The home of independent analysis of CNBC TV and other business media, dedicated to the highest standards of journalism. Stephen Weiss on Wednesday's Halftime said he buys things off the Nike website and that you can return shoes after wearing them for 6 months, maybe the show's most helpful consumer hint in months.

Weiss said Amazon should be careful not to "disenfranchise" other names by creating alliances. Josh Brown said Nike's product "looks like garbage" on Amazon because there are "unauthorized resellers" and "stale product. Jim said it's the "same conversation" they had 5 weeks ago, and the stock's about the same price. Hard to argue with that. Speaking of rehashed, uninteresting themes, Herb Greenberg, who hasn't been on the show in ages, said frequent transparency target BABA is "dangerous" short or long.

Herb carped about comments from Joe Tsai and grumbled that Tsai won't meet with him personally even though he supposedly lives near Herb. Josh Brown said he doesn't get excited about TWTR moves; "wake me up over Jim Lebenthal touted WGO. Anthony Grisanti said "it's not looking good for oil right now.

Judge electrified Wednesday's Halftime with a … Zzzzzzzzzz … renewed discussion on growth vs. Jim Lebenthal said ALXN is at the top of his biotech list for its "very attractive valuation. Steve Weiss said Jim wouldn't have ever considered ALXN a "value stock" 3 years ago. Weiss contended the multiple is still "ridiculously expensive.

Weiss said his point is there's "a lot of creep going on" from value managers finding justification to start buying what's working.

Judge called Stephanie Link "the ultimate value investor. Lakos called the recent high-growth selloff "mechanical. Josh Brown said there's "no serious resistance" in IBB until Jon Najarian said the European Hematology conference is getting under way, and it's a big deal. Weiss said Scott Gottlieb is biotech-friendly and will "cut through the red tape. Josh said he's long AMGN, which he said is at the same price as Decemberand he even suggested "s" are possible.

Judge's Halftime Report put together a low-key show punctuated by the appearance of just one guest. Joe Terranova said oil going lower will present a problem for names such as NVDA. But Pete Najarian said the market focus hasn't been on oil. Steph Link said the GDP rate is "not recession," and earnings should be "pretty good. Judge protested that Charles Evans and Lloyd Blankfein see good "fundamentals" in the economy. Rosenberg questioned how "good" it is, using the term "good" probably a dozen times.

Assessing Rosenberg's performance, Pete Najarian said "it feels to me like he's in a bit of denial because he's in terms of David's in denial in terms of sic grammar the earnings themselves. Jon Najarian said BBBY July 38 calls were being aggressively bought. Back to school "is like Christmas for these guys," Doc said. Pete said there was "absolutely massive" buying in MU August 37 calls. He said ORCL 43 puts were being bought merely as protection. Steph Link said she took a "starter position" in ORCL and would buy more on weakness.

Doc said there were negative analyst calls pinching CMG. Pete said DAL and UAL were ranked No. Joe said "cook to order" is going to be "incredibly positive" for MCD. Steph Link couldn't say if she owns more than 10, ALXN shares. But, "I do think this guy kinda gets it," she said of the CEO.

Joe Terranova at one point predicted volatility will increase and asserted, "Oil's not staying at 43 for very long. Jim Iuorio predicted "low 42s before it bounces. Joe, who seemed flummoxed that DIS isn't atsaid, "I've been waiting to buy it, I have not bought it, but, but it can't just be specific to ESPN. Joe said tax reform is the "self-preservation" legislation Republicans need.

Actually, it seems more likely there's nothing to do … which is why nothing is happening. Joe said he thinks tax reform is actually "priced out" of the market now. Doc bought more S. Pete touted GILD, MRK and PFE. Steph Link endorsed AXP. Joe said to "get yourself exposure" in health care. Josh Brown on Monday's Halftime said GE got an "ostensibly bullish write-up in Barron's … but it was like every compliment was a backhanded compliment. Pete Najarian though said he bought GE on the CEO news; "it's not gonna be the year way that it's been.

Pete said there's upside in steel, though he's not sure the space has bottomed. Stephen Weiss said he likes BIIB and the whole big-cap biotech. Weiss said joining the VRX board is a "great bet" for Paulson. Josh Brown said QQQ buyers on the chart have come in "exactly where they're supposed to.

Weiss referred to Pete Najarian as "Tony Robbins, Joel Osteen here who loves everything.

Pete said BAC calls were popular. Weiss' final trade was FB. Erin Browne likes KRE. Joe Terranova mentioned NOC. On the 5 p. Fast Money, Karen Finerman said the fundamentals in GOOGL haven't changed, so, "I'm just gonna ride it out.

And that has been the right thing to do, every time, for the last I don't know how many years.

What Is the Stock Market Thinking? | HuffPost

Pete Najarian on Monday's Halftime said he doesn't agree with the analyst call that the COST story is stale. Josh Brown would buy COST weakness. Joe Terranova bought COST in April. He has held onto the name; he said he'll wait for stabilization, then, "I am gonna go in and I'm gonna buy more. Pete Najarian disagreed, saying he bought "Krogers" sic plural on Friday. He said "Krogers" 3 or 4 more times on the 5 p.

The KR trade is likely a good call; the grocery market is totally fragmented and there should be opportunity for a lot of names — over time — that aren't WFM in fact many aren't publicly traded. Judge on Monday's Halftime Report reverted to his new favorite stock to talk about generally in a skeptical waySNAP. This writer is long SNAP. OK," Judge said, mentioning the Time Warner deal as if it were a big deal. Josh Brown said he doesn't think anyone was a "naysayer" about SNAP's "ability to get big brands to commit to the platform.

From the moment this IPO occurred, we've been hearing how Facebook is immediately going to wipe out this company. The reason to talk about this stock, up or down, is because it moves, it obviously is fast money gained or lost in either direction.

Pete Najarian this time wasn't heard to mention "single digits. Steve Weiss unfortunately struggled mightily on Monday's Halftime to make a quality point about AMZN. Weiss initially said Josh Spencer, the portfolio manager selling AMZN, has presumably found something "cheaper. Both Weiss and Josh Brown contended that making huge money on AMZN from here seems difficult; Weiss tried to claim that getting a double in it from here will be unlikely and that DATA is a better option.

But who — other than NVDA owners — expects an immediate double in anything. Joe Terranova said that if you want to buy selectively in your long-term portfolio now, he's "fine with that. Joe said he recently has "been aggressively going after Microsoft. If you look at the AMZN stock chart from about toyou'll see more than a few hiccups.

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The stock has always had its defenders. But during those hiccups … honestly, we've probably got some of these on tape … the refrain is, "The valuation's so high, it can never even grow into it … it's never going to produce much cash … it's in all these commodity businesses … might even be operating at a loss …" Then it starts showing movies, and everyone thinks it's the greatest thing since sliced bread.

Just wait'll it starts building self-driving cars. Now, it's apparently even greater … because it bought a fading grocer. Karen Finerman, long a voice of reason on this stock, is now gushing, on Friday's 5 p. Fast Money singling out Amazon's "connection to the consumer. They didn't have that connection 17 years ago. They didn't have the pervasiveness in everybody's life that they do now.

That's the jewel there. This is the most famous stock of the bubble era. Karen, who admittedly looked not a day over 27 in chic blue short sleeves, claimed that somehow AMZN can make this industry work.

As for chance of another bid, "I would say, I don't know, 1 of 4. But guest host Sully said Whole Foods will still have to buy goods from somewhere; "they don't have Amazon farms that I know of," Sully said. Sully tried to claim people have been hailing AMZN for being "asset light. Guy Adami suggested WMT. As for another WFM bidder, "Nobody else is gonna buy this company other than Amazon," Nathan asserted. Amazon Kool-aid was being served throughout the day on CNBC, including during Friday's Halftime Report.

Josh Brown said the WFM deal is "shocking to everyone" and that Amazon's apparent long-term focus on top line is maybe "a model that other companies are gonna start to adopt successfully. Other companies are going to start trying to grow revenues. Jim Lebenthal, offering a welcome voice of reason, said "obviously this is a turn" by AMZN and pointed out other companies' attempts at "automating" the grocery business in the s.

But sigh he said if anyone can do it, Amazon can. So why don't they buy some biotechs and cure cancer. That's not enough "connection to the consumer. Kourtney Gibson predicted we'll see grocery margins "begin to squeeze. Kourtney Gibson said something we didn't know, that Whole Foods doesn't sell Cheerios. Judge said they do but not the Honey Nut variety.

Then we got more hyperbole. Jim mentioned "autonomous cars" Bingo. Meanwhile, "The drumbeat of Apple-Tesla will start again," Ross said. It goes through the roof, right? Judge on Friday's Halftime told Brian White he's gonna be "frank" but wondered why anyone should buy SNAP before the lockup expiration, which, just being honest here, is so unbelievably priced into this stock already.

White correctly said, "They really do start to anticipate the lockup expiration," then offered, "Lockup or no lockup, I wanna own it at this price. White said SNAP has entree to millennials, which is what's "very powerful" about the brand. Ross Levinsohn said he's still a SNAP bull but was "frankly stunned" at the first quarter miss.

He also suggested he felt lanced like a bull in a bullfight, which means he's probably not the leading contender to be SNAP's Eric Schmidt. But, "I'm in it for the long haul.

Noted technology insider Kourtney Gibson declared, "If you have a dollar as an advertiser … you are not getting a return on that by putting it into Snapchat. Cramer said he always finds this kind of lockup "debilitating. Seems like it's massively priced in, given that people somehow can't stop talking about it. Cramer said his kids "love" Snapchat … but his beef is … he can't get around the corporate governance.

Ross Levinsohn, who was playing both sides of the SNAP debate, pointed out, "People were racing out of Facebook in the first year … given Evan credit. This guy has created something that, that even has Mark Zuckerberg scared.

Now, Boss said, the North American marketplace is in "consolidation mode. Under Armour is needing to follow suit," Boss said, calling that a "big change," even though we've seen discounts in sports apparel all the time for decades.

Jim Lebenthal, forever seeking to fill the other half of his NKE position under 50, said Boss' move "is actually helping me" get there. He asked Boss about international. Boss said NKE can't afford a "hiccup" in China. Boss said FL has "a high degree of mix" with NKE. This writer is long FL. Jon Najarian said "nobody on the desk is happy" about owning NKE. Kourtney Gibson said she can "stomach" owning NKE "at the end of the day"; it will be fine, it's just a matter of "turbulence.

