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Explore every episode of the podcast Halftime Report

Dive into the complete episode list for Halftime Report. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/2602 Oct 202600:44:22

Frank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise.  Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Bitcoin. 

Investment Committee Disclosures 


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The Setup into Q4 9/30/2630 Sep 202600:47:05

Jon Fortt and the Investment Committee debate how they're setting up their portfolios as we head into the fourth quarter. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Financials. 

Investment Committee Disclosures 


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Sam Altman Live at OpenAI Dev Day 9/29/2629 Sep 202600:52:08

Scott Wapner and the Investment Committee are joined by CNBC’s Kate Rooney with OpenAI CEO Sam Altman ahead of the company's DevDay 2026 to discuss all things AI.  Plus, the desk debate the latest Call of the Day on Netflix. 

 

Investment Committee Disclosures 


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Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/2628 Sep 202600:44:03

Scott Wapner and the Investment Committee debate whether rising rates and higher oil makes them more cautious with their portfolio.  Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Gold ETF Options Flows.

Investment Committee Disclosures 


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The Run in Rates 9/25/2625 Sep 202600:44:22

Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cboe Global Markets.

Investment Committee Disclosures 


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Historic U.S.-China Summit: AI & Trade in Focus 9/24/2624 Sep 202600:49:37

Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house to discuss all things AI. Stephanie Link details her latest trade. Josh Brown talks his Best Stocks in the Market.

Investment Committee Disclosures 


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Playing the Rise in Oil and Yields: Your Next Move 9/23/2623 Sep 202600:43:06

Scott Wapner and the Investment Committee debate how to trade the rise in oil and yields.  Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the bond market. 


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The Nasdaq Surge: The Investment Committee's Strategy 9/22/2622 Sep 202600:43:51

Leslie Picker and the Investment Committee debate how to trade the surge in the Nasdaq. Plus, Josh Brown spotlights cybersecurity names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures 


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Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/2621 Sep 202600:44:20

Leslie Picker and the Investment Committee debate their strategy as oil and yields fall pushing stocks higher. Plus, the CEO of Eli Lilly joins us with his company's GLP-1 Strategy. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the crypto space. 

Investment Committee Disclosures 


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Inflation Risks to the Rally: How to Protect your Portfolio 9/18/2618 Sep 202600:43:46

Leslie Picker and the Investment Committee debate how to navigate the inflation risks to the rally.  Plus, the desk share their latest portfolio moves. And later, CNBC's Sharon Epperson joins us to discuss whether AI has taken over your 401(k).

Investment Committee Disclosures 


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Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/2617 Sep 202600:43:55

Mike Santoli and the Investment Committee debate how to trade the rebound in the market after the Fed hiked interest rates by 25 basis points yesterday. Plus, CNBC’s Leslie Picker joins us with Bruce Flatt, Brookfield CEO, to discuss rates, the AI boom and his firm's strategy. And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures 


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Debate: Is a Hike Coming? 9/16/2616 Sep 202600:44:20

Scott Wapner and the Investment Committee debate whether the Fed will hike rates today and what it would mean for the markets. CNBC’s Steve Liesman joins us to discuss the latest news out of Washington. Plus, legendary sports broadcaster Al Michaels joins us ahead of the Bills vs Lions game tomorrow to discuss the game, the NFL, the markets and more. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Options flows in the energy markets. 

Investment Committee Disclosures 


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Live From Future Proof: AI's Regulatory Divide 9/15/2615 Sep 202600:42:58

Scott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss the latest news on AI's regulatory divide. Plus, Rick Rieder, Blackrock's Global Fixed Income CIO, joins us to discuss the Fed, rate hikes, the markets and more. And later, the desk detail their latest portfolio moves. 

 

Investment Committee Disclosures 


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AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/2614 Sep 202600:44:18

Mike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's driving AI fears. Plus, the desk reveals what they're expecting out of the Fed Rate Decision on Wednesday and what it will mean for the market and your money. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on the volatility index. 

Investment Committee Disclosures 


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Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/2611 Sep 202600:45:42

Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss the backlash against AI and what it means for the future of the AI sector. And later, the desk share their latest portfolio moves. 


