Chip & tech stocks make Halftime's trades to go

Top trades for the 2nd half: AMAT, UPS & XLK

The "Halftime Report" traders delivered their trades for the second half of the day.

Pete Najarian was watching Applied Materials, which reports earnings after Thursday's market close.

Jon Najarian liked UPS.

Joe Terranova was focused on technology — particularly Facebook.

Trader disclosure: On May 14, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders: Pete Najarian was long AMAT, AAPL, BABA, BAC, BMY, BP, CSX, DD, DISCA, FOXA, GE, KKR, KO, LLY, MBLY, MRK, MT, PEP, PFE, he is long calls AA, AAL, BBY, BK, CBS, COP, CSX, DB, EJ, F, FL, GE, GS, HSBC, HZNP, IMAX, KO, KSS, LEN, MAC, MYL, NEE, NTAP, NUAN, OC, PFE, SYY, TEVA, TSX, UAL, UUP, VALE, VMW, VZ, XLF, XOM, ZIOP. Today he bought DD calls and MT calls. Jon Najarian was long AEP, BBY, CS, CSLT, EXXI, FEYE, GE, HFC, HSBC, HUN, HZNP, MAS, MCD, MDRX, MRVL, MW, NEE, NRG, NUGT, OAS, OC, PG, PVA, RHT, RRC, RYL, SCTY, SIMO, SIRI, SKX, SOL, SYK, TAP, TEVA, TTWO, TLT, UPS, VIX, WMB, XLI, YPF, ZIOP he is long calls AKS, BBY, CTXS, EQT, EWJ, FB, GE, GREK, GRPN, GSK, GTI, IDTI, LNKD, MCD, MDRX, MT, MYL, NTAP, NUAN, OAS, PG, PPC, PRU, RAD, SAP, SIMO, SKX, SNDK, TAP, UPS, VALE, WFM, XLK. Today he bought AEP, NUGT, UPS, MT calls, and UPS calls. Joe Terranova was long VRTS.