Jeff Kilburg on Friday's Halftime Report said "I think we go higher" in crude. Anthony Grisanti said it won't happen unless gasoline demand picks up. Jim Lebenthal's final trade was MRK despite the downtrend since ASCO. Kourtney Gibson offered DIS and said Loop Capital has a target. Josh Brown said COST, and Jon Najarian said POT.

Fast Money, guest host Brian Sullivan said, "I'm just having trouble understanding. That was fake self-deprecation; I'm extremely smart. It accomplished virtually nothing — except to curiously push the boundaries of panelist sniping on the Halftime Report, which admittedly is entertaining when it's not cringe-worthy. Josh Brown on Thursday's Halftime basically endorsed the stock market and said you should be cautious "no more today or no less yesterday.

Let me know when you catch up to me," Weiss said. Judge tried to cut in, stating, "This doesn't need to be a personal-" Josh insisted "No it apparently does," then questioned why it's "complacent" to "accept" the occasional pullbacks that happen all the time.

Weiss said it's "complacent" to take all these data points "and saying that they can't impact the market. We're not gonna have this personal nonsense," Judge said.

Brown and Weiss were arguing about basically nothing, but Weiss ended up wearing the goat horns with this loopy summary: This market is what was to Mets fans, and even though not every stock is going to go up all the time, you're a chucklehead to stay out of it and guess at phantom crashes. If Weiss actually reported WHEN the pullback was going to happen, that indeed would be valuable insight.

Actually he has no clue about when his "more than normal cautiousness" will pay off if ever. Unfortunately, Joe Terranova fell into the same trap, noting the market is "continuing a trading event" that started Friday and asserting that if you're overweight growth, "you're paring it back. Judge said it's "astounding" that the market's where it is given all the "news" and "noise. Stephen Weiss on Thursday's Halftime said he "should be" invested in health care, but he can't tell you why he's not.

Joe Terranova said he's "amazed" by how well biotech has traded over the last 5 days. Josh Brown said he'd "stay small" in the biotech space. Kari Firestone touted BMY and AGN. Jon Najarian touted BMY's strength in rheumatoid arthritis, which he called "the next home run" for that name.

Jon Najarian on Thursday's Halftime Report said August 24 calls in X were popular. He said there was also activity in AKS. But Steve Weiss said he'd stay away from steel stocks.

Bob Iaccino said the dollar is driving gold as long as all the geopolitical concerns stay quiet. Jim Iuorio said gold may reach 1, "but not much below. Richard Fisher said the Fed has been "clear as a bell" about its intentions. Kari Firestone said GOOGL is "expensive by historic standards.

Kari Firestone hung a on V. Kari Firestone's final trade was CME, citing a pickup in volatility see, we're told the stock works regardless of volatility but that it really works when volatility rises snicker. Weiss said more than normal cautiousness FB. Andy Chase on Wednesday somehow managed an invite to Judge's show despite expressing the opposite of the company line, which goes something like "Maybe it's time to get really scared about the FAANG stocks.

It's just the damnedest thing; I don't like using it," Chase said. Judge asked Chase about the Trump agenda. Whew — afraid he might've asked Steph about that with Doc on the panel. Anyway, "I'm not sure I believe in the Trump agenda," Chase said.

Judge told Chase that tax reform, "in and of itself" sic redundant Drinkcould expand the market multiple. Chase acknowledged it's "pretty big" and not factored into prices "at all. Struggling to coordinate D. Josh Brown, who said he remains long NVDA, said on Wednesday's Halftime it has a 1.

This writer has no position in NVDA. Stephanie Link was trimming LRCX, even though it's not expensive, because "all of these stocks are so well-owned, and who's your incremental buyer? Sarat Sethi contended there's a "floor under the stock. Steph Link still likes APC. Josh said he would sell FIVE "with 5 fingers. Sarat Sethi said to keep buying GOOGL. Steph Link said HD, LOW, SWK and WHR will "continue to work. As to recent trading in prominent technology stocks, Pete Najarian reported on Tuesday's Halftime that it "feels like the algos actually took over on Friday, right," adding the FAANGs were sold off "unjustly.

Traders assured us about 7 times in the first 10 minutes that the selloff really was algorithmically driven. And that algos are a part of trading. Jim Lebenthal insisted the rotation "if it's happening" snicker from growth to value has lasted "2 weeks, not 2 days.

It was just Thursday that Joe Terranova, earnestly making a point on the Halftime Report, made a rather confusing statement about the markets evaluating White House "behavior" and "judgment" but apparently blessing it see below that frankly left us scratching our heads. History unfortunately repeated itself Tuesday when Joe was asked by Judge for some real-time investment strategy. Joe first said, "In terms of your portfolio, a longer-term portfolio, the events of the last couple of days shouldn't sway you to do very much at all.

But then Joe said, "If you have an overweight growth strategy … you take a look, you say, OK, I want more value in my portfolio, less growth. Judge asked why anyone wants less growth. Joe said overweight growth was supported by fundamentals since Jan. In one of those statements that wrongly included a qualifier that made the sentence either 1 redundant or 2 contradictory, Steve Liesman on Tuesday's Halftime said, "If they want rates to go up, then investors in financial stocks should be excited.

Pete Najarian touted the XLF. Joe Terranova said, "I think banks go higher. Doc said ETSY September 15 calls were bought in big numbers. Pete Najarian said AVGO call buyers were scooping up January s.

Doc said he'd stick with WYNN. Joe said BABA fundamentally looks good, though a target "is a long way off. Scott Nations said "below 1, it's really in trouble. Jim Lebenthal on Tuesday's Halftime Report declared AMZN, and a couple others, a little frothy. Then he carped again about trading the FAANGs as a "basket. Then he actually seemed to claim the SolarCity acquisition was a positive. Jim Lebenthal, incredibly, said "there's some seriousness" to the notion of putting a solar panel on your roof to charge your electric car.

Doc said TSLA doesn't have the "extra weight" of union deals like the Big 3 automakers. Pete Najarian on Tuesday's Halftime Report said the UA move was "probably more short covering than anything, quite frankly. NKE fan Jim Lebenthal doesn't "get" why some people like UA more. He's also probably going to buy the 2nd half of his NKE position when it drops below Jim said you "can hold" FL, but he's not rushing out to buy it. More from Tuesday's Halftime later.

It's reminiscent of when Dave Barry wrote a column in the late '80s about Brent Musburger and Ara Parseghian broadcasting Notre Dame football games … "Hey, some scuzzbag TACKLED Tim Brown!! Abhey Lamba, who issued the Mizuho downgrade, said on Monday's Halftime Report he thinks both AAPL's earnings and multiple "are towards the upper end of the ranges.

Jim Cramer played Ara Parseghian this time, curiously asking Lamba with his first question why Lamba issued the note on Sunday rather than Monday, as if that means It's not put together in half an hour.

It's not put together in 1 day," Lamba said. Lamba said he downgraded the stock a couple years ago around highs and got flak on CNBC and upgraded it a while back when it was struggling and still got flak on CNBC.

Stephen Weiss said, "In China, it's tough to explain why their market share has declined so precipitously. Jim Cramer on Monday's Halftime said to hold GE because now that Immelt's on the way out, Cramer's "hearing nothing but good things about his successor … the guy is tough as nails. But really, Pete was excited because someone bought a "massive options position" in GE.

Judge tried to float the notion of Immelt being a "victim of circumstances" snickerinsisting, "Everybody sic praised the Baker Hughes thing when it happened. Josh Brown quickly and impressively shot down this daffy notion, asking a good and obvious question, why isn't Berkshire Hathaway similarly hated. Weiss claimed, "He's selectively buying great assets. Sigh We're almost tired of pointing this out.

Immelt's a likable guy. People think he's a great guy. CNBCers protect him because of that … and because he was their longtime boss. Everyone should wish him well; nobody should feel sorry for him. If he's running a company, he sucks. This tenure is an embarrassing disaster. So there you go. Grandpa Judge got the chance on Monday's Halftime to talk about his favorite subject, a crash in FAANG.

Jim Cramer, who monopolized much of the program as CNBC seeks higher ratingsand the rest of the panelists mostly shrugged; Steve Weiss first said he bought a couple more tech stocks Monday, DATA and then AKAM, except then he said he wasn't buying AKAM on Monday but something else he couldn't remember. Josh Brown quizzed his co-panelists on the Viking Global news in an effort to make a point about the possibility of a large tech holder unwinding, but before that point was fully made, Weiss cut in to claim "they are one of the best long-term performing hedge funds" and insist Brown give them credit.

Jon Najarian dialed in to say the mayhem in the QQQs happened in the first 15 minutes of trading, then people came in to get hedged, so this looks like some sort of potential bottom for the short term. Weiss said there have been a lot of "tourists" who bought the "momentum" in tech. Zzzzzzzzzzzzzz Karen Finerman, devastating in white turtleneck on the 5 p.

Fast Money guest-helmed by Judge, said the last couple days' worth of tech-stock activity isn't nearly enough to change her thesis on some big tech names and sell them. Pete Najarian on Monday's Halftime said June 67 calls in C were being bought, which made us realize that Mike Mayo hasn't been on for, oh, maybe 6 weeks.

Jim Cramer said the Ira Sohn champ is wrong about PYPL C is finally trading at tangible book. Cramer and Josh Brown mocked the Pivotal downgrade of ADBE. Josh Brown's final trade was INDA; Weiss said CAVM. Pete said SBUX and Cramer said PLCE. Pete Najarian on the 5 p. Andy Hargreaves last week dialed into the Halftime Report on Tuesday and said he'd rather be early than late on his AAPL downgrade.

Hargreaves had to fend off Josh Brown and Jon Najarian augmented reality or whatever the heck it is and Jim Lebenthal India could be "very big" before Judge called such a downgrade a "dangerous game" and Josh said it's "worse than dangerous. And maybe the stock's just having one of Ed Yardeni's market "anxiety attacks," of which there have been 56 sincewhich has caused "anxiety fatigue" among some. Normally, we wouldn't care about an analyst's long-term call, but when one of them outs the Halftime panel and even Judge in and of himself as in this case another wing of the momentum-trading crowd, it should be noted.