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Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/2610 Sep 202600:44:10

Scott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." 

Investment Committee Disclosures 


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Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/2609 Sep 202600:43:10

Scott Wapner and the Investment Committee debates whether the risk of a correction is rising in the markets and how you should trade it. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Apple. 


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Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/2608 Sep 202600:43:25

Scott Wapner and the Investment Committee debates whether it's time to get bullish ahead of the big Apple iPhone event and CPI report this week. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy Sector. 


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The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/2604 Sep 202600:43:26

Scott Wapner and the Investment Committee debates the return of the Mag 7 and share their top strategies with those names. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. 


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Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/2603 Sep 202600:42:49

Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market." 


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Time to Be Cautious on Stocks? 9/2/2602 Sep 202600:44:11

Scott Wapner and the Investment Committee discuss the outlook for stocks as bond yields ease. The experts weigh in on the data center debate. Calls of the Day are on Vertex, Eli Lilly, and Wynn Resorts. Oliver Renick reports on Options Action. Jim Lebenthal details his latest portfolio move.

Investment Committee Disclosures 


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The September Setup: The Investment Committe's Strategy 9/1/2601 Sep 202600:47:23

Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell in his "Best Stocks in the Market."

Investment Committee Disclosures 


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Markets after Nvidia and Warsh: Your Next Move 8/31/2631 Aug 202600:47:04

Scott Wapner and the Investment Committee debate the next move in your portfolio following Nvidia earnings and Fed Chair Kevin Warsh's comments last week.  Plus, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Tesla. Bryn bought some more, she explains. And later, the desk discuss four big mergers announced today. 

Investment Committee Disclosures


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Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/2628 Aug 202600:44:03

Scott Wapner and the Investment Committee debate Fed Chairman Kevin Warsh's latest speech in Jackson Hole and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, CNBC's Steve Liesman sits down with Chicago Fed President Austan Goolsbee to discuss Kevin Warsh's speech, monetary policy and more.  

Investment Committee Disclosures


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Trading Nvidia's Mega Moment: The Investment Committee Weighs In 8/27/2627 Aug 202600:43:29

Scott Wapner and the Investment Committee debate Nvidia's blowout earnings report last night and what it means for the market and your money. Plus, Josh Brown spotlights Airbnb in his "Best Stocks in the Market." And later, CNBC's Oliver Renick joins us to discuss the latest Options Action in SpaceX. 


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Looking Ahead to Nvidia Earnings Tonight: Your Investment Strategy 8/26/2626 Aug 202600:44:06

Scott Wapner and the Investment Committee debate how to position your portfolio ahead of Nvidia's earnings report tonight.  CNBC’s Kristina Partsinevelos joins us with the latest. Plus, we hit the latest Calls of the Day. And later, Oliver Renick joins us to discuss how the Options market is bracing for Nvidia earnings.  

Investment Committee Disclosures


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AI Trade in Focus with Nvidia Looming 8/25/2625 Aug 202600:42:47

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 8/24/2624 Aug 202600:43:57

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 8/21/2621 Aug 202600:44:08

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 8/20/2620 Aug 202600:44:10

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 8/19/2619 Aug 202600:46:24

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 8/18/2618 Aug 202600:44:02

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? 8/17/2617 Aug 202600:43:44

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 8/14/2614 Aug 202600:44:28

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 8/13/2613 Aug 202600:44:09

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 8/12/2612 Aug 202600:46:50

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 8/11/2611 Aug 202600:44:13

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 Move10 Aug 202600:46:42

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 8/7/2607 Aug 202600:43:38

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 8/6/2606 Aug 202600:46:55

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 8/5/2605 Aug 202600:44:08

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 8/4/2604 Aug 202600:58:13

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 8/3/2603 Aug 202600:44:06

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 7/31/2631 Jul 202600:44:18

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 7/30/2630 Jul 202600:44:03

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 7/29/2629 Jul 202600:43:54

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? 7/28/2628 Jul 202600:43:56

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 7/27/2627 Jul 202600:43:33

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 7/24/2624 Jul 202600:44:08

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 7/23/2623 Jul 202600:44:02

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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