Courtney Reagan and the Investment Committee debate the Summer setup for stocks as we kick off a new trading month. Will there be a June swoon or surge?  Plus, Oppenheimer downgrading the banks, it’s our Call of the Day. And later, the Committee share their latest portfolio moves.  <a href="https://cnb.cx/3HSe4EV">Investment Committee Disclosures</a> Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

The Summer Playbook for Stocks 6/3/25

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.