. >>> i'm scott wapner the great debate over the state of stocks and why the chip comeback could be a great sign for your money it's 12 noon this is the "halftime report." >> chip comeback are micron's numbers and the stock's jump enough to get investors back in the game the sector is still 12% off its 52-week high but 11.5% this month >>> plus, president trump is expected to leave for the crucial g20 summit within the hour this rally may be dependent upon a successful meeting with china, and the big call on an energy giant as oil jumps today is this beaten down sector finally about to move up the investment committee is ready to go. the halftime report with scott wapner begins right now. >> welcome our investment committee today, joe terranova, steve weis, john and pete najarian. let's begin with the markets and that semi surge. the chips on pace to close above a key level. their 50-day moving average for the first time since early may still a long way to go to get back to the highs but, pete, if this is legit, it could be extremely positive for the overall market >> it sure could pe

. >>> let's get it to the judge for the half >> jon, thanks i'm scott wapner with the dow on a six-week losing streak should investors prepare for a major june swoon it's 12 noon this is "the halftime report." >>> six straight down weeks for the dow. four for the nasdaq, s&p and russell. today, what the bulls are really up against >>> plus, picking through the carnage. apple is 25% off its high. alphabet down 20%. amazon 16% at what point is it time to put some money into these great american success stories the investment committee is ready to weigh in. the "halftime report" with scott wapner begins right now. >> welcome good to have you with us on this friday joe terranova, jim leventhal yana barton from eaton vance the first trading day of june after the worst may in nine years. investors still sizing up the possibility of those new tariffs on mexico, the unsettled trade talks with china, big wall of worries. joe, this day started out pretty good here we go back reverting right to where we left off may >> rightfully so we've had a sell-off in momentum equity names and that continues

>>> i'm scott wapner stocks are shaky as we enter june what will the month hold for your money our investment committee making moves today you'll want to know about. and our investment strategist has a new target for stocks. and our call of the day zeros in on a popular cloud play. we're trading that group it's all coming up on the half at noon. david, we're about ten away. we'll see you then >> thanks, scott >>> china announcing today it is considering the rollout of commercial licenses for 5g one company set to capitalize on that technical transform iations boingo joining us is chuck findley, boingo's new ceo how does it help in terms of your connectivity? >> you mentioned we're in airports, stadiums, we're in military bases now so wee do wifi, but we also do cellular one of the largest data providers of cellular networks and any one of those locations, we'll be able to bring 5 g, when you're in hubs like new york airports and world trade center, 5g will add quite a bit of capability. >> what's the transformation going to be for people in a terminal in terms of their connectivity >> oorkts

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. >>> carl, thanks, i'm scott wapner with stocks only hours away from closing out their best week of the year and fresh evidence that the trade war is hurting the economy, will the federal reserve come to the rescue it is 12:00 noon, this is "the halftime report. >> stocks surge, the dow jumps 300 points, the nasdaq picking up almost 2% is today's rally exhibit a investors think the fed is ready to make a move legendary investor stanley druckenmiller says, yes. >> i think if the job number is weak, given everything else they're saying, the fed will be on a clear easing path by july. >> announcer: 106 members of the s&p 500 hitting new highs today, and several members of our investment committee are making moves. "the halftime report" with scott wapner begins right now. >> welcome, good to have you with us on this friday, our investment committee at the desk today, joe terranova, stephanie link, josh brown, jim lebenthal, jon najarian, steve liesman. let's begin with a rally even as the may employment report comes in well below expect take expectations investors banking on the fed cut

here's scott wapner. >>> welcome. good to have you with us on this monday our investment committee at the desk today jim cramer is the host of "mad money. we begin with the countdown to the fed beginning its two-day meeting tomorrow amid great expectations that it will lay the ground work for an interest rate cut in july stocks rising over the past two weeks on those very hopes. jim cramer, i've made you the chairman of the investment committee today. >> thank you so much >> i've given you that title is it all about that it's all about the fed >> i want to see monitoring, vigilance, cognizant concern i get any of those words in the statement, bingo >> you don't want to see patience that's the word they say will come out >> that could be wait until september. >> did you say monitoring also >> i love monitoring >> they may be where you get to. >> we got those words then we're fine s >> you get the new york manufacturing read today it posted the largest monthly decline on record. i wonder if that seals the deal. >> i thi