Steve Weiss on Friday's Halftime Report whined that he's an "intrinsic snicker investor" who can't "analyze" the intrinsic value of gold because it's an "emotional currency. Jeff Kilburg said to "look for dollar strength" over Jim Iuorio said "the downtrend is still comfortably intact. Steve Weiss on Friday's Halftime Report claimed, "There's a lot of complacency out there.

I see invested skepticism. I see people looking for reasons not to be in the market. Weiss responded, "To me, that's the definition of complacency. Only seeing everything positive, positive, positive. I've kept a diary of these things since March ; there's been 56 anxiety attacks.

Jim said that's "a subset of what I've seen for about 9 days now, which is that value is starting to outperform growth. Judge somehow decided he didn't want to air any commercials for the first 26 minutes. Too bad, we were hoping to learn of some pillow products that are out there. In an absolutely useless conversation, Keith Meister told Judge on Friday that "I think today, uh, big picture, is a great day for Pandora shareholders.

And then he started talking about how Buffalo Wild Wings should franchise more of its stores. That was a joke, for regular snicker readers of this page. We figure this would be a good time to relay the panel's commentary on either SNAP it sucks this writer is long SNAP or TWTR it's just such a UNIQUE property. But there wasn't any.

Kevin O'Leary griped, "I don't understand why people consider Facebook a tech company. It is an advertising platform extraordinaire. They're not the same company. It's one of the things we love, and hate, about the stock market.

In the last 2 years, when BABA was in the 60s, we heard on CNBC not from everyone every negative in the book: Now that it's in the s, it's suddenly a great alpha play that's cheaper than AMZN. Kevin O'Leary on Friday's Halftime grumbled, "I'm not saying it's a bad company, but I don't know how to read its balance sheet.

Stephen Weiss, who used to tout JD as a better option, called BABA a "microcosm of the market" and said he regretted missing this one. O'Leary questioned how BABA can have higher margins than AMZN. Strangely trying to thread the needle, Andrew Left on Friday's Halftime Report said the market has been "overreactive" to Nvidia. While acknowledging it's a great company, "It's no longer a stock, it's a casino," Left said.

Jim Cramer, summoned 1 to talk about that Sohn champ's Paypal short 2 to boost ratings for no reason we could determine, said, "I would be afraid to be short this" because NVDA has "greater fool money" in it. Josh Brown said Left "nails" the "casino" point, "but I think that's temporary," which reminds us of when the 5 p. Fast Money was hailing the Nomura analyst's "thoughtful" downgrade to 90 a few months ago how'd that one work out.

Kevin O'Leary scoffed at Brown's analogy of NVDA to INTC's big growth when Pentium sales exploded with Windows Steve Weiss said, "This is exactly like Qualcomm was in the boom times of Rob Sechan likes Europe but not the U.

Weiss added to AKAM. After the testimony of James Comey on Thursday that preempted most of the Halftime Report, Kevin O'Leary shrugged. Pete Najarian pointed to the VIX and said the Comey event was "fairly much of a flat thing.

Jim Lebenthal contended, "The market is thinking the reflation trade is back on," offering, "the year going to 2. Chris Whalen on Wednesday's Halftime Report apparently called out Doc in a tweet for suggesting a "bet on banks.

Stephen Weiss said the most important thing Whalen tweeted was that the "credit cycle's peaking. But later on Power Lunch, Ken Griffin told Pisani that "Volatility is low because of the interventionist policy of central banks around the world. Griffin said that regarding liquidity, stocks aren't splitting like they used to.

Peterffy said, "We cannot make any money in the market-making business because we refuse to trade against our customers' orders and we do not buy other brokers' customer orders to trade against.

Brian Sullivan teased Melissa Lee that Griffin went to Harvard and was trading high-yield bonds there; apparently making a "Good Will Hunting" joke, Sully told Mel, "How 'bout them apples.

Judge on Wednesday's Halftime reported Anthony DiClemente's call that SNAP isn't going anywhere in Q2. Steve Weiss called SNAP's first public quarterly report "inexcusable. Judge said DiClemente mentioned the lockup Drink. If the business model is garbage, why do they keep caring about the lockup. And why do they keep talking about this name. Doc noted, though, that he bought after the earnings disaster he had been trumpeting the stock into that earnings report, but whatever ; Guy Adami too made a great call on that as the stock plunged to 17 and change afterhours and was nearing 22 within a week or two.

But Guy said this week on Fast Money if it tests 17 again, it'll probably crash through. Sarat Sethi on Wednesday's Halftime quibbled with the BMO downgrade of PEP but said he wouldn't chase it here. He said PEP is more diversified than Coke, but Pete Najarian said, "I like 'em both. Doc said someone bought a "ton" of October Pete said someone was buying January calls in AVGO and selling puts.

Doc said he bought and sold AMBA but made only "a little bit" of money. Steve Weiss said he tried to trade X but quickly got out because there was no bounce; he'd "stay away. Sarat Sethi said GOOGL is "not like SNAP the stock everyone was hating Wednesday in terms of management" and also mentioned "artificial intelligence" snicker and … drum roll … driverless cars. Weiss said not owning GOOGL from the IPO is "one of my bigger regrets in terms of stocks.

Weiss said it's a "good lesson" in insider selling because the CEO "sold half his position I think in the high 40s. Pete trumpeted HA up 8. Doc said SQ and S based on unusual activity, noting January 30 calls in SQ. Sarat Sethi said if oil approaches 40, there'll be "a lot more fear" in the market, however, he'd buy it at Somehow grasping for usable material in a great stock market, Judge, who can't just get to the point and call this an '86 Mets Market, opened Wednesday's Halftime with a go-round on whether Soc Gen is right about too much pessimism in the market and that there are higher prices ahead.

Jon Najarian said, "There's not pessimism in the markets, or we wouldn't be setting record high after record high after record high. It's not even a definitional correction. Weiss said that we don't know "what that short is against. Judge said the market seems to have a "big yawn" about the price of oil. But Doc admitted he's got a lot of energy plays, including XOP, that have "flipped on me.

Jim Lebenthal called gold a "referendum on the Federal Reserve right now. They are going to go in June. Josh Brown said "3M is the best-looking chart in all of industrial land. Doc still owns calls in CRM. Karen Finerman on the 5 p. Fast Money said she loves when stock moves occur in "integers," revealing, "I pulled the trigger today" on FL, citing a "superb" balance sheet and an "overdone" selloff.

However, Karen unfortunately touted C during the program. Judge told Andy Hargreaves on Tuesday's Halftime, "It's good to have you, um, uh, even on the phone. Hargreaves, who said the speaker device from the WWDC isn't exactly a great profit-boosting product for AAPL, told Josh Brown that AR snicker is still "really, really early. Jim Lebenthal said he doesn't think the iPhone 8 is priced in, citing "a lot of pent-up demand" and stating no one's talking about India; "that could be very big.

Judge said it's a "dangerous game" to get in front of this type of name with this kind of momentum as Hargreaves has. Josh Brown twice said, "Oh, it's worse than dangerous" and said the call has "nothing to do" with whether AAPL is a buy or sell for most investors. Andrew Hsu, who runs an infrastructure fund, on Tuesday's Halftime called Donald Trump's push for air-traffic control privatization "actually a step in the right direction. Speaking of cell towers, Hsu mentioned self-driving cars Bingoexplaining, "Clearly, we need to invest in this area" because of the bandwidth required.

Matter of fact, we can't proven training best forex strategy NOT having a self-driving car. And is there as much investment in the cancers discussed at ASCO as there is in cars that don't require hands on a steering forex illumination signals system free download Jim Lebenthal said he thinks auto sales will "plateau" at 17 million but not "drop off.

Josh Brown said AMD was rallying on cryptocurrency angles, but, "I would not be a buyer here. Missy Lee was dynamite all sewn up tavistock pannier market new dark gray dress on Fast Money. In a clumsy, pointless opening of Tuesday's Halftime that served as little more than another soapbox for Rick Santelli, Jon Najarian said bonds can gain "several more basis points … there must be more shorts in this than shorts in Tesla.

I do," claimed Judge, obsessed with the year. Josh Brown said stocks and bonds have often risen together for 40 years, so it's hardly "bizarre" or "rare. Brown said in the U. But Santelli said they're buying "over a trillion thus far this year. Joe Terranova on Tuesday's Halftime tried to convince Judge that MSFT can outperform myb money maker FAANGS, but Judge didn't understand Joe's pronunciation of "Azure.

Jim Lebenthal said the question with MSFT is whether the growth rate really justifies it given competition. Joe told Jim that ORCL is "nowhere near" where MSFT is in the cloud. Josh Brown said he prefers GOOGL to MSFT. Jim said the fall of the stock market in 1929 "may sound a little crazy," but things like furniture stores or groceries could be "the next leg of growth for Amazon.

Josh Brown on Monday's Halftime said it's "entirely reasonable" for Andy Hargreaves to deem the iPhone upgrade already priced in. To me, it's a very safe stock. Toni Sacconaghi, the only 1 of the 3 analyst-vs.

Sacconaghi said it can take a couple weeks to get a Tesla appointment; "right now, the customer experience is strained," and he questions what that would be like if sales go toKaren Finerman, in dynamite blue, on the 5 p. Fast Money said she's not long AAPL and suggested pegging 10 as the "right multiple" for a hardware company. In Apple's case, "that leaves the rest of the company trading at an extraordinarily high multiple.

Karen said AMZN crossing 1, is the "Roger Bannister Moment" in big tech stocks. We started to scoff at the "analysts-vs. You know, the average year-old takes 40 prescriptions a year," and those in their 40s she said "probably" the whole panel is in their 40s, which we doubt "are taking somewhere around At the bottom are suits and … lingerie.

Jim Lebenthal asked Greenberger about the February retail sluggishness. Jim said it sounds to him like the stuff that's bought online is stuff in which "fit" doesn't matter so much, and he predicted that shoes, a popular online product, will revert to a store experience. Greenberger said shoes are "a little bit of an anomaly" and that buyers tend to order multiple pairs on Amazon to ensure one pair fits. Back to CVS and prescriptions, Joe Terranova said he's been a "frustrated" CVS long for a couple years but isn't in it anymore.

