Halftime Report

40 Episodes
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By: CNBC

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 for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

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The Rally's Road Ahead: How to Position Near Record Highs 6/16/26
Today at 5:15 PM

Frank Holland and the Investment Committee debate how to position your portfolio near record highs as stocks look to extend the Monday snapback. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights the Transports sector in his "Best Stocks in the Market." 

Investment Committee Disclosures


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Stocks Higher After President Trump Announces Preace Framework with Iran: Your Next Move 6/15/26
Yesterday at 5:15 PM

Scott Wapner and the Investment Committee debate how to trade the news out of the Trump White House that a peace framework with Iran has been agreed to. Plus, the desk share their latest portfolio moves. And later, U.S. Women's Open Champion Nelly Korda joins us on set to discuss her historic win and what it means for the future of Women's Golf.  

Investment Committee Disclosures


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The Biggest IPO Ever: SpaceX 6/12/26
Last Friday at 5:44 PM

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to react to the historic SpaceX IPO. They discuss what it means for the market and how they are trading this momentous launch. 


Investment Committee Disclosures


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Has the Tech Corrected Enough? The Committee Debates the Sector's Next Move 6/11/26
Last Thursday at 5:13 PM

Scott Wapner and the Investment Committee debate where the tech sector is headed after hitting a rough patch this week.  Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Travelers in his "Best Stocks in the Market."

 

Investment Committee Disclosures


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The Market Reacts to President Trump's Iran Threats 6/10/26
Last Wednesday at 5:17 PM

Frank Holland and the Investment Committee react to the market dropping after President Trump pledges more attacks on Iran. Plus, we hit the latest Calls of the Day. And later, we look ahead to the SpaceX IPO and what it means for the broader IPO market.  

Investment Committee Disclosures


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Trading the Market Downturn: The Committee's Next Move 6/9/26
06/09/2026

Scott Wapner and the Investment Committee debate how to trade the losses in the NASDAQ. They reveal their next portfolio moves.  Plus, we hit the latest Calls of the Day. And later, Scott O'Neil, CEO of LIV Golf, joins us to discuss the fate of the league. 

Investment Committee Disclosures


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Halftime Report Live from Apple's WWDC 6/8/26
06/08/2026

Scott Wapner and the Investment Committee are live in Cupertino, California ahead of Apple's WWDC.  We look ahead to Tim Cook's last Developer's Conference and debate where John Ternus will take the company next. Plus, we discuss the Space X valuation with shareholder Bryn Talkington, she explains her strategy ahead of the record-breaking IPO. And later, we hit some Committee stocks on the move.  

Investment Committee Disclosures


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Buy the Chips and Dips? 6/5/26
06/05/2026

Scott Wapner and the Investment Committee discuss the chip rollover as many of the biggest names in the group continue to sell off. The experts detail their latest portfolio moves. The desk debates the very latest on the upcoming SpaceX IPO. Michael Santoli joins with his Midday Word. Oliver Renick highlights Options Action. 

Investment Committee Disclosures


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Managing a Portfolio Full of Winners 6/4/26
06/04/2026

Scott Wapner and the Investment Committee debate whether you should stick with the  winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest.  

Investment Committee Disclosures


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The Parabolic Tech Mania Continues: Your Next Move 6/3/26
06/03/2026

Scott Wapner and the Investment Committee debate the high-flying tech sector and how you should trade the space as it continues rising higher.  Plus, CNBC’s Leslie Picker joins us to discuss the latest news out of the Space X IPO. The Investment Committee debates the valuation and what it means for the IPO market. And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures


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How to Trade the Market Momentum 6/2/26
06/02/2026

Frank Holland and the Investment Committee debate the best way to position your portfolio as stocks hover at record highs. Plus, the desk shares their latest portfolio moves. And later, Oliver Renick joins us with some Options Action in the crypto trade. 

Investment Committee Disclosures


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Gauging Market Momentum into June 6/1/26
06/01/2026

Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher.  Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their stocks that are on the move today. 

Investment Committee Disclosures


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The Parabolic Tech Mania Continues 5/29/26
05/29/2026

Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs.  It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad.  

Investment Committee Disclosures


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Brad Gerstner on the Market, Tech and the Flood of Mega IPOs 5/28/26
05/28/2026

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC's "Halftime Report” to talk everything from markets, tech and how to navigate the flood of mega IPOs releasing this year. Plus, Josh Brown spotlights Edwards Lifesciences in his "Best Stocks in the Market." And later, we hit the latest Call of the Day on Uber. 

Investment Committee Disclosures


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Tech Earnings Push Stocks Higher: Your Next Move 5/27/26
05/27/2026

Scott Wapner and the Investment Committee debate whether it's too late to buy the tech high-fliers. Plus, Robinhood will let AI agents trade on their platform, the desk debates what it means for their users and the market.  And later, Josh Brown spotlights Transports and makes some moves in his "Best Stocks in the Market." 