. >>> i'm scott wapner, here's what's coming up we have the latest memo from howard marks who takes on several of the current market conditions we'll debate whether he is right. a well known strategist just cut his earnings outlook is his s&p target next. disney is the call of the day. we'll do it at noon. we're about 20 away. see you then. >> and for now let's get to the cme, rick santelli has the exchange hey, rick. >> thank you very much at next week's fed meeting and the issues involved they have a get out of jail free card on inflation potentially but the big thing i see is right here, a pillar maybe there's a new pillar we have new pillars now, maximum employment, stable prizes. this might be a pillar of the community, that'sglobal trade. how will the fed tackle global trade? i have no idea i'll tell you why i have no idea, when you look at the data points, the economy and market, and you didn't know there was trade infractions going on between u.s. and china and the closed chapter on mexico, you have have no idea. isn't that what the fed is supposed to monitor, they're thinking

i'm scott wapner the final week of the month. it is 12:00 noon, this is t"the halftime report. >>> tech run the sector up 10% this month apple is up 14%. but there are other names that don't get a lot of attention analog devices, up 18% xerox soaring 15%. says joe terranova about key, sight, it's up 14.5% plus the dow closes in on record

. >>> i'm scott wapner here's what's coming up on the halftime report. what's the best tell on the state of the markets the fact that bonds, gold and staple stocks have been rising or is the surge in chip stocks this month a thing you should be focussing on the investment committee on that case >>> plus, five stocks contributing more than 30% of the s&p's gains this month so we'll discuss what the concentration means to your money and with oil up 3% today, our call of the day takes on a stock that just got a big upgrade. is it time to buy conoco phillips that and more at noon on the half jon, see you in about 15 >> all right see you then, scott. >>> and we already knew investors were putting more money into single family rentals, but now they want a whole new type of home diana olick is in d.c. with that story. >> during the foreclosure crisis, investors scooped up millions of distressed homes and turned them into lucrative rentals. foreclosures are mostly gone and the regular market is very pricey investors are turning to builders in a big way. and the

. >> let's get to the judge, see what the afternoon brings and the half >> i'm scott wapner. tech in tatters, tariffs on the table, a titan turns to treasuries, that hardly sounds like a great environment for stocks or is it? it's 12:00 noon, this is "the halftime report." >> announcer: big fed names weigh in on the next move as stocks stage a bounceback. financials are leading the way, up big but today, one widely followed voice in the sector says, buyer beware plus, a wave of analysts are telling investors, grab uber "the halftime report" with scott wapner begins right now. >> good to have you with

"the halftime report" with scott wapner >> joe, amy of chevy chase trust and j.j., with us today. let's begin with the markets stocks digesting another move into the record books, setting up for what lies ahead there is a lot for investors to consider the looming meeting between president trump, president xi increased tensions with iran, and earning season in the not too distant season we set another new record for the s&p. tech hits an all-time high today. that's been the second best performing group this month. >> and i might finally get steve into the camp where he thinks we'll see rate cuts but that's clearly what the fed told us yesterday. the table is set for them. now that's jaw boning. when they do it, that will be something else i already have a bet for dinner with steve i think he's going to have to pay off on that. >> unless you drive in an rv, that ship has sailed. >> which ship. >> because you said two -- in two weeks the fed will ease. >> no, i said if we converted. >> it's on tape. >> i've got it on tape i taped it i don't have them queued up back there yet. i said