Gill said CVS needs to adjust its square footage but that the mini-clinics are a "great experience. Gill said "there's hundreds and hundreds of small health plans out there today" that ESRX is aggregating. Judge on Monday's Halftime said he "first reported" HLF's sales-forecast cut on Sunday night.

Steve Weiss said of HLF, "This is going to be a battleground stock for as long as it's a public company. Citing VRX, Josh Brown argued with commodity traded futures market india panel that stock prices may not be assurance of anything, curiously stating "there are technical and mechanical aspects of these types of trades that can give you a price that's way far away from what the market will ultimately be willing to pay.

Joe said he's "not ready" to buy LB; he's in COST. In a fairly hilarious, sorta out-of-the-blue type of comment, Joe said he'd buy puts in either SHLD or JCP. Jim Lebenthal, practically on cue, said "there's really no comparison" and that SHLD is the "obvious" one for buying puts. Steve Weiss said he bought CERN during the show based on Donald Trump's remarks.

Jim Lebenthal predicted a good quarter from the RV names Thor and Winnebago. Josh Brown said to buy V and MA rather than retailers. Joe said he keeps adding to MSFT. Mel brought in gorrrrjus CNBC International superfox Hadley Gamble for a rare 5 p. Jim Lebenthal is a wonderful patriot and savvy investor who has much to offer CNBC viewers. Last year, his astute picks impressively won the apparently now defunct CNBC Halftime Portfolio Challenge.

But his televised value refrain for at least the last 6 months is about as uninspiring as "Phil Packer's" date with Linda below. Every appearance, it's GM, JCP, QCOM and maybe CSCO and a vow to buy more NKE under 50 and a prediction that the switch from value to growth is just around the corner. Later, "Value has outperformed growth the last 2 days," Jim claimed, though Josh Brown dismissed that as "end of month rebalancing.

Jim's final trade was QCOM. He conceded there was no follow-through in that name after AVGO's report supposedly because of a "Friday lull here"but he predicted one next week.

Good stock calls matter whatever the market. But Jim's not gonna be Johnny Bravo with his macro insistence that the same collection of dogs is going to start outperforming the FAANGs or V or PYPL surging since the Ira Sohn champ's short call. Friday's overstaffed beginning of the Halftime Report nevertheless delivered a provocative thought from Steve Liesman that photo wasn't from Friday's showwho said, "The only thing that's ever worked for me" regarding interpreting bond yields is that "bond yields reflect the outlook for inflation.

Josh Brown, on the other hand, offered, "Sometimes the bond market's not really telling us anything. Liesman said the jobs number is "about right. Santelli scoffed that that's what they do in Europe. Amato claimed there's more "synchronized global growth now than we've seen in 5 or 6 years.

Link added, "I've been at conferences all week, and companies sound really good … across the board. The end of the war on business. I'm borrowing it from Kudlow. Oh, stop," chided Josh Brown, questioning if the stock market under Obama suffered from a "war on business. But this time Judge helped out Jim by pressing Brown if he doesn't see a "different tone" toward business from the presidency now. Brown responded, "Oh, no question. But what does that mean. Jim Lebenthal asserted on Friday's Halftime that it's "absolutely wrong to put Apple or Google in the same category as Netflix and Amazon from a valuation point of view.

And all of the FAANG are. Josh said it's interesting that Tom Lee is leaving out health care in his new assessment. CNBC's Meg Tirrell said she was leaving for the airport "in mere minutes" to head to Chicago for ASCO where they're probably going to talk about building self-driving cars.

Jon Najarian suggested TGTX as an ASCO play based on "some upside call speculation. Steph Link said she owns ALXN. Jim Lebenthal said, "Alexion is a steal at these prices.

Steph Link said the prospect of going after Toshiba assets was holding AVGO back; she still thinks you can buy it. Josh said W has been a "really really tough name for people betting against it. He also said January snicker 90 calls in CVS were popular, and the buying was "quite greek letters options trading. Josh Brown said BMY looks to be setting up for a big move; he thinks it might be up.

Doc said ABBV September 70 calls were popular. While most Halftime Report and Fast Money panelists continue to tout owning bank stocks for whatever reasonDick Bove on Thursday articulated several convincing points as to why financials might not be taking off anytime soon. Bove scoffed at the notion that bank stock performance is tied to interest rates.

He downplayed "all this yield-curve stuff. What makes one bank stock different than another. Yes, we know … Jamie Dimon's soooo great … and these other guys have a wealth management arm!!! To that question, Bove offered, "Banks have no vision. There is no vision as to where this company's gonna be years from now, uh, this industry's gonna be years from now. Joe Terranova insisted regulation has forced banks to keep a "tremendous amount of capital" on their balance sheets.

Bove said if that capital gets released, it's positive, "but you know, it's not as positive as I once thought. While we disagree with Bove's assessment that the ability to lend has "evaporated," there's definitely nothing exciting here, it's a very boring industry that's going to have trouble innovating anything deemed moderately risky, and we can't fathom why anyone would favor these stocks over whatever's working in Silicon Valley.

Browne claimed rates are starting to "bounce back," but Judge questioned whether "1 basis point" qualifies as "bouncing back. Joe said the big banks are in a "consolidation phase since the beginning of November. Karen Finerman and Guy Adami on the 5 p. Fast Money both endorsed banks. Guy said he thinks the XLF against 23 works. We wanted to high-five Karen for picking up a theme from this page, stating not our '86 Mets analogy that market excitement is more than just the prospects of Accounting treatment of buyback of shares in india Trump's "agenda" snicker in Congress.

Josh Brown on Thursday's Halftime said MCD is a great company with a "completely berserk" stock price. Brown said it's "so easy" to play it to the long side with a moving average as your stop. But Joe conceded that UberEats, foreign strength forexoma 1000 plan the yield are contributing factors. Jon Najarian said MCD customers are "upsold" into higher-priced items by the "new electronic boards" that make it "hard to find" the dollar menu.

Doc said he likes JACK and SONC in the space. Josh said, "There are a lot of names in this group that look like McDonald's. In an iffy conversation that really settled little, Jeff Kilburg on Thursday's Halftime Report said he thinks there's support for crude at 48, that it's the bottom of the range.

Jim Iuorio said he's still looking at Jon Najarian noted that NBR has slid since free no download cp money maker mentioned the popular July 11 calls a week or so ago but said he's still in them, though the state trading corporation of india ltd share price noted some buyer rolled down from 11s to 9s.

Doc said someone's aggressively buying June 10 calls in OAS. He said he'll probably be in for 2 weeks. He also noted the gains in casino stocks.

Josh Brown said if you're long EXPR, what do you expect; "it's one of the ugliest charts I've ever seen in a sector that's known for ugly charts.

Erin Browne likes XLI. Doc said DG beat and was holding onto gains. Doc said he's going to stay long LULU calls into earnings and he was mulling whether to sell puts.

After deadline, that decision looked awesome. This review was posted after market hours. Erin Browne called small caps "underowned. Josh's final trade was SCHW. Joe said he added to PKI. Doc said he got long CBI during the show because of upside call buying. Erin Browne touted EWJ. Jon Najarian noted that GM went up a dollar and a half since the lawsuit last week.

Phil LeBeau told guest host Judge on the 5 p. Fast Money, "We're past peak auto. Sitting down with Jon Fortt during Thursday's Halftime Report, Intel chief Brian Krzanich said something curious. So you'll get to work faster. The argument for driverless cars is that they won't slow down in heavy traffic as much as cars with drivers? One definitely valid argument is that driverless cars won't slow down to view accident scenes and cause "gapers delays. Then there was this: Or, you know, you'll not, not, eventually not have to park the car, just tell it to go drive home.

And our commute times are going to shrink? Stock market volatility and hyperbolic discounting said car cameras will help in searches and surveillance. He said climate change is a "real issue" the U. In an unexpected clunker, Judge brought Marc Faber to the set of Wednesday's Halftime. Whatever Faber said about the stock market, who cares. Faber seems like a nice guy; we wish him well, but like all his other market commentary, this interview was downright embarrassing, a colossal waste of time and no ads for 29 minutes somehow and potential ad revenue, particularly a day after a crisp, impressive go-round with Lee Cooperman.

Meanwhile, panelists took halfhearted cracks at AMZN-vs. Joe Terranova said "the better buy is Amazon" over Netflix. Judge for some reason asked him again at the end of the conversation. Kevin O'Leary questioned how much profit Netflix can get from content; "they're getting into a business that has a very crappy return long term. Steve Weiss euro rates in pakistan history he owns NFLX.

Kari Firestone suggested banks will start to outperform again. O'Leary scoffed that financials are "a dog in the making. Scott Nations said crude is in a range. Kari Firestone's final trade was AGN. Weiss said bonds will trade down. Judge got the interview; no one else on CNBC did. Early on Tuesday's Halftime Report, Lee Cooperman said, "I've entered into what's called a no-admit, no-deny settlement, risk of binary option 60 second strategies that work prohibits me from commenting on the government's allegations or the strength of my defenses.

I believe that the outcome speaks for itself, um, and I'll leave it at that. Judge asked if Lee worries that some people may "think motley fool one stock you must buy you're guilty that you did something wrong, because you settled. Because Lee admitted, "If they asked me initially for the final ask, I would've accepted it knowing it would've saved my business.

The only time Cooperman interrupted Judge was when Judge asked, "Had you been banned; you mentioned they, they were seeking at first a 5-year ban. What did they learn? Now I have some theories, which I'm not at liberty to discuss. But what did they learn? It's possible the presidential election might've been asian markets stockton best thing that happened to Cooperman.

As in his previous Halftime appearance on this subject, Cooperman complained about being subjected to this case — and this time, how the SEC characterized it. I didn't- I didn't say I denied guilt, I didn't admit to guilt. So what is she saying; she left out the word 'alleged. Lee said he was once advised not to fight wars with the press and how he probably shouldn't fight wars with his regulators. He suggested Hank Greenberg was also abused by the system.

As before, he referred to the giving pledge. I've taken the Giving Pledge with Mr. Buffett and Bill Gates," Cooperman said. Judge noted Goldman Sachs pulled money from Cooperman. I was disappointed, but, uh, they again were advised by fiduciaries, and they felt they did what they had to do," Cooperman said.

