New Month, Better Tech Trade? 11/2/26
Scott Wapner and the Investment Committee discuss the state of the tech trade after the worst month in a year and a half. Plus, the setup on...
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Halftime Report
Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda f...
Episodes
20 of 1,570 episodesAmazon in Focus as the Nasdaq Slides 10/3026
Scott Wapner and the Investment Committee debate how to navigate the selloff in tech. Plus, the desk shares their latest portfolio moves. An...
Tech Earnings Weigh on the AI Trade 10/29/26
October 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new...
Countdown to the Fed Decision 10/28/26
Leslie Picker and the Investment Committee are joined by CNBC’s Steve Liesman to discuss the latest news ahead of the Fed Decision this afte...
The AI Correction, Tech Earnings and the Rally 10/27/26
Scott Wapner and the Investment Committee debate whether the AI correction is over and how tech earnings will affect the rally. Plus, Josh B...
The Investment Committee Prepares for a Pivotal Week 10/26/26
Scott Wapner and the Investment Committee debates the pivotal week ahead as some key earnings reports and a Fed Decision loom over the marke...
Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
Scott Wapner and the Investment Committee reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their...
The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26
Scott Wapner and the Investment Committee debate their investment strategy as the scarcity of capital becomes apparent in the AI sector. Plu...
Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody...
The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26
Scott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh B...
Managing Risk in a Volatile Market 10/19/26
Scott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the lat...
AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26
Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the...
The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discus...
Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the de...
Halftime Report Live at the CAIS Summit 10/13/26
Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly H...
High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26
Leslie Picker and the Investment Committee debates how to navigate Q3 earnings and whether the market is expecting too much from the reports...
The State of the AI Trade 10/9/26
Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk share...
The Rally and Rising Rate Risk 10/8/26
Scott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotl...
Halftime Report Celebrates 15 Years 10/7/26
Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares thei...
Stocks Hit Record Highs: Your Next Move 10/6/26
Scott Wapner and the Investment Committee debate their next portfolio moves as stocks touch record highs. Plus, the desk shares their latest...