. >>> i'm scott wapner a look at what's coming up on the half financial marktime rep. what happens if the fed doesn't do what it wants the calls growing louder after a dreadful adp report. what all of it means for your money. our call of the day is a jim favorite he sold roku weeks ago but is he about to get back in now he's going to tell us. john and pete on the case for unusual activity and what they found as well. we'll do it at noon. carl, we're 15 away and we will see you then >> all right scott, thanks. >>> let's get to the cme group and get the santelli exchange. >> i'll get it right this time former chair of the house finance committee jeff hensarling, let's get into it. thank you for joining me what do you think about the u.s. mexico meeting this afternoon regarding the tariffs. should they be implemented and why is a tariff used to address an immigration issue you've been in government. what's your take >> well, i think there is a great concern that the president is using non-trade tariffs for -- or rather a trade tariff for a non-trade issue. the mexican pes

. >>> i'm scott wapner here's what's coming up, "halftime report" at the top of the hour stocks, the fed, and your money. we're debating what will happen this week and what it might mean for the june jump for stocks plus, jim cramer chairs the investment committee for today how he's setting up for the rest of the week. and stephanie link is here she's making more big moves in our portfolio. she'll reveal what she is buying and what she is selling at noon at the half. carl, we're 15 away. >>> let's get to the cme group in the meantime. the santelli exchange with rick. >> thanks, carl. you know, everybody, of course, is talking about the empire striking out this morning and of course, i'm referring to the june read on the empire manufacturing index, which came in at minus 8.6. and last month, it was 17.8. the absolute valued difference, 26.4, well, that dropped as the biggest since 2001, we'll call it 18 years, and the number is the first negative number in this series since october '16 and the lowest number sings october of see '16. so what are we supposed to do with this number we ha

. >> i'm scott wapner, front and center this hour, the big call from a billionaire investor to buy stocks it's 12:00 noon, this is "the halftime report. >> announcer: one week to fed day. what's the message to the markets? plus, the s&p is 2.5% from a new high real estate and staples hitting new highs today. if these sectors are leading the way, what's it say about the rest of the market plus, a warning for anyone thinking about the chips "the halftime report" with scott wapner starts right now. >> welcome, good to have you with us on this wednesday, our investment committee at the table today, joe terranova steve weiss, jon najarian is here, so is rob of ubv private wealth management, one of forbes top 100 financial advisors, kristen bitterly of citi private bank. let's begin with the markets paul jones now saying it's time to get long on the likelihood of new records and rate cuts. rob, you're neutral equities are you right or is tudor jones right? is it time to get long or be cautious >> i would tell you we're comfortable but not complacent with where we are. we're not taking any big p

i'm scott wapner stocks are surging bond yields rising as the tariff threats against mexico won't happen is another run at record highs possible it's 12 noon this is the "halftime report." >> stocks rally on a u.s./mexico trade deal and looks for progress on a resolution with china. the federal reserve is meeting next week. and president trump is targeting the committee again. >> they certainly didn't listen to me because they made a big mistake. they raised interest rates far too fast >> two big deals being emerged today. we'll debate these megamergers >>> our investment community is bringing you their strategy on all these stocks the "halftime report" with scott wapner starts right now. >> welcome our investment committee at the table, joe terranova, josh brow and pete najarian. shannon sakosha is back. we begin with the markets. stocks are building on their best week of the year. tech continuing its outperformance hard to believe that one week ago, we were getting ready to batten down the hatchs thinking we were going to have a mini december event or perhaps even worse and here we are

"the halftime report" with scott wapner begins right now. >>> welcome, good to have you with us. our investment committee at the table, joe terranova, stephanie link, and one of forbes' top 100 financial advisers the dip for stocks this hour, the g20 getting closer and closer that meeting between president trump and president xi also marking the end of the first half of the year, all with the backdrop of a fed that could be poised to cut interest rates in a matter of weeks, a central bank in europe that seems ready to act dramatically as well. jim, this is your moment you've been looking towards trade and talking about it for months now you're going to have this dinner meeting inosaka >> is it okay for me to say i'm a little nervous i'm fully invested, i do have a little bit of cash, scott, but i'm nervous even though i'm invested it's an important moment what are we looking for, what do you want you have to know what you're looking for, okay? the specific thing i'm looking for is a pumpback on tshback on tariffs. there's no way in heck that we're getting a deal in the next week,