He also said his lawyer "really cared about me" and "focused on me. Judge made a couple mistakes. He said in the intro that Cooperman was "settling insider-trading charges with the SEC," which is true.

But he never told viewers what those charges were or that the case discussed on Fast Money last September with a New York Times reporter included "family drama" involving a son and a grandson.

Judge opened with, "When you were here earlier in the year, you made greek letters options trading clear you had no intention what does nasdaq mean in stock market settling this case.

So the idea of "no intention" is absolutely bogus. In fact, if Judge actually believed his own opening question, he would've turned the tables on Lee and asked, "You question why the SEC changed its offer after 7 months, but why did you change your willingness to settle over the same time period? My lawyers told me that, uh, the the stock market barometer download of my winning would be overwhelmingly high, and if I didn't win, it had nothing to do with the merits of the case.

It would have to do with the fact that uh I'm a former Goldman partner, I'm a hedge fund manager, I'm wealthy, and those are unclear factoids and impress juries.

Um, and, uh, that the cost of a trial would be probably 15 to 20 million dollars and go on for a couple years, because if we did win, uh, we would likely see appeals. He also said on Jan. Reviewing television, it's sort of this page's chosen responsibility to determine what this person was saying. We don't know anything about the merits of the case, who would've won or who should've won. If there was a big witchhunt in progress, and a bunch of young regulatory lawyers looking to get notches on their belts with bogus prosecutions, then we'd see far more cases like this.

At SAC, people were convicted. Cooperman's charity statements have always been the weakest overstock.com marketing strategy of his argument. Giving money, however noble or generous, doesn't put one above the law, and it has nothing to do with Atlas Pipeline Partners.

Unfortunately his lawyers failed to persuade him to stop blaming the SEC for preventing kids from going to college. We don't know what happened. We don't know if he did anything wrong. We do know that Leon Cooperman settled a case he vowed to fight. We also know the government's punishment is seen as relatively light and that the New York Times suggested Cooperman is the "victor" here.

He says he's not allowed to deny the allegations. The guess here is that, in his late 60s at the time, he got careless. Lee Sub broker franchise stock broking said something on Tuesday's Halftime that should really make viewers cringe — and it had nothing to do with the SEC. Stressing the importance of a college education, Cooperman stated, "The lifetime earnings of a college graduate is in excess of a million dollars more than a non-college graduate.

Because the world's highest-earning people tend to go to college. Software for indian stock trading because college turns Average Joes into high-net-worth individuals. Being a doctor or lawyer requires going to college. Being a financier virtually does. Founding a unicorn does not. Trading real estate does not. Does anyone think the president of the United States went to Princeton to learn how to build hotels?

Judge on Tuesday's Halftime showed a graphic depicting Robert Shiller and Jeremy Siegel in the bullish camp and Paul Singer and Seth Klarman in the pessismistic camp and asked Lee Cooperman for his thoughts. Lee called Singer a "brilliant, brilliant man who's been bearish for 5 years … I think Paul is doing a good job of warning people, and uh, but he's been warning people for a lot of years.

Cooperman told Joe Terranova, "What is likely to end this, would be a big turnaround in energy prices, tightening labor market, an escalation of labor costs. He also likes DOW, though forex lund central referred to "Dan what is the primary function of a stockbroker Breen.

The Najarii hardly had to talk. Judge conducted a remarkable interview with Lee Cooperman on Tuesday's Halftime, which this page will tackle soon. Amazingly, however, despite a crisp performance, Judge actually asked Cooperman about Robert Shiller's loopy interview last week that no one else is taking seriously.

That Shiller put out a report to attract attention only to say street smarts high probability short term trading strategies free download TV he doesn't really believe in anything.

Honestly, we're surprised this interview has even been mentioned since the day it happened. Much more from Tuesday's Halftime later. Like a bad trade, he's unable to let it go. For yet another day, Judge somehow mentioned Robert Shiller's Wednesday interview at the top of Friday's Halftime before welcoming on Jeremy Siegel.

This despite the fact Shiller said absolutely nothing, claimed his whole assessment was basically nothing but that any number of outcomes could happen, acted like he didn't want to talk about it, and oh by the way, every other CNBCer taking part deemed it irrelevant.

Why Judge doesn't regard this the same way sighwe have no clue, except it was his interview, and he can't find anyone else with a more constructive opinion on the stock market. Siegel revealed, "I emailed Bob; I said, eve online make money with a freighter you bullish?

So we're still not sure whether Shiller, despite Judge hyping this laughable interview, is even bullish. Siegel said "the momentum is there" in stocks and for those worried about overheating, the P. The point is, which no one really has the brass to say, this market for the first time in a dozen years, maybe since actually, is exciting, it's the place to be, it's like the s again, and it won't always go up, but you've gotta be there regardless.

Grandpa Jim Lebenthal asked Siegel, "If this market breaks to the downside," won't growth investors look at value as a "metric. Jim suggested if AMZN is down 4 days in a row, "all of a sudden, people are gonna get queasy.

Josh Brown though said there could be a "big gap" between when the value stocks start to climb after the market meltdown. Brown also said the market doesn't have to crash but could just stagnate for a while. Josh shrugged that the argument about only a few stocks carrying the market is a "forever thing.

Judge said at the opening that the "top trade" for Friday's show is whether the market earn money on currency exchange "overheating" or going into "overdrive" sic CNBC compares verbs and nouns, not exactly punchy. Steve Grasso on the 5 p. Hopefully, Dowdy packed a swimsuit. Mel said Dowdy's assignment was like "slave labor.

Karen Finerman on Friday's 5 p. Fast Money said, "I'm long Valeant," acknowledging "it could go to zero. Karen said she finds ULTA "too expensive for me. I use Uber; it's so much easier. Fast Money impressively aired some tunes from "The Love Boat. Jim Lebenthal on Friday's Halftime said he finds ULTA "fascinating," because "young people are just gaga over makeup. Najarian also gushed about MSFT and said he'd stay long the name. Doc said to stay with CTSH.

Jim said he's "a little miffed" for selling BA at Josh Brown said MCD has made 30 all-time closing highs in Josh said he's not really into KORS; he doesn't know why someone would look at it when there are so many other names doing well. Jon Najarian on Friday's Halftime said he wouldn't give CVX a "sell," but he thinks there are better energy stocks, such as NBR.

Jim Lebenthal said he prefers buying the rest of his NKE position at 49 energy plays not tied to the price of oil such as refiners and pipelines; "I think oil is stuck in a trading range. Josh Brown kind of agreed with Doc, there are better plays than CVX. Jon Najarian said someone was buying RRC June 24 calls and selling the June mt5 forex trading portal calls.

He also said there was buying in WPX. Hollywood mogul Peter Guber, for some reason a phone guest on Friday's Halftime apparently because he's a part owner of the Golden State Warriorssaid the NBA Finals ought to be exciting. Catching up with the turn of the century in entertainment, Uncle Judge told Guber, "It certainly seems like superheroes now are how to buy htc stock the rage and that's where the studios are putting their money behind.

Meanwhile, Jon Najarian reiterated that he likes PANW, but Josh Brown said the stock tends to disappoint at earnings earn money selling grit he'd rather buy after earnings. Doc said, "If something's bad here and things fall apart, you could get a chance around That would be fantastic.

Josh said he'd rather not buy WDAY ahead of earnings and risk a tumble. Doc said October calls in MAR were being bought. Microsoft stock price today nasdaq said the XLF is trying for a breakout. As usual, the Halftime crew offered barely a tepid endorsement for this raging stock market.

Pete Najarian at least said he's more inclined to pick "overdrive" rather than "overheating" sic CNBC comparing verbs and nouns for stocks. Judge said the risk to the market "seems to be to the upside. It's not a question of what inning. It's an answer of, this market is to stock players what was to Mets fans, and if you bail, you're a moron. That paying dividend to retained earnings mean every day is up — there will be disasters too such as retail or auto-parts shops — only that collectively, this is the place to be.

Joe Terranova said "the asymmetric risk to the upside" is that taxes get done this year, retroactive to the start of the year. Pete Najarian said financials "have quite a bit of room to the upside," and that's what takes the market higher. In the show's howler, Jon Najarian pointed to GS last week going from to and said with a straight face, "Stephanie correctly called that you know, a lot of these stocks were rolling over on that particular day. But 3 he's being a TV gentleman, which we'll applaud him for.

Jackie DeAngelis said "sideline conversations" continue in Vienna. Jon Najarian on Thursday's Halftime said he's in AMZN calls, but as 1, nears, he's planning to lighten up.

Joe Terranova suggested AMZN could reach not just 1, but 1, Making up for his "old playbook" refrain, Steve Weiss made a great point about buying AMZN, explaining he'd feel "a lot stupider" if he bought it and it went to rather than if he didn't buy it and it went to 1, Although, it's also fair to say that missing a moon shot which everyone does every day is NEVER as significant as buying a dog.

Meanwhile, Pete Najarian and Doc hailed BBY; Doc noted the "discipline" of making cuts that AMZN has forced upon BBY. Joe Terranova noted that BBY has benefited from the hhgregg closure. But enormous trends are working against them. We can't imagine a loopier stock thesis than chasing BBY on Thursday; months from now, CNBCers will be agreeing that "You can't outrun Amazon forever. Matt Boss of JPMorgan gushed about PVH on Thursday's Halftime, saying it has "diversified their distribution" and has a "huge runway" internationally.

Jon Najarian said the key is that PVH has "iconic names" and not bricks and mortar. Boss also likes TJX and the off-price sector.

Doc pointed out liking PVH a week ago at 96, a great call, and while easy forex us likes the name, he suggested selling "aggressive calls into it.

We weren't particularly interested in hearing Mick McGuire spend 20 minutes of Thursday's Halftime talking about how important franchising is for BWLD.

Judge said McGuire got a "pretty decent victory" from ISS recommendations. McGuire said it's "certainly a very good start. Phil LeBeau reported on the GM class-action suit. Jon Najarian wondered aloud, "Where do you getpeople to sign on to that lawsuit Scott if there's no, no fire at all, just smoke.

