than they've been in years. The experts detail their latest portfolio moves. Calls of the Day include Digital Realty, Coinbase, Costco, Gap, GE Aerospace, and GE Vernova. Sarat Sethi joins with a Trade Alert on his new buy and two sells. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade the final full trading week of the year.  Plus, they share their latest portfolio moves. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade and the market. CNBC's Seema Mody joins us with the latest out of Oracle. Plus, the Committee shares there many portfolio moves. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the state of the market after Fed Chair Powell announced another rate cut yesterday. Plus, the desk shares their latest portfolio moves. And later, a street fight on Uber.  Stephanie Link sells out of the name but Josh Brown disagress, they both make their case.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.