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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AI Trade in Focus with Nvidia Looming 8/25/26
Yesterday at 5:23 PM

Scott Wapner and the Investment Committee debate the state of the AI trade as the biggest earnings report in weeks looms large. The experts discuss their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. Mike Santoli joins the desk with his Midday Word. Oliver Renick reports Options Action.

Investment Committee Disclosures


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Trading the Big Week Ahead 8/24/26
Last Monday at 5:14 PM

Scott Wapner and the Investment Committee discuss the pivotal week for stocks as Nvidia reports, the Fed Chair speaks, and Tim Cook spends his final week as Apple CEO. The desk debates the Calls of the Day. Dominic Chu has ETF Edge. Oliver Renick reports Options Action. Mike Santoli joins the desk with his Midday Word.

Investment Committee Disclosures


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Trading the Major Week Ahead: The Investment Committee's Strategy 8/21/26
Last Friday at 5:14 PM

Scott Wapner and the Investment Committee debate their positions ahead of a major week for the market.  Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Monster Beverage and Coca-Cola in his "Best Stocks in the Market." 

Investment Committee Disclosures


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Wall Street's 'Most Exciting Era'? The Investment Committee Weighs In 8/20/26
Last Thursday at 5:12 PM

Scott Wapner and the Investment Committee debates whether we are in Wall Street's most exciting era as BlackRock's Rick Rieder says we are. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights SharkNinja in his "Best Stocks in the Market."

Investment Committee Disclosures


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Stocks Rise as Yields Fall: The Committee's Investment Strategy 8/19/26
08/19/2026

Scott Wapner and the Investment Committee debate the market's reaction to yields falling. The desk reveals their portfolio strategy. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on precious metals and crypto.

Investment Committee Disclosures


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Rising Yields Threaten the Market: The Investment Committee's Strategy 8/18/26
08/18/2026

Scott Wapner and the Investment Committee debate whether rising yields are an issue for stocks.  Plus, the Committee shares their latest portfolio moves. And later, we get to the Setup on some key retail names reporting earnings this week. 

Investment Committee Disclosures


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Too Bullish or Just Right? 8/17/26
08/17/2026

Scott Wapner and the Investment Committee debate the strength of the market and how much higher it can go from here. Plus, we hit the latest Calls of the Day. And later, Oliver Renick joins us with the latest Options Action in the chips sector. 

Investment Committee Disclosures


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How to Trade the Market Resilience. The Investment Committee Shares their Strategy 8/14/26
08/14/2026

Jon Fortt and the Investment Committee debate how to trade the resiliency of the market. Plus, the desk shares a multitude of moves they've made over the past 24 hours. And later, the Committee discusses their top materials sector plays.  

Investment Committee Disclosures


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Navigating the Market at Record Highs: Your Next Trade 8/13/26
08/13/2026

Scott Wapner and the Investment Committee debate how to trade the market as it continues to push to record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Ferguson Enterprises in his "Best Stocks in the Market." 

Investment Committee Disclosures


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Positioning for Big Tech's Next Move 8/12/26
08/12/2026

Scott Wapner and the Investment Committee debate whether it's time to get more bullish as stocks continue to push higher. And later, the LA Lakers are being sold again, CNBC's Alex Sherman joins us with the latest on the deal. Plus, we hit the latest Calls of the Day. 


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The Market Bull Run Continues: The Committee's Next Move 8/11/26
08/11/2026

Scott Wapner and the Investment Committee debate their next movie as bullishness abounds in the market.  Plus, we discuss what Nvidia's $500 Billion financing deal announced yesterday means for the stock and the AI trade.  And later, the desk share their latest portfolio moves. 

Investment Committee Disclosures


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Wall Street Firms Raise Stock Target: Your Next Move
08/10/2026

Scott Wapner and the Investment Committee debate how to navigate a bullish environment where Wall Street firms raise stock targets. Plus, Jefferies downgrades Apple to a sell, the desk break down the call. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Software Sector. 

