Financials lead stocks higher

12:15 PM ET Thu, 18 July 2013

The Halftime crew takes a look at major banks including Morgan Stanley and dissects Carl Ichan's top trades from the "Delivering Alpha" conference including Herbalife and Netflix. CNBC's Seema Mody has the latest on Dell and Anthony DiClemente, Barclays, previews Google ahead of their Q2 earnings.