Roku popped more than 20% after beating revenue estimates for Q2. HPM Partners' Jim Lebenthal owns the stock and believes there's more upside ahead as the company continues to grow its services business.
Caterpillar reported a Q2 earnings beat but trade war tensions continue to weigh on the stock. The "Halftime Report" traders debate if it's a buy, or if investors should stay on the sidelines for now.
Virtus Investment Partners' Joe Terranova bought Honeywell as a way to capitalize on Amazon's continued outperformance.
Results from the Halftime Report's quarterly stock survey, including where strategists see equities finishing the year, where they're finding value, biggest risks to the rally, and more.
As the second half of the year kicks off, the "Halftime Report" traders discuss the sectors and stocks they're betting on for Q3 and Q4.
"Halftime Report" trader Josh Brown bought Stitch Fix, but notes that it is "not for the faint of heart."
Wedbush raises its target on Nike to $82, citing accelerating growth and gross margin tailwinds.
Shares of the major cruise-line companies fell broadly on Tuesday after an analyst at Morgan Stanley said he expect the space to get hit by weak demand.
"Halftime Report" trader Jon Najarian spots bullish bets on an ETF that tracks the Russell 2000, as well as on a crafts retailer.