Stephen Weiss said of CMG, "I still don't get it" and called the stock "way overvalued. Pete How to raise money for dog surgery said "turkey's the problem here" at HRL.

Pete also hailed TTC even though it was down Thursday. Pete said there's been very forex trend navigator.exe buying of CL August upside calls.

Doc said someone was buying a lot of September 32 calls in MGM. Doc said someone bought January 8 calls in S, sold the 9 calls, "and then they sold a whole bunch of puts. Jeff Kilburg though said, "I don't see crude oil going lower here," and he's a buyer at Weiss said he added to DATA.

Pete said he's "amazed" at the speed of UAL's recovery; he touted PEP. Doc endorsed SWN, and Joe touted MSFT. She looked, as always, dynamite. But Karen Finerman had jaws dropping on Wednesday's 5 p. Fast Money not for her appearance … but lunkheaded endorsement of Jeffrey Immelt. Karen said of the worst Dow laggards, "GE is probably the most interesting to me. But Karen actually with a straight face called Immelt a "great CEO" plagued by "a lot of different things that are beyond his stocklands nowra opening hours to, you know, the financial crisis, and GE being in that situation they were in.

What did his stock do in in his first 7 years before the financial crisis? And how much money has Metropolitan Capital invested with this "great CEO" in this century? Guy Adami said he too forex aeron ea GE interesting but noted, "they basically got out of GE Capital at the wrong time and they got into energy at the wrong time.

We've never met Immelt. We've read articles about him Vanity Fair actually once hyped him up, in a sweater surrounded by stiff-looking GE department heads.

We've seen him on CNBC. No doubt, this is an engaging fellow. His heart's in the right place. If you are going on a retreat to talk about the New Economy, this is possibly your No. That, and the fact GE owned CNBC for a long time, is why CNBC personalities have regularly somehow defended him. But when it comes to running a conglomerate, he sucks. Look at the chart. This site has pointed out multiple times that for some unknown bizarre reason, Immelt's most passionate public endeavor had nothing to do with GE but pleading with people at Notre Dame not to walk out on President Barack Obama's speech in Notice how long that article is.

Credit Jim Cramer on Wednesday's Halftime for revealing that CEOs of top industrial companies deem GE's cash flows a "real bad sign"; Cramer says it's "do or die" for Immelt.

It took 8 minutes of Wednesday's Halftime before Stephen Weiss, not Judge, pointed out that Shiller is actually making a year assessment. Weiss said it sounds more like an anti-bond call than bullish stock call. Shiller said "Yeah, I think that sounds right, yeah. Pete Najarian said of Shiller, "He said 10 years, but he said somewhere between now and 10 years. Nice choice for interview subject, Judge.

Shiller said his CAPE ratio is at 30, and in the late '90s, it went from 30 to 45, and it could do it again. Judge asked if earnings and the economy alone, "in and brokerage for penny stocks itself" sic singular for plural topiccan carry stocks higher without Washington help.

Eventually, Jim Cramer, who was on the panel, said what Judge somehow failed to notice, that Shiller "obviously wanted to walk it back," and "what he's really basically saying is I wish that you guys hadn't focused on the Kourtney Gibson claimed, "I think we're getting into a cycle now where finally, finally, stock pickers are going to come back into favor.

Pete Najarian said financials have "paused," and the next leg is up. In the day's most interesting trade, Steve Weiss twice said during Wednesday's Halftime he bought X for a trade after submitting a low bid. Actually, that reminds us overstock.com marketing strategy Karen Finerman stating a couple days ago that she was reviewing oilfield services stocks and found analysts highly bullish across the board, making her wonder who's left to buy.

Cramer called Ed Breen "maybe one of the greatest value creators of our time. Jon Najarian, who had a quiet show translation: Steph wasn't on to talk about the Trump Trade rolling overtouted PVH, a good recent call. Doc said there was a lot of activity in NBR July 11 calls. Pete Najarian lauded BBY's competitiveness against Amazon.

Pete said LNG July 55 calls were popular. Jeff Kilburg said Moody's issued a "pretty mixed downgrade" on copper. He said he likes it based on Chinese infrastructure. Anthony Grisanti said if the dollar rallies, there's more pain ahead for copper. Doc's final trade was HYG. Pete touted WDC and said he owns it.

Ron Insana briefly sat in with Tuesday's Halftime crew and said "we're certainly due for a pause" and insisted "there's a lot of political risk that is absolutely unattended to in this market. Jim Lebenthal said the market is "comfortable" if Mike Pence becomes president.

Jim said "we're stuck in general" and said "military action" is the only thing that can break the market out to the downside. Rob Sechan said there's a "tremendous amount of cash on the sidelines. Pete Najarian said you can find what you need in U. Insana continued to warn of political risk, but Judge said any impeachment talk is happening "way way way prematurely. Joe Terranova, from San Francisco, said he's "a little bit amazed" about the conversation.

Judge said "we get that," but what takes it to the next level. Joe said "the reassumption of the uptrend" in cyclical names. Jon Najarian, also remotely, said VIX futures are now back in contango. He also said the oil VIX is down near the lows of the year.

Pete Najarian scowled at Jim's suggestion that 3 tech biggies are carrying the market. Stephanie Link said she still owns AMZN but still worries. Pete Najarian said the stock thrives on "the stickiness of Prime. Judge on Tuesday's Halftime said Adam Jonas is wondering about Google's competition for Tesla.

Jim Lebenthal agreed that "everybody's getting into it. Pete said he thinks TOL goes higher. Jim said he's not all that surprised to see AZO slumping; he thinks it probably continues. Stephanie Link doesn't want to be in DSW. Rob Sechan said "value mean reversion" is the reason to buy energy. Bob Iaccino said silver should outperform gold in the medium term.

Anthony Grisanti agrees but thinks the economy needs to strengthen for a breakout. Judge reported on HLF developments and said CNBC has "several calls into Herbalife for comment" but had yet to hear back.

Stephanie Link bought more PM on Tuesday. Pete Najarian made DLTR his final trade. Judge hardly let Pete answer his question about how Amazon affects discounters. Steph Link said she's been buying CSCO on the pullback. He said he doesn't think TSCO has bottomed. Jim didn't say anything this time about people thinking a couple years ago that JCP could be another Neiman Marcus, which oddly enough was the first time we've heard that thesis, not even during the Ron Johnson tenure.

Jim Lebenthal on Monday's Halftime Report actually said with a straight face that there was supposedly a thesis a couple years ago that JCP could "migrate" sic into a Neiman Marcus. That came after Judge let Jim deliver another speech on JCP Note: If you can't make an argument for a stock in a few words, it's not really worth owning in which Jim said, "I got into this because I saw improvement in the cash flows, and I projected that that was going to continue, and it has continued.

Jim said, "At 4. Phil LeBeau was enlisted on Monday's Halftime to summarize the brief history of Mark Fields' F. Judge said, "I just don't get it," asking LeBeau how, if you can't grow your stock when car sales are "at a record high," then "how the hell can you grow your stock price when, when, uh, sales have arguably peaked" a question also asked by Guy Adami at 5 p.

LeBeau said the board believes "Hackett will make Ford move quicker … Look, there's a lot of institutional bureaucracy there. But Jim Lebenthal, who likes GM, said cars should get a boost from the improving job market for millennials, and as for the future of sharing cars, he made a sippy-cup argument.

Jim insisted that fears of Silicon Valley sinking Detroit are no different than Webvan in the s. Sarat Sethi said there's "not a lot of downside" to owning the automakers now especially with the dividend.

Fast Money admitted there's some "macro issues" for all the automakers 5 years from now; "are people gonna have their own cars. Sarat Sethi called the BX Saudi Arabia position a "good catalyst" for the stock. Sarat Sethi said this is a good time to buy QCOM but that many will avoid it until the Apple issues and the NXPI acquisition are over.

Steve Weiss said he owned QCOM inand he had an target then, and "it's never gotten there! Josh said not to trust the XRT; it won't hold Fast Money said she still has a "pretty big technology bet," touting GOOGL as well as financials. Karen also said she was looking up oil-services names and found "the analyst community, it's almost a universal buy … with price targets significantly higher than where they're trading," which makes Karen wonder who's left to buy.

But Tim Seymour said he likes HAL. In a tepid that's being nice opening 18 minutes of Monday's Halftime, panelists gave the stock market a lukewarm endorsement. Josh Brown at least stressed that there's lots of strength in this market, pointing to JNK and its "super, super-bullish chart" and noting the SMH is right back to yearly highs after fears of a blowoff top. As for sentiment, which was Judge's opening hook, Brown said the "elephant in the room" is the quant funds that are "completely divorced from any of this nonsense about I trust Trump or I believe in the agenda.

Mike Santoli said "there's that sense out there that it's late. Jon Najarian on Friday's Halftime took a small but deserved victory lap on his suggestion a couple days ago of a possible VIX peak, a premium that "virtually vaporized.

Kari Firestone said Bob Mueller provided a "security blanket" to the market. Firestone pointed to 4. He said he put out a note touting a "tremendous opportunity" at It might well work out next week but didn't work on Friday. This item was posted after the market close Friday. Jim Lebenthal said NKE is on his "watch list," he has a half position and had a Jim congratulated himself for not buying NKE at Jon Najarian on Friday's Halftime said WMT June He said he'll be in them " weeks.

Josh Brown, again without Kevin O'Leary in the way, said if Jet doesn't work, no big deal, "it's like a rounding error" for WMT. O'Leary would say WMT could be doing its own version at a "fraction" of the cost. Kari Firestone said WMT is still "an enormous presence of brick and mortar across the country that may or may not survive in its current form 5 years from now.

As viewers wondered what Judge's criteria is for taking panelists out to lunch, Jim Lebenthal on Friday's Halftime grumbled that it's difficult to "paint such a broad brush stroke" and deem all tech the same; he said IBM doesn't look anything like FB, and NVDA doesn't look anything like QCOM.

Hmmmm … we didn't realize a big problem on Wall Street is people thinking IBM and FB are in the same business. Jon Najarian said he's a seller of puts in PANW. Josh Brown called PANW "the wrong one" with the "worst chart" in the space and a "falling knife," but he said CHKP looks "phenomenal.

