One member of the investment committee is ringing the register on Nike after the company slashed its sales outlook. Plus, how to navigate the market into year-end. And a bullish call on the banks as the committee debates the financials into 2024.
Investment Committee Disclosures
Oct 7
Halftime Report Celebrates 15 Years 10/7/26
Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later, we look back at the last 15 years of Halftime Report, revisiting the biggest calls, the sharpest debat ... Show More
49m 10s
Jul 2024
The Deal Room: Is Nike In Trouble & HSBC Shakes Up Its IBD Division
<p>In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market.< ... Show More
35m 53s
Nov 2024
SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24
<p>Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ... Show More
43m 48s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
Dec 2023
Inflation Cools Further, Nike Tumbles, Markets Aim for 8-Week Win Streak 12/22/23
<p>Carl Quintanilla, Scott Wapner and Leslie Picker led off the show with the Fed's preferred inflation gauge:Core PCE cooled in November -- up 3.2% year-over year, down from 3.4%. Shares of Nike tumbled afterthe company cut full-year sales guidance and announced a $2 billion cos ... Show More
43m 15s
Dec 2022
Countdown to PPI, and Can Tesla Shares Rev Up Again? 12/8/22
Stocks rising ahead of tomorrow’s PPI report, as economists are looking for inflation pressures to ease as we get ready for the last Fed meeting of the year. But can the momentum contine.
Plus, shares of Tesla have been cut in half this year. Is there any charge left in the stock ... Show More
43m 53s