Investment Committee Disclosures


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Trading the Tech Surge: Your Next Move 8/7/26
08/07/2026

Scott Wapner and the Investment Committee debate their strategies as tech stocks surge.  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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Debating the Road to S&P 8,000 8/6/26
08/06/2026

Scott Wapner and the Investment Committee debate what catalysts the market needs to get the S&P to 8,000 by year end. Plus, we discuss how to trade SpaceX now that company insiders can sell stock. And later, Josh Brown spotlights Visa in his "Best Stocks in the Market." 

Investment Committee Disclosures


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Stocks Extend Record Highs: The Investment Committee's Strategy 8/5/26
08/05/2026

Scott Wapner and the Investment Committee debate whether the S&P 500 is headed for 8,000 as stocks extend their record highs. Plus, SpaceX sinks on soaring AI costs, shareholder Kevin Simpson calls in with his strategy on the stock. And later, Uber is lower after reporting weaker than expected guidance, the desk debate how to trade the name now. 

Investment Committee Disclosures


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Navigating a Stock Market at Record Highs 8/4/26
08/04/2026

Scott Wapner and the Investment Committee debate their strategy as some key earnings reports boosts the markets to record highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some Biotech names in his "Best Stocks in the Market." 


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The Post-Tech Earnings Rotation: Your Next Move 8/3/26
08/03/2026

Scott Wapner and the Investment Committee debate their next move after a big week of mega-cap tech earnings.  Plus, Joe Terranova shares the latest JOET ETF Rebalance, inside all his moves.  And later, we discuss what the SpaceX lockup expirations means for the stock and how you should trade it.  

Investment Committee Disclosures


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Mega-Cap Earnings Aftermath 7/31/26
07/31/2026

Michael Santoli and the Investment Committee discuss the state of the tech trade with major moves from Apple and Amazon after earnings. The experts detail their latest portfolio moves. Oliver Renick joins with Options Action. 

Investment Committee Disclosures


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Tim Cook's Final Earnings Call as Apple CEO 7/30/26
07/30/2026

Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the day's biggest stock movers.

Investment Committee Disclosures


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Fed and Tech Earnings in Focus 7/29/26
07/29/2026

Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets.

 

Investment Committee Disclosures


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Can the Rally Outrun Semi Weakness? 7/28/26
07/28/2026

Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla.

Investment Committee Disclosures


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A Critical Week for Investors Ahead: Your Next Move 7/27/26
07/27/2026

Mike Santoli and the Investment Committee debate how to position your portfolio ahead of a big earnings week for stocks. Plus, Health Care is a top sector over the last 3 months, the desk discuss how to trade it at these levels. And later, CNBC's Oliver Renick joins us with the latest Options Action in the energy market.

 

Investment Committee Disclosures


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The Rally's Road Ahead 7/24/26
07/24/2026

Dominic Chu and the Investment Committee discuss the big week ahead with four more mega-caps reporting earnings. The experts detail their latest portfolio moves and debate the trades in cyber, software, and energy. Michael Santoli joins with his Midday Word. 

Investment Committee Disclosures


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The Alphabet Aftermath: Your Next Move 7/23/26
07/23/2026

Dom Chu and the Investment Committee discuss Alphabet's Earnings report last night, what it means for the market and your money. Plus, we hit some Committee stocks that are moving today. And later, Josh Brown spotlights Block in his "Best Stocks in the Market."

Investment Committee Disclosures


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AI's Next Test: Alphabet Earnings 7/22/26
07/22/2026

Leslie Picker and the Investment Committee debate Alphabet's earnings tonight and what it means for the AI trade. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks that are on the move today. 

Investment Committee Disclosures


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Positioning your Portfolio into Mega-Cap Earnings 7/21/26
07/21/2026

Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his "Best Stocks in the Market."

Investment Committee Disclosures


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Mega Cap Earnings in Focus: Your Next Move 7/20/26
07/20/2026

Leslie Picker and the Investment Committee debate how to navigate mega cap earnings and share their latest trades heading into the week.  Plus, we hit the latest Calls of the Day. And later, we give you the setup on earnings this week. 

Investment Committee Disclosures


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The State of the Tech Trade: Your Next Move 7/17/26
07/17/2026

Dom Chu and the Investment Committee debate how to navigate the momentum trade as sentiment shifts in the sector. Plus, the desk share their latest portfolio moves. And later, Netlix on pace for it's worst day since April 2022. It's our Chart of the Day. Our very own Malcolm Ethridge is buying more, he joins us to explain why. 

