Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest. 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....
Jun 04, 2026•47 min
Scott Wapner and the Investment Committee debate the high-flying tech sector and how you should trade the space as it continues rising higher. Plus, CNBC’s Leslie Picker joins us to discuss the latest news out of the Space X IPO. The Investment Committee debates the valuation and what it means for the IPO market. 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 us...
Jun 03, 2026•44 min
Frank Holland and the Investment Committee debate the best way to position your portfolio as stocks hover at record highs. Plus, the desk shares their latest portfolio moves. And later, Oliver Renick joins us with some Options Action in the crypto trade. 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....
Jun 02, 2026•47 min
Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher. Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their stocks that are on the move today. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz co...
Jun 01, 2026•44 min
Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs. It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad. 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....
May 29, 2026•47 min
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC's "Halftime Report” to talk everything from markets, tech and how to navigate the flood of mega IPOs releasing this year. Plus, Josh Brown spotlights Edwards Lifesciences in his "Best Stocks in the Market." And later, we hit the latest Call of the Day on Uber. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou...
May 28, 2026•44 min
Scott Wapner and the Investment Committee debate whether it's too late to buy the tech high-fliers. Plus, Robinhood will let AI agents trade on their platform, the desk debates what it means for their users and the market. And later, Josh Brown spotlights Transports and makes some moves in his "Best Stocks in the Market." 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....
May 27, 2026•47 min
Scott Wapner and the Investment Committee discuss how they're trading the tech boom and share the best strategies to navigate the high-flying sector. Plus, we hit the latest Calls of the Day. And later, we debate some Options Action we're seeing in the miners. 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....
May 26, 2026•44 min
Scott Wapner and the Investment Committee debate what Kevin Warsh's tenure as Fed Chair will mean to the market and your money. And later, we discuss whether AI is affecting dividends and whether those stocks are investable anymore. 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....
May 22, 2026•51 min
Scott Wapner and the Investment Committee debate whether Nvidia is underappreciated after the company reported it's earnings yesterday. They discuss your next move in the AI sector. Plus, we look ahead to the SpaceX IPO, what it means to the market and the future of investing in space travel. And later, Josh Brown spotlights Morgan Stanley in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c...
May 21, 2026•46 min
Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week. 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....
May 20, 2026•44 min
Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance. Plus, the desk 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....
May 19, 2026•44 min
Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest portfolio moves. And later, we hit some Committee stocks on the move including Regeneron and Delta Air Lines. 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....
May 18, 2026•41 min
Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback. Plus, the desk 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.
May 15, 2026•44 min
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves. 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....
May 14, 2026•50 min
Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America. 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....
May 13, 2026•44 min
Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market." 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....
May 12, 2026•51 min
Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Call of the Day on Diamondback Energy. 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.
May 11, 2026•44 min
Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers...
May 08, 2026•47 min
Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market." 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....
May 07, 2026•44 min
Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 06, 2026•46 min
Scott Wapner and the Investment Committee debate how to navigate the market as strong earnings push stocks higher. Plsu, Josh Brown spotlights eBay and Casey's in his "Best Stocks in the Market." And later, the desk share their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 05, 2026•43 min
Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves. 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....
May 04, 2026•52 min
Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks. He tells you what to do with the stock now. 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....
May 01, 2026•43 min
Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." 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...
Apr 30, 2026•43 min
Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting earnings this week. 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....
Apr 29, 2026•44 min
Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it. Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advert...
Apr 28, 2026•44 min
Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks. Plus, we are watching the Energy trade down big this month but still the best sector this year, the desk debate how to trade the space. And later, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi...
Apr 27, 2026•44 min
Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the Day, the Committee strategize on what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co...
Apr 24, 2026•43 min
Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 23, 2026•43 min