. >> i'm scott wapner. the federal reserve deciding this afternoon whether to cut interest rates or signal it will in the months ahead. so much riding on that move. it is 12:00 noon, this is "halftime report." >>> decision day clarity or confusion we will start getting details in the feds thinking in two hours >>> plus, one of wall street's most respected investors weighs in avenue capital's marc lasry is with us live see where he's putting his money. >>> jim makes a big move caught in the trade war "the halftime report" with scott wapner begins right now. >> our investment committee at the desk today and back with us today is marc lasry, avenue capital group's chairman and ceo nice to have him back. let's begin with the latest on the markets. clearly waiting on the fed that news conference just a couple of hours away the s&p 500 just about 1% away from a new record high jim, is the market going to get what it wants today? >> it better get what it wants today, which is something dubbish from the fed i think

here's scott wapner. >>> welcome, good to have you with us on thursday. our investment committee at the desk today the ceo and portfolio manager at gilman hill asset management, kevin o'leary, mr. wonderful, the chairman of o shares etf, cnbc contributor let's start with stocks looking to continue their strong week with the best of the year with the s&p up more than 3 1/2%, 3% for the dow. all ahead of tomorrow's key jobs reports. threatened tariffs against mexico monday. i think carl quintanilla said i well, tariffs talking, jobs, stocks are up. what's the momentum? it will be an interesting story. >> it will be an interesting three days to see if we get another video like we did saying this is the greatest economy ever yet we need a rate cut. we will see what happens from the jobs report and what the reaction might be. i would use the indicators in the market one thing i would look at is the value of the u.s. dollar which declined 1 1/4% over the last five days. what is that telling you i think it's somewhat favorable for asset pricing and telling you a

i'm scott wapner the final week of the month. it is 12:00 noon, this is t"the halftime report. >>> tech run the sector up 10% this month apple is up 14%. but there are other names that don't get a lot of attention analog devices, up 18% xerox soaring 15%. says joe terranova about key, sight, it's up 14.5% plus the dow closes in on record territory. what is the prognosis for this new bull run as we get ready for the second half of 2019? "the halftime report" with scott wapner begins right now. >> welcome good to have you with us this monday joe terranova, scott brown, sarat, shannon here. dow closing in on a new record again. new pace for its best month since october of 2015. it's been a great month. we're going to roll into the second half with pretty good momentum what's going to decide whether we can keep it or not? >> well, i think the prevailing trends will remain intact. take a look at microsoft and walmart. these stocks continue to roll up anyone that's been betting against them have been out for a long time. a lot of peopl

. >> let's get to the judge, see what the afternoon brings and the half >> i'm scott wapner. tech in tatters, tariffs on the table, a titan turns to treasuries, that hardly sounds like a great environment for stocks or is it? it's 12:00 noon, this is "the halftime report." >> announcer: big fed names weigh in on the next move as stocks stage a bounceback. financials are leading the way, up big but today, one widely followed voice in the sector says, buyer beware plus, a wave of analysts are telling investors, grab uber "the halftime report" with scott wapner begins right now. >> good to have you with us on this tuesday our investment committee at the desk today, joe terranova, josh brown, stephanie link, jon najarian, let's begin with the markets, a turn around tuesday for stocks the question is whether it can be sustained for longer than a day or two with all that is going on joe, you got a little offensive in the last day or so and it's paying off at least for a day. >> can't i be happy for 24 hours? >> you bet >> without questioning whether it's going to be sustained we're

. >>> i'm scott wapner front and center this hour, the broadcom broadside, the stock getting hammered did hopes of another leg for the rally just get pounded as well it's 12:00 noon, this is "the halftime report. >> announcer: five days to the fed, but economists are weighing in today we have new and exclusive information. a big question mark for the chips and tech after broadcom reports quarterly numbers. the technicals are saying something very important about this key part of the tech sector stephanie link's making big moves in two big names >> i think chewy may be it >> announcer: and is this the next big ipo to get in on? "the halftime report" with scott wapner starts right now. >> welcome, good to have you with us on this friday, our investment committee at the desk today, josh brown, stephanie link, jim lebenthal, the chief investment officer at boston private wealth is here, liz young is bny melon's director of market strategy, anastasia from jpmorgan private bank and let's begin with the broadcom story. it's one heck of a buzz kill today. price targets cut across the board, l