Jim actually said CSCO is starting to look like IBM and said CSCO can do things with cash. Josh Brown on Friday's Halftime said again that the lesson with DE is not to be suckered by a cheap P. Jim Lebenthal made SYF sound useless before concluding it "doesn't excite me. Jim Lebenthal, a quote a minute on Friday's Halftime Report, said to "keep it simple" and "follow the rig count" in the oil space. Jim said OPEC "can't afford to cut. Jim told Josh Brown that pipelines aren't "tied to the price of oil" now that oil's stuck in a range; it was different when crude went from to Josh insisted the dividends may not be as "sacrosanct" as they seem "if oil doesn't do X, Y and Z.

Josh Brown said it's hard to say which defense stock will have the best quarter and suggested the ITA. Jim said to keep an eye on BA; he'd like to buy it around orand he said he sold it earlier atfor those interested in previous winning trades.

Kari Firestone said she likes LDOS and expects it to track defense stocks, albeit delayed. Jim expects another TIF beat. Josh Brown gushed about JPM. Thursday's Halftime Report was partially preempted by the Times Square tragedy; both before and after, usually chipper Mario Gabelli was flat as a pancake.

Kevin O'Leary took a minor victory lap in shrugging off the Wednesday selloff. Josh Brown said Thursday's bounce was "pretty textbook" after what happened Wednesday and the smoothness leading up to it. Mario Gabelli said that from this administration, "tax reform is totally necessary, territorial vs. Judge briefly yielded to gorjus Ylan Mui, who conducted a fine interview outside the Steve Mnuchin hearing with Liz Warren, whom we often disagree with, but we'll give Warren credit for making articulate points in brief soundbites and Mui for asking good questions on the spot.

Warren carped that Donald Trump claimed to want Glass-Steagall but that Mnuchin said he doesn't think commercial and investment banking needs to be split. Mario Gabelli said he likes FCB. Judge said Gabelli was "payin' the piper" on CSCO. Gabelli responded, "I don't own any. Josh Brown said WMT is having a "clear and present breakout.

Judge called that a "very compelling argument. Brown said they're talking about ecommerce, not social media. Mario Gabelli said he owns ORLY and GPC but not AZO.

Jon Najarian, via satellite, said he thought BABA was "overdone" at and said some people started buying a bunch of calls from to Judge said Wedbush actually upgraded SHAK to buy. Josh admitted the high valuation "hasn't been cured" but said the stock has an "investor base. O'Leary said the company is "irrelevant" and called it "nothing burger. The food's fine but nothing extraordinary and highly expensive, and this is a massively competitive space.

Jeff Kilburg said you can have the "perspective" of fading the year but said it'll stay in a range. Anthony Grisanti said he can see the year hitting Gabelli said he likes MWA as well as RSG and Case New Holland. Kevin O'Leary said he's intrigued by Mario Gabelli's interest in RHP. O'Leary seemed most excited by the Atlanta Braves play of BATRA. O'Leary grumbled that BATRA is merely a "tracking stock. Fast Money featured Tim Seymour talking over himself and stumbling into a flap with Steve Grasso; we quickly lost track and interest.

Kevin O'Leary on Wednesday's Halftime Report called the day's correction "not a big deal" and merely the "pause that refreshes. Jon Najarian opined that Wednesday or this week could mark "peak insanity" out of D. Judge said we're a "long way" from impeachment proceedings.

Josh Brown said stocks roared for 24 months after the most recent impeachment, and perhaps the market wants President Mike Pence anyway.

Brown also said he doubts that an impeachment trial would take place over one memo, and he said Wednesday's market is not unusual, it's everything leading up to it that's been unusual. All 4 of those being excellent points. O'Leary insisted that Middle America considers this little more than noise. Insana dubiously claimed, "We should be more focused on the 25th Amendment," the clickbait point he's been making in the blogosphere.

But O'Leary correctly took issue with Insana's repeated insistence that things get worse before they get better, stating, "It gets more entertaining before it gets better. Jim Lebenthal contended that the market has decided that Mike Pence will become president and that Pence "will get the Trump agenda done better than Donald Trump will.

People really are starting to like a different style," O'Leary said. Kevin O'Leary on Wednesday's Halftime Report said he's always long heading into the ASCO meeting, and he uses the IBB.

Jon Najarian said he likes BMY and CELG. Josh said he'd be long IBB and said he likes BMY and AMGN. O'Leary said he loves JNJ. Meg Tirrell, who delivered multiple reports from JNJ's day, told Judge something many would love to hear: Jim Lebenthal on Wednesday's Halftime cautioned about TJX, "When you get one miss like this, it's kinda hard to come back.

Discussing F on Wednesday's Halftime, Jim Lebenthal decided to use the word "plateau" to describe auto sales. Judge pounced on that and demanded to know how Jim can like GM; "you just made the case not to own, not to buy an automaker. Jon Najarian said SBAC September calls were popular while the s were being sold.

Doc said he likes RRGB and JACK and that consumers seem to like custom burgers more than assembly-line variety. Kevin O'Leary said every time DIS sells off, he buys more. Jeff Kilburg said "the reason to own gold makes a lot of sense. Erin Browne said to buy regional banks. Kevin O'Leary touted his own product. Fast Money said the selloff could take us back to where we were a month ago and observed, "Interestingly today, retail didn't do that badly.

It all started when Stephanie Link opined, "All of the Trump trades rolled over, and rolled over hard. That set off Jon Najarian, whose Cheerios were obviously peed in before he took a seat on Tuesday's Halftime Report.

They rolled over and rolled over hard? Yeah they sure have? Steel and Freeport rolled over, you'd be right. But you're not right about these others," Doc scoffed. How is that a Trump stock?? Grasping for help, Judge summoned Ron Insana to stop the bleeding. Insana said, "In a certain sense, energy stocks have become Trump stocks.

Judge then made a mistake, telling Najarian, "I can pick any, any stock in the market to support my point of view on anything. Show us a chart that proves coal is ripping. Then Link made a bigger mistake than Judge, telling Doc, "But that's not the point you're trying to make. I'LL TELL YOU WHAT I'M TRYING TO MAKE!! You don't have- you don't have this little kid inside my head telling me what I'm doing Steph.

He explained later on Twitter why he said that. Pete Najarian jumped in guess which side he tookstating, "Rolling over is not what they're doing. That's the real difference. And try watching this whole thing twice. At the end of the show, Doc said, "I'd be remiss if I didn't say I apologize Steph. Got a little heated. But uh, I luv ya" sic spelling per s Houston Oilers.

Link said, "Luv ya too. Well, when the Halftime gang needs a smile, there are few better subjects for this crew than NKE. Guest Corinna Freedman said her NKE "buy" call is based on footwear outperforming athletic apparel.

Freedman told Pete Najarian the 70 target isn't too high of a P. Freedman actually mentioned "3-D printing" snicker as a boost for NKE. Meanwhile, reaffirming his belief in a more defensive posture, Joe Terranova said he'd trade a WYNN for a MSFT because the "optics" on MSFT are "far better long term. If you own it at the end of the day, isn't that like buying it? Pete said Citi's "sell" on PFE "surprised me.

Pete said he created a spread. Joe called CXO, PXD and EOG the "3 winners" in the shale space. Brian Stutland said the euro could reach 1. Jim Iuorio said "it could be a crowded trade" and thus could gain some momentum. Joe Terranova said of TWTR, "The right people are buying the stock.

Bhatt said they have "various" ways, including offering Robinhood Gold, which "lets customers, um, borrow money from us. Stephanie Link said, "It truly could've been a weather problem. Pete's final trade was AMAT. Link said to buy CRM on any weakness. Joe said he bought DNKN and hung a 60 on it. Karen Finerman, undeniably gorrrrrrjus below in new cream-colored ensemble on the 5 p. Fast Money, called the notion of a "crowded" trade "ridiculous" and said she doesn't know what it means and that such a cliche won't prompt her to sell GOOGL.

Seema Mody donned new blue dress and reported on JACK's gains. We almost wanted to crawl under the couch — and we were only watching from home. But we'll have to address the Doc-Steph showdown a bit later, so all we've got is the boring stuff for now. At the beginning of Tuesday's Halftime Report, CNBC's John Harwood characterized H. McMaster's remarks which encroached on the program as a "non-denial denial. Joe suggested maybe viewers "downshift" a growth strategy to a little more "value-oriented" snicker or a little more defensive.

This is the year value wins. Ron Insana, who's not normally on this program, conceded it's "surprising" to see stocks this resilient. Judge decided, "There's a seller's strike on Wall Street. Insana observed that the president could be "lurching towards a constitutional crisis" but the market would just expect Mike Pence to pass the agenda without the drama.

Insana said Charlie Cook is suggesting the possibility of a Democratic takeover of the House. Doc cut in, "Absolutely no chance, Ron. No chance," adding the market would "hockey-stick to the upside" if tax reform takes place in More from Tuesday's Halftime, including Doc and Link's rather heated debate over whether the Trump trade "rolled over," later. There was a healthy debate about colon-cancer screening and the stock of EXAS on Monday's Halftime Report, but Joe Terranova delivered the greatest public service.

He never went for a colonoscopy. Unfortunately, the first colonoscopy he went for was the one that told him that it was too late," Joe said. The prep is not hard. People should do it. Monday brought one of the Halftime Report's best debates in recent memory, as Citron short seller Andrew Left dialed in to defend his short-EXAS call … and even take on the CEO.

Judge questioned if Left billing his EXAS call as his "most important report in years" is maybe a "little hyperbolic. Judge asked Left for "evidence" that EXAS' Cologuard product doesn't work.

He said the company is "trying to have people think there's an alternative to a colonoscopy. Left said, "Well, zero is easy," stating, "Blood-based DNA cancer testing is the future. Conroy said Left "mischaracterizes that study" and said the study says the "greater compliance" of Cologuard is actually "incrementally cost-effective relative to the fit test. And the doctor should choose. Conroy told Judge, "The study shows that our test does detect polyps," while allowing, "Not at the same rate as colonoscopy.

We have a long time to catch them," Conroy said. Conroy concluded telling Left his report "may be detailed," but it's "wrong. That's the benefit of a colonoscopy. Cologuard, I'm not sure how you could take the polyp out at the time of the test.

