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

An episode