. >>> carl, thanks, i'm scott wapner with stocks only hours away from closing out their best week of the year and fresh evidence that the trade war is hurting the economy, will the federal reserve come to the rescue it is 12:00 noon, this is "the halftime report. >> stocks surge, the dow jumps 300 points, the nasdaq picking up almost 2% is today's rally exhibit a investors think the fed is ready to make a move legendary investor stanley druckenmiller says, yes. >> i think if the job number is weak, given everything else they're saying, the fed will be on a clear easin

. >>> i'm scott wapner front and center this hour, the broadcom broadside, the stock getting hammered did hopes of another leg for the rally just get pounded as well it's 12:00 noon, this is "the halftime report. >> announcer: five days to the fed, but economists are weighing in today we have new and exclusive information. a big question mark for the chips and tech after broadcom reports quarterly numbers. the technicals are saying something very important about this key part of the tech sector stephanie link's making big moves in two big names >> i think chewy may be it

i'm scott wapner next, why so much is riding on osaka this weekend and what it means for your money it's 12:00 noon. this is "the halftime report." >> announcer: we are days away from a crucial point in this rally. a moment that is likely to push stocks higher or sink them president trump's trip to japan for the g20 summit will we get a trade deal with china? if not, can we count on central banks to keep the bull running see what the market thinks the investment committee is ready to weigh in. "the

dow's up4. 5 >>> i'm scott wapner here's a look at what's coming up on the halftime report, we're sizing up the second half for stocks and debating which names will work best with trade and the fed front and center plus, a top staple stock gets a big upgrade at a time when some are questioning whether that sector's just overvalued we'll debate that with our committee. and what the top analyst thinks about johnny ive's from apple. we'll ask tommy sacconaghi at noon on the half >> bitcoin's recent resurgence fueling the recent rally in chip stocks led higher by the likes of amd rbc's mitch steve joins us now for more mitch, thanks for joining us is this the -- the resurgence of bitcoin, is this what's causing the stock to move as aggressively as it has >> well, for bitcoin, that's not really related to the semiconductor space. so bitcoin's not using amd, they're used to mine something called etheoethereum but the bigger deal was the huawei news and the micron report essentially, you have huawei being able to purchase some of their micron chips which sent the whole space up and you have wes

i'm scott wapner post nine the tech run front and center this hour that sector in the midst of its best five-day burst in seven and a half years so how far can it go it's 12:00 noon, this is "the halftime report" >> announcer: stocks surge, tech seeing its best five days in eight years. the dow shooting for seven straight up days we'll dig into several beaten down sectors and debate whether the bottom is in or if this sudden uptrend is too much too fast we're also expecting comments from

. >>> i'm scott wapner today, stocks surging on positive trade news. the fed is meeting in washington all of it directly impacting your money we'll debate where the rally goes from here with morgan stanley's mike wilson, virtue's doug seafoo. and it's our call of the day and the investment committee will tell you whether it is time to buy it and john and pete are both here on the stocks likely to move based on their options activity. we'll see you at noon. guys, we're about 15 away. see you then >> indeed. thanks, scott. >>> now let's get to the cme rick santelli has got the santelli exchange. rick >> thanks, john. i'm really excited today there's so much going on that we could learn from i'm going to call this one the fluid dynamics of central bank liquidity. kind of a physics lesson of central bank activity. and it's really pretty easy, okay we have two buckets here and we pour some water in this bucket, starts to still up, and then we connect the two buckets and watch what happens no matter how much liquidity you put in that one, you'll end up with

i'm scott wapner stocks are surging bond yields rising as the tariff threats against mexico won't happen is another run at record highs possible it's 12 noon this is the "halftime report." >> stocks rally on a u.s./mexico trade deal and looks for progress on a resolution with china. the federal reserve is meeting next week. and president trump is targeting the committee again. >> they certainly didn't listen to me because they made a big mistake. they raised interest rates far too fast >> two big deals being emerged today. we'll debate t