Investment Committee Disclosures


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The State of the Tech Trade: Your Next Move 7/16/26
07/16/2026

Leslie Picker and the Investment Committee debate the state of the tech trade and share their strategies in the space. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Target in his "Best Stocks in the Market." 

Investment Committee Disclosures


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The Mega-Cap Bounce Back: How to Trade it 7/15/26
07/15/2026

Scott Wapner and the Investment Committee debate how to trade the bounce back in Mega-Cap names and which ones are best positioned in this environment. Plus,  SpaceX falls below its $135 IPO price for the first time. The desk discusses what it means for the stock and how they are navigating the space. And later, the Committee share their latest portfolio moves. 

Investment Committee Disclosures


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Cyber Stocks Hit New Record High: How to Trade it 7/14/26
07/14/2026

Scott Wapner and the Investment Committee debate how to trade the cyber stocks as they hit record highs. Plus, David Faber joins us with an exclusive interview with Goldman Sachs CEO David Solomon. He talks, Warsh, the Fed, his IPO Outlook, the markets and more. And later, Josh Brown spotlights Travelers and Delta Air Lines in his "Best Stocks in the Market." 

Investment Committee Disclosures


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A Critical Week for Stocks: Your Next Move 7/13/26
07/13/2026

Scott Wapner and the Investment Committee debate this critical week for stocks as Apple hits a new all-time high, Iran tensions rise and multiple earnings kick off this week. Plus, the Musk vs. Altman drama escalate as OpenAI fends off a new Apple lawsuit, Kate Rooney joins us with the latest. And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures


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The State of the Tech Trade as SK Hynix Opens for Trading 7/10/26
07/10/2026

Scott Wapner and the Investment Committee debate the state of the tech trade as SK Hynix begins trading at the NASDAQ. 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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The Momentum Reset and How to Trade it 7/9/26
07/09/2026

Scott Wapner and the Investment Committee debate the momentum reset and whether it's time to get back in now. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Citigroup in his "Best Stocks in the Market." 

Investment Committee Disclosures


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Markets React to the Iran Developments: How to Trade it. 7/8/26
07/08/2026

Scott Wapner and the Investment Committee debate the latest out of the U.S.-Iran conflict as well as the momentum unwind in the market.  Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. 

 

Investment Committee Disclosures


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The Momentum Unwind Resumes: Your Next Move 7/7/26
07/07/2026

Scott Wapner and the Investment Committee debate how to trade the momentum unwind. They share their latest moves.  Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Archer-Daniels-Midland in his "Best Stocks in the Market." 

Investment Committee Disclosures


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The Momentum Rebound: How to Trade it 7/6/26
07/06/2026

Scott Wapner and the Investment Committee debate how to trade the momentum rebound. They share their top strategies. Plus, SpaceX will be added to the NASDAQ 100 tonight, the desk discuss what it means for the stock and the index. And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures


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Believe in the Broadening Trade? 7/2/26
07/02/2026

Scott Wapner and the Investment Committee debate whether you can believe in the broadening trade as stocks push higher across the board. Plus, Josh Brown spotlights Live Nation in his "Best Stocks in the Market." And later, Altimeter Capital's Brad Gerstners joins us to talk markets, Trump Accounts, and his outlook for the rest of the trading year. 

 

Investment Committee Disclosures


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The Second Half Setup for Stocks 7/1/26
07/01/2026

Scott Wapner and the Investment Committee debate how they're setting up their portfolios for the second half of the trading year. Plus, we hit the latest Calls of the Day. And later, we've got an Options Action triple play on Crypto, China tech and Meta. 

Investment Committee Disclosures


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The Best Quarter for Stocks in 6 Years 6/30/26
06/30/2026

Scott Wapner and the Investment Committee react to the market having its best quarter in 6 years. They debate what it means for the second half of the year and how they're trading it. Plus, Josh Brown reveales 3 stocks that are leaving his "Best Stocks in the Market." And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures


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