Investment Committee Disclosures


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Trading the Tech Boom: The Committee's Top Strategies 5/26/26
05/26/2026

Scott Wapner and the Investment Committee discuss how they're trading the tech boom and share the best strategies to navigate the high-flying sector. Plus, we hit the latest Calls of the Day. And later, we debate some Options Action we're seeing in the miners. 

Investment Committee Disclosures


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Kevin Warsh Sworn in as Federal Reserve Chairman 5/22/26
05/22/2026

Scott Wapner and the Investment Committee debate what Kevin Warsh's tenure as Fed Chair will mean to the market and your money. And later, we discuss whether AI is affecting dividends and whether those stocks are investable anymore. 

 

Investment Committee Disclosures


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Nvidia and the AI Trade: Your Next Move 5/21/26
05/21/2026

Scott Wapner and the Investment Committee debate whether Nvidia is underappreciated after the company reported it's earnings yesterday. They discuss your next move in the AI sector. Plus, we look ahead to the SpaceX IPO, what it means to the market and the future of investing in space travel. And later, Josh Brown spotlights Morgan Stanley in his "Best Stocks in the Market." 

Investment Committee Disclosures


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The Great Wait for Nvidia Earnings 5/20/26
05/20/2026

Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week. 

Investment Committee Disclosures


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How to Trade the Momentum Rollover 5/19/26
05/19/2026

Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance.  Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. 

 

Investment Committee Disclosures


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Managing a Portfolio as Rates Rise 5/18/26
05/18/2026

Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest portfolio moves. And later, we hit some Committee stocks on the move including Regeneron and Delta Air Lines.

Investment Committee Disclosures


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Should You Buy the Tech Pullback? 5/15/26
05/15/2026

Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback.  Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.

Investment Committee Disclosures


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Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26
05/14/2026

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves.

Investment Committee Disclosures


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Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26
05/13/2026

Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America. 

 

Investment Committee Disclosures


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The Tech Trade Pulls Back From Records: Your Next Move 5/12/26
05/12/2026

Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market." 

Investment Committee Disclosures


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The Record-Setting Rally's Next Move 5/11/26
05/11/2026

Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Call of the Day on Diamondback Energy. 

Investment Committee Disclosures


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State of the AI Trade 5/8/26
05/08/2026

Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems.

Investment Committee Disclosures


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How Long can the AI Trade Carry Stocks? 5/7/26
05/07/2026

Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market."

Investment Committee Disclosures


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Stocks Surge on Iran Deal Hopes: Your Next Move 5/6/26
05/06/2026

Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex in his "Best Stocks in the Market." 


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Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
05/05/2026

Scott Wapner and the Investment Committee debate how to navigate the market as strong earnings push stocks higher.  Plsu, Josh Brown spotlights eBay and Casey's in his "Best Stocks in the Market." And later, the desk share their latest portfolio moves. 


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Altimeter's Brad Gerstner on his Current Market Outlook 5/4/26
05/04/2026

Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves.  

Investment Committee Disclosures


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Can the Market Move Higher in May? 5/1/26
05/01/2026

Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio.  Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks.  He tells you what to do with the stock now. 

Investment Committee Disclosures


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The Mega Cap Winners & Losers 4/30/26
04/30/2026

Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day. 


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A Make or Break Day for Stocks: The Committee's Top Strategies 4/29/26
04/29/2026

Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting earnings this week. 

Investment Committee Disclosures


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Reaction to OpenAI's Revenue Miss: How to Trade it 4/28/26
04/28/2026

Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it.  Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves.  

Investment Committee Disclosures


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Trading Strategies for the Huge Week Ahead 4/27/26
04/27/2026

Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks.  Plus, we are watching the Energy trade down big this month but still the best sector this year, the desk debate how to trade the space. And later, we hit the latest Calls of the Day.  


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The DOJ Drops its Charges Against Fed Chair Jerome Powell 4/24/26
04/24/2026

Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the Day, the Committee strategize on what to do with the stock from here. And later, the desk share their latest portfolio moves.

Investment Committee Disclosures


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Navigating the Bull Run in Semiconductors 4/23/26
04/23/2026

Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market." 


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Shifting Setups for Growth and Value 4/22/26
04/22/2026

Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it.  Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.  

Investment Committee Disclosures


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The Committee Reacts to Kevin Warsh's Testimony 4/21/26
04/21/2026

Frank Holland and the Investment Committee react to Fed Chair nominee Kevin Warsh's testimony today at the Senate Banking committee during his confirmation hearing. CNBC's Steve Liesman joins us with the latest. Plus, Apple names John Ternus as their new CEO. The Investment Committee debate what it means for the stock and how you should trade it. 

Investment Committee Disclosures


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