. >> i'm scott wapner. the federal reserve deciding this afternoon whether to cut interest rates or signal it will in the months ahead. so much riding on that move. it is 12:00 noon, this is "halftime report." >>> decision day clarity or confusion we will start getting details in the feds thinking in two hours >>> plus, one of wall street's most respected investors weighs in avenue capital's marc lasry is with us live see where he's putting his money. >>> jim make

. >>> carl, thanks, i'm scott wapner the gate weight, stocks off to the best start in nine years can really keep climbing no matter what the fed is. it is 12:00 noon and this is "the halftime report." >> announcer: fed watch, six days to decision day s&p, nasdaq and dow are all up about 5% to date are we range-bound until chair powell speaks? >>> is the energy sector about to get a shot after an explosion in the gulf of oman. is there a misprice in the market half ha "the halftime report" begins right now. >>> welcome, our investment team at the table today kourtney gibson's back, the president of loop capital markets. also with us, the head of u.s. equity strategies as jpmorgan. we begin where we usually do, the markets. stocks looking to build on their gains in june. so much riding on whether the fed will cut interest rates or in the very least attempt to signal in their next meeting next week. steve weiss, 2% from highs on the s&p. can we get there without a rate cut or signal that one is coming >> absolutely we can get there the market is trending up. the down days weren't really

"the halftime report" with scott wapner begins right now. >> welcome good to have you with us our investment committee at the table today. let's begin with the market. stocks are jumping on the last trading day in june. all eyes on osaka as the g20 in full spring. we countdown to the meeting between trump and xi trade playing a big role in what the second half of the year will hold for investors why don't you size it up for us after a great first half >> yeah. then i think not only did we have a great first half, but this week looks like it was a really big catchup trade a lot of stocks that had been hit hard suddenly reversed i think that's important if we're going to continue this trend and have a substantial breakout that lasts. i want to focus on the rate sensitive names got absolutely rocked this week a lot of bigger damage in some of the bigger. and utilities down 2.5% on the week we came into this past week with the iwm to spy ratio, small caps to large caps, at multi-year lows all of a sudden, that reversed down half a percent on the week. russell, up almost a full percent. if that p

. >>> i'm scott wapner here's what's coming up at the "halftime report" at the top of the hour how far can the stock really go with the fed ready to cut rates? plus, former dallas fed president, richard fisher, rick reeder are with us on what is really likely to happen next and a big list of moves from our panel today. we reveal them at noon when we see you on the half. carl, we're about ten or so away we'll send it back to you. >> quite a day, scott. thanks while we wait for slack here at the nyse, over at the nasdaq, grocery outlet makes its debut and surges after its first trade a few moments ago, up 40%. so-called extreme value grocer trades under the symbol go has more than 3 hurricane independently operated stores in six states let's get to santelli exchange morning again, rick. >> good morning, carl. you know, all these ipos, all the unicorn, the way the stock market's pricing, one would never guess that one of the main issues is whether our central bank needs to ease and it's almost not van isseven issue. markets are really building a lot in markets are never wrong. when a trad

i'm scott wapner, front and center, new reporting on whether a trade war truce is in the works and what that would mean to your money as the g-20 gets under way in osaka it's 12:00 noon this is the "halftime report." >> the moment the market has been waiting for, the g-20 and meeting between president trump and chinese leader xi. is a deal in the works today, new reporting on what china wants and what the u.s. is willing to give. if there is a deal which stocks and sectors are most likely to pop. the investment committee is ready with their ideas "the halftime report" begins right now. >> welcome good to have you with us on this thursday our investment committee at our table, joe terranova, jim lebben thal, john najarian, jenny harrington harringt harrington ceo and portfolio manager. let's begin on the markets stocks higher on reports of a possible detente in osaka. kayla tausche on the ground in japan with her own reporting on exactly where things stand right now. kayla? >> scott, both the u.s. and china are trying to manage the narrative of exactly who would stand to get what if ther

