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Here are highlights of stocks discussed on CNBC’s Fast Money "Halftime Report" on July 25.

Apple Inc. (NASDAQ:AAPL) - Pete Najarian and Steve Grasso are still bullish on Apple:

Najarian said:

“$400 is only a pause, Apple will keep going higher.”

Grasso stated:

“I wish I only owned one stock (AAPL) on a day like today.”

Together with its subsidiaries, Apple Inc. designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. The company is trading significantly below analysts' estimates. Apple has a median price target of $450 by 48 brokers and a high target of $612. The last up/downgrade activity was on March 16, 2011, when JMP Securities downgraded the company from Market Outperform to Market Perform.

SPDR Gold Shares (NYSEARCA:GLD) – Kelly was bullish on Gold and Apple and stated:

“I say you buy the dip or buy yourself a gold plated iPad even better.”

The objective of the GLD is to reflect the price of silver owned by the trust less the trust's expenses and liabilities. The trust holds gold, and is expected to issue baskets in exchange for deposits of gold, and to distribute gold in connection with redemption of baskets. The gold held by the trust will only be sold on an as-needed basis to pay trust expenses, in the event the trust terminates and liquidates its assets, or as otherwise required by law or regulation.

Pepsico, Inc. (NYSE:PEP) – Cortez is bullish on Pepsi at the level and said:

“Pepsi getting slammed today, I like the stock here.”

PepsiCo manufactures, markets and sells various foods, snacks and carbonated and non-carbonated beverages worldwide. The company is trading below analysts' estimates. Pepsi has a median price target of $65 by 16 brokers and a high target of $72. The last up/downgrade activity was on Feb. 11, when Davenport downgraded the company from Buy to Neutral.

CNH Global NV (NYSE:CNH) & Market Vectors Agribusiness ETF (NYSEARCA:MOO) – Najarian is bullish on the Agricultural stocks and stated:

“Keep an eye on those Ags (agricultural stocks), CNH just blew out out last night… unbelievable numbers.“

CNH Global N.V. manufactures, markets, and distributes a line of agricultural and construction equipment and parts worldwide. The company is trading below analysts' estimates. CNH Global has a median price target of $51 by 7 brokers and a high target of $60. The last up/downgrade activity was on Jan 26, 2010, when JP Morgan upgraded the company from Underweight to Neutral.

The MOO seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the DAXglobal Agribusiness Index. The fund normally invests at least 80% of total assets in equity securities of U.S. and foreign companies primarily engaged in the business of agriculture, which derive at least 50% of their total revenues from agribusiness. Such companies may include small- and medium-capitalization companies. It is non-diversified.



Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: CNBC's Fast Money Halftime Recap: Apple and Gold