Steve Weiss said "you have to be careful with some of the surveys. Left's argument about blood-based DNA cancer testing doesn't seem a great investing thesis for Conroy, who defended his case very well, made the argument that his product benefits people who won't undergo a colonoscopy.

This is a problem for Left's position. Either Cologuard provides some value, or none. If the answer is "some," it's hard to see how the stock is a zero, unless 1 everyone starts flocking to colonoscopies or 2 a superior product to Cologuard is created.

For whatever it's worth … just because we notice these things … it seems a bit embarrassing that the description of Cologuard on the Exact Sciences website includes half a paragraph repeated. If they're not reading their own website, how diligent are these folks about the effectiveness of their product? Judge on Monday's Halftime announced that PYPL among other tech greats hit an all-time high, in defiance of the winning idea at Ira Sohn see below. Joe Terranova said you don't need a "complicated" strategy and suggested AMD now that the "dust has settled.

As for owning them, "I don't think that's a bad bet to make," Weiss said, concluding, "Political risk doesn't exist anymore. Judge insisted, "I named those. Joe said the market wasn't responding to the potential of Washington progress but the "removal of the protectionism fears. Weiss said of TSLA's price, "It's tech on steroids. Pete Najarian on Monday's Halftime said SBUX will be able to rapidly fix its "mosh pit" problem and is going higher.

Pete said he's long KO, and by the way, the November 44 calls Zzzzzzzzzz were popular. Josh Brown said sales of homes to first-time buyers "is a very big development. Steve Weiss called AIG a "pretty interesting story.

Link is trimming PH and SLB. Judge suggested SNAP this writer is long SNAP was rising on reports of big investors getting in the name. Pete's final trade was HD. This writer is long CTL. Brown offered MA, and Joe said FTNT. Jim Lebenthal on Friday's Halftime Report defended one of his favorite longs, JCP, stating, "The stock is currently being priced for bankruptcy. Take a look at the debt for JCPenney. It is clearly not being priced for bankruptcy. Kevin O'Leary wasn't impressed.

It's going to zero. But we gotta say, in this kind of department-store environment, JCP doesn't seem like the greatest buy call. This writer has no position in JCP. Kevin O'Leary on Friday's Halftime Report said the Deutsche Bank call on GE, while it didn't mention the term, is about potentially cutting the "dividend. Josh Brown, who has touted the stock for seemingly years, claimed, "I'm not long a lot of it" and said many of the issues raised in the Deutsche Bank note are "legitimate.

And he got it done. So it's Jack Welch's fault. Josh Brown called recent price action in GE "atrocious" and said the bottom of the range is 27, and if it "convincingly" closes under that, there's no reason to be long for a trade. O'Leary said he would "guarantee" GE drops below 27 if there's another "hint" of a dividend cut. Jim Lebenthal said he doesn't own GE because, despite the fact GE makes airplane engines and airplane sales are great, "They can't make enough money to justify the share price.

Somehow, we're hearing better things about SNAP since the hazmat-suit earnings call than before it. Ross Levinsohn dialed in to tell Judge on Friday's Halftime, "I'm very bullish long-term on SNAP. I think the only thing that surprised me on the earnings was the miss.

Lincoln, how did you like the … Anyway, "The engagement numbers are terrific," Levinsohn added. He said he doesn't put SNAP in the "social" category. He thinks it's a "communications platform and I think it's a creative platform. Levinsohn said, "That's kind of you. Probably not up to me. And I think Instagram has become what Facebook was," grumbling about the "fake news" he gets on Facebook that's really "heavy, heavy politics" that is "sort of messing up the entire feed.

Josh said it's "too soon" for even a "genius" to determine if SNAP has long-term traction. Mike Wilson, who resembles Peyton Manning, sat in with Friday's Halftime crew and said earnings have been "spectacular" and suggested people still "aren't on board" with the idea that multiples can expand.

Jim Lebenthal said the Trump agenda is a "big if at this point in time. Kevin O'Leary suggested 45 could be the "new norm" for oil. Wilson said he sees crude at this year. Josh Brown actually suggested all the euro exit threats "turn out to be beneficial in that they force some of the reforms to happen.

Josh Brown said, "There's like a difference between hard deregulation and soft deregu-" Judge said Ray Dalio thinks near term looks good, but "longer term looks scary. I mean, you know what that means, I'm getting closer to the end. Stephanie Link said CRM. Kevin O'Leary mentioned one of his ETFs. When they weren't talking arrogance on Thursday's Halftime, they were channelin' Yogi.

Judge reported that Jana is skeptical of some of the WFM board nominees for lack of grocery experience. Pete Najarian said "I took off half today" and said the company's had declining sales for 7 straight quarters. Joe Terranova said WFM is presently trading "at probably the right price.

That's a tough problem for retailers to overcome. Pete Najarian said June 25 calls in PPC were popular. Jon Najarian said June 29 calls in GE were popular. Judge asked the Najarians, "Are you guys always in the same trade. Sarat Sethi said "Goldman's missed the whole party on YUM" sounds like they allocated their arrogance to SNAP, see belowand he still likes the stock. Doc suggested selling SYMC puts at Joe said CXO is a "better name" than XOM. Doc halfheartedly agreed with Savita Subramanian's note that biotechs are cheap; he said there's unusual activity in BCRX.

Sarat Sethi said to buy CELG and BMY. Pete said he's "waiting and waiting" for GILD to do something; "they've gotta buy somebody," Pete said.

He also touted AMGN. Joe said biotech "scares the heck out of me," predicting the sector will get "annihilated" if there's a market decline. Jeff Kilburg said Aramco will "pound the microphone" to get crude past Jim Iuorio said crude could "easily" reach before we have to make a "decision" on where it's going.

Judge said the VIX on Thursday might be providing a "bit of a reality check. Mixing Wall Street with Silicon Valley millennials, and we have the jackpot of egomania. The Najarii since late April had been touting SNAP call-buying while dismissing the company. This writer is long SNAP, so caveat emptor. Then again, this site is free. Obviously those calls imploded in a bad way after the "horrific" report Wednesday night. On Thursday's Halftime Report, Doc admitted his call-buying disaster but said he bought SNAP overnight at " Judge said some people were put off by "arrogance" from Evan Spiegel, adding that Jim Cramer says Spiegel "needs to be hazed," a curious term given the recent tragedy at Penn State.

Sarat Sethi warned that SNAP doesn't have unlimited pockets. Doc said when SNAP shrugged off losing more than a billion dollars, "that's crap. He said he took Evan Spiegel as "confident," but "I don't know that it was the right tone for this call. But in our own version of "channel" checks, we couldn't help but notice that Wednesday's 5 p. Fast Money, in which Guy Adami astutely suggested buyers at 17, devoted its opening 14 minutes to this earnings report, then followed up with 6 more minutes later.

Judge gave it an minute stretch on Thursday's Halftime. Since Worldwide Exchange overnight, CNBC has pounded this arrogant earnings report into viewers' heads approximately every 15 minutes.

So, we're thinking major stumble here, but that this contraption isn't done yet. Then again, buying the dip — whether Macy's, Marine Le Pen or James Comey, doesn't always work.

Judge could've asked a provocative question but didn't: The Najarii frequently report trades based on unusual call activity, and many happen to flourish. But some don't, such as Doc's god-awful tandem of SNAP last week and M this week into earnings. On Thursday's Halftime, Jon Najarian observed that "overall retail sales are up. Obviously I and anybody else who had calls into this thing just saw 'em get flushed.

Sarat Sethi said it's "taking longer" for M to get rid of its weaker stores than people thought. Pete's assessment of M: On Wednesday's Halftime Report, Grandpa John Harwood discussed the James Comey firing and told Judge, "The administration's agenda is in trouble, and the administration itself is in trouble," adding it's now "more difficult for Congress to digest the issues of health care, tax reform, legislative changes to Dodd-Frank.

I don't think this means anything for the stock market. Citing forward VIX, Sechan contended, "There's fear in the market. Nobody's complacent right now. Sechan praised the market's resilience even during "a French election that got very scary" snicker. He also said Tuesday's news is a "very strong impediment for tax reform. Rob Sechan said rarely do 1st-half winners lead the 2nd half, so he suggests rotating into energy and financials.

Pete said it takes "facts" to justify dabbling in those areas. Finally given a chance, Josh Brown uncorked a provocative comment: Josh said all the "Trump trades" are lagging big-time while giant tech is soaring.

You can mark my words. Remember that I said it. Appearing on Wednesday's Halftime Report, W short Andrew Left asked Judge, "How are you. Anyway, "I think it's a wonderful opportunity to short Wayfair," Left said, acknowledging the week's short squeeze. Left said Overstock CEO Patrick Byrne claimed Wayfair is "buying revenues" and indicated the business is a "house of cards. Left said that if you approached private equity about the worth of Wayfair, they'd be asking how much you'd pay them to take it.

Josh Brown asked the question that's asked of every short trade, what would it take for you to cover, and Left provided the standard answer: Judge said Wayfair had "no comment," but the CEO will be on Closing Bell. Jim Lebenthal said that "even if you don't like it as a long, I just don't see how you short this stock," stating you'd have to ignore the Mobileye acquisition snickerand there's more risks to the upside than downside.

Josh Brown said semis have been breaking out, and the sector's great. Judge said that's true, so how come "Intel hasn't been doing anything. Doc said June 19 calls in NUAN were popular, but the stock was at Pete said NBR June 11 calls were popular.

Pete Najarian touted SNY. Josh said he's staying long NVDA. Jim backed XRT again. Judge on Tuesday's Halftime brought in Ira Sohn investment idea winner Dylan Adelman, who more than handled himself like a pro … even if we have to agree with Cramer on Adelman's thesis. But Adelman said, "eBay is a long, but, embedded in the idea that eBay is a long, implies that PayPal is also a short. Judge invited Jim Cramer to the set what a surprise, he was nearby ; Cramer took a seat and stated PYPL "perhaps is not a great short.

Adelman said that as early asEBAY can "go out on its own and basically create a merchant of record processing system in house. Cramer said "it's not a great business for them," meaning eBay, and that Alibaba doesn't want to do it.

Adelman said "Alibaba still looks into this. Nevertheless, Cramer said he was "reluctant" to confront Adelman and, "I didn't wanna come out and say, 'Listen, I think that's a dumb idea.