. ♪ >>> scott wapner here's what's coming up on the "halftime report" at the top of the hour on this friday, another record for the s&p has us debating what the second half of the year will hold for investors and how far the rally can really go. we're going to ask schwab's liz ann sornders what's likely to work best in the months ahead. and one wall street firm cuts caterpillar to a sell today. who's right? jim or the analyst >> carl, see you in a little less than 20 or so >> a little battle brewing over there. let's get to the santelli exchange and rick. >> never in all the years i've been watching markets have i seen such a demanding marketpla marketplace, specifically the way equities price or heard as much jawboning in an kpa, that i think is still doing pretty well and it all boils down for the pressures to the fed to ease i get. it there's a lot of things in life where you need to go by the textbook and central banking is certainly a textbook issue and in a textbook ton central banking, we have all the dynamics to give a valid entrance to an easing cycle. but these are not norm

i'm scott wapner, front and center, new reporting on whether a trade war truce is in the works and what that would mean to your money as the g-20 gets under way in osaka it's 12:00 noon this is the "halftime report." >> the moment the market has been waiting for, the g-20 and meeting between president trump and chinese leader xi. is a deal in the works today, new reporting on what china wants and what the u.s. is willing to give. if there is a deal which stocks and sectors are most likely to pop.

. >> i'm scott wapner, front and center this hour, the big call from a billionaire investor to buy stocks it's 12:00 noon, this is "the halftime report. >> announcer: one week to fed day. what's the message to the markets? plus, the s&p is 2.5% from a new high real estate and staples hitting new highs today. if these sectors are leading the way, what's it say about the rest of th

the "halftime report" with scott wapner begins right now. >> welcome good to have you with us today joe, stephanie, pete and john. cnbc senior economics reporter steve liesman is here, as well we begin where else the markets rising, surging really ahead of tomorrow's decision on interest rates and stocks sitting less than 1% on new highs and investors expecting a friendly fed and then the president's tweet about that phone call with president xi getting another boost, pete, you are 27 points away from a new record >> amazing push, scott but the chips are starting to fall on the level that would push the market up higher. will there be the follow through. we heard the tweets with the president and what might be happening in terms of trade and this is something very positive. the idea the g20 and the opportunity to get together and make some of those calls today it is all about steve liesman and the fed. i am pointing to you this is their world. how much of a cut? people aren't talking about what kind of cut. is this going to be a quarter or 50 cents whether it is june or july yesterday i

i'm scott wapner post nine the tech run front and center this hour that sector in the midst of its best five-day burst in seven and a half years so how far can it go it's 12:00 noon, this is "the halftime report" >> announcer: stocks surge, tech seeing its best five days in eight years. the dow shooting for seven straight up days we'll dig into several beaten down sectors and debate whether the bottom is in or if this sudden uptrend is too much too fast we're also expecting comments from of the most widely followed names on tech stocks mar mary meeker will speak any minute "the halftime report" with stot wapner starts now live from the new york stock exchange. >> good to have you with us on this tuesday, welcome, our investment committee today, joe terranova, jon and pete najarian, let's begin with the markets where stocks have lost some of their gains today but the june boon is still the best start to a month since october of '11 the s&p up 5% with tech the best performing sector. all feels pretty good right now, pete, in tech world after, you know, a pretty good upset. now it's back,

"halftime report" with scott wapner starts right now. >> welcome good to have you with us our investment committee is at the table today. let's begin with that new milestone for your money, stocks surging to a new record high june now the best month in almost four years. joe, there's a lot in the market now. considering 100% prediction for the fed in july. how high can stocks go >> stocks can continue to go higher and they continue to go higher because west diversification story. we don't have the overattraction to the momentum equity oriented type names you're looking at apple and amazon and netflix that are still below their highs from last september, so last time that we visited these levels, okay, what we experienced was that momentum is where everyone was and it was crowded i think what's you anything and the reason we can propel high they are time the market is focused on quality, on utilities, on reits, high yields so that's why we're moving higher >> do you agree, josh? now that we hit these new highs, come off a little bit of the newest highs >> you got some very big and importa