Halftime Report

The Iran War Upends Stocks: Headline Fatigue and the 'Trump Put' 3/27/26

Scott Wapner and the Investment Committee debate how to trade stocks as the Iran War weighs heavily on the markets and the S&P and Nasdaq track for their 5th straight negative week. Plus, the desk discusses cybersecurity names as every AI headlines pushes the group lower. And later, the Committee share 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 advertising.

Trading the Iran War Uncertainty 3/26/26

Scott Wapner and the Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks.  Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Dell 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.

Stocks Rise and Oil Falls on Hopes for Iran Talks 3/25/26

Scott Wapner and the Investment Committee debate how to trade stocks as hopes for a resolution in Iran pushes oil lower and stocks higher. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day in an energy and a fintech name.  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.

How to Trade Stocks Amid the Iran War 3/24/26

Scott Wapner and the Investment Committee debate how to navigate the market as the Iran War continues.  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.

Former Defense Secretary William Cohen on Iran, CEO of Top U.S. Energy Producer on Prices, Time to Sell the Mag 7? 3/23/26

Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One strategist makes the 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.