The "Halftime Report" traders give their trades for the second half.» Read More
"They've had enough" of the U.S." UBS' Paul Richards says of foreign investors.
Steve Milunovich downgraded IBM stock to neutral and lowered the price target to $186 a share from $235.
The best playbook for municipal bonds is "to barbell your portfolio," BlackRock's Peter Hayes says.
"This is a stock-picking market right now, and if you do it right there's a lot of money to be made," Rosecliff Capital's Mike Murphy says.
Paul Richards, head of FX Distribution at UBS, looks outside the US for investment opportunities. "New money isn't finding its way here after the outcome in DC" he adds.
After a very disappointing earnings report from IBM, Steve Milunovich of UBS downgraded its shares and said the company is "dead money over the next six months."
Earnings will be good enough to lead stocks higher, TheStreet CIO Stephanie Link says.
"We're pricing in a lot of good news that has to come through," Efraim Levy of S&P Capital IQ says.
"The stocks have come down way too far," Paul Meeks says.
"We're going to be cruising along into the afternoon," Jon Najarian says.
Paul Hickey, Bespoke, explains some companies may say performance was hurt by Washington's battle in an effort to lower expectations, and that could trigger "some short-term selling."
Twitter's revenue soared to $168.6 million in Q3. CNBC's Julia Boorstin breaks down the company's financials.
A few technology companies have been "misperceived," offering buying opportunities, Paul Meeks of Saturna Capital says.
The market is exhibiting little worry that the U.S. will default on its debt, OptionMonster's Jon Najarian says.
"These guys are going to keep executing, keep making expectations for the foreseeable future," says Craig Irwin of Wedbush Securities.
The "Fast Money" traders share their final trades of the day.
Lawmakers need to be given a reason to act, market strategist Dick Bove says.
Investors should consider the advance/decline line, Josh Brown of Ritholtz Wealth Management says.
Steven DeSanctis, Bank of America head of U.S. small-cap strategy, thinks small-cap stocks are nearing the end of their record run.
"We still have a lot to cover" is on the front of Apple's invitation to its October 22nd "special event." CNBC's Jon Fortt has the details.