Podcasts · Business · News

Halftime Report

CNBC

300 episodes

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.

Episodes page 1 of 6

  1. The AI Correction, Tech Earnings and the Rally 10/27/26

    · 43 min

    Scott Wapner and the Investment Committee debate whether the AI correction is over and how tech earnings will affect the rally. Plus, Josh Brown, CEO of Ritholtz Wealth Management, joins us to spotlight Meta and…

  2. The Investment Committee Prepares for a Pivotal Week 10/26/26

    · 43 min

    Scott Wapner and the Investment Committee debates the pivotal week ahead as some key earnings reports and a Fed Decision loom over the market. Plus, the desk discusses some stocks they own that are on the move today.…

  3. Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26

    · 43 min

    Scott Wapner and the Investment Committee reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss…

  4. The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26

    · 47 min

    Scott Wapner and the Investment Committee debate their investment strategy as the scarcity of capital becomes apparent in the AI sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown…

  5. Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26

    · 44 min

    Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy Allaire to discuss the Genius Act, crypto…

  6. The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26

    · 44 min

    Scott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh Brown spotlights Waters Corporation and Thermo Fisher in his "Best Stocks in…

  7. Managing Risk in a Volatile Market 10/19/26

    · 44 min

    Scott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the…

  8. AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26

    · 43 min

    Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick…

  9. The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26

    · 49 min

    Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus, Sridhar Ramaswamy, CEO of Snowflake, joins us…

  10. Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26

    · 43 min

    Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan Brennan…

  11. Halftime Report Live at the CAIS Summit 10/13/26

    · 47 min

    Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the alternative investment landscape. Glenn…

  12. High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26

    · 43 min

    Leslie Picker and the Investment Committee debates how to navigate Q3 earnings and whether the market is expecting too much from the reports. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick…

  13. The State of the AI Trade 10/9/26

    · 43 min

    Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to…

  14. The Rally and Rising Rate Risk 10/8/26

    · 49 min

    Scott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotlights Williams-Sonoma in his "Best Stocks in the Market." And later, CNBC’s…

  15. Halftime Report Celebrates 15 Years 10/7/26

    · 49 min

    Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later, we look back at the last 15 years of…

  16. Stocks Hit Record Highs: Your Next Move 10/6/26

    · 43 min

    Scott Wapner and the Investment Committee debate their next portfolio moves as stocks touch record highs. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the…

  17. Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26

    · 43 min

    Scott Wapner and the Investment Committee debate their portfolio strategy as the Nasdaq and Yields take center stage in the market. Plus, Josh Brown joins us to break down his 2026 Winners and Losers. And later, CNBC’s…

  18. Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26

    · 44 min

    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…

  19. The Investment Committee's Q4 Strategy 10/1/26

    · 44 min

    Melissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights West…

  20. The Setup into Q4 9/30/26

    · 47 min

    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…

  21. Sam Altman Live at OpenAI Dev Day 9/29/26

    · 52 min

    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…

  22. Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26

    · 44 min

    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…

  23. The Run in Rates 9/25/26

    · 44 min

    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…

  24. Historic U.S.-China Summit: AI & Trade in Focus 9/24/26

    · 50 min

    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…

  25. Playing the Rise in Oil and Yields: Your Next Move 9/23/26

    · 43 min

    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…

  26. The Nasdaq Surge: The Investment Committee's Strategy 9/22/26

    · 44 min

    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.…

  27. Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26

    · 44 min

    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…

  28. Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26

    · 44 min

    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…

  29. Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26

    · 44 min

    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…

  30. Debate: Is a Hike Coming? 9/16/26

    · 44 min

    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…

  31. Live From Future Proof: AI's Regulatory Divide 9/15/26

    · 43 min

    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.…

  32. AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26

    · 44 min

    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…

  33. Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26

    · 46 min

    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…

  34. Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26

    · 44 min

    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…

  35. Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26

    · 43 min

    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…

  36. Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26

    · 43 min

    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…

  37. The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26

    · 43 min

    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…

  38. Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26

    · 43 min

    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…

  39. Time to Be Cautious on Stocks? 9/2/26

    · 44 min

    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…

  40. The September Setup: The Investment Committe's Strategy 9/1/26

    · 47 min

    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…

  41. Markets after Nvidia and Warsh: Your Next Move 8/31/26

    · 47 min

    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…

  42. Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/26

    · 44 min

    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,…

  43. Trading Nvidia's Mega Moment: The Investment Committee Weighs In 8/27/26

    · 43 min

    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…

  44. Looking Ahead to Nvidia Earnings Tonight: Your Investment Strategy 8/26/26

    · 44 min

    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…

  45. AI Trade in Focus with Nvidia Looming 8/25/26

    · 43 min

    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…

  46. Trading the Big Week Ahead 8/24/26

    · 44 min

    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…

  47. Trading the Major Week Ahead: The Investment Committee's Strategy 8/21/26

    · 44 min

    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…

  48. Wall Street's 'Most Exciting Era'? The Investment Committee Weighs In 8/20/26

    · 44 min

    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…

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

    · 46 min

    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…

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

    · 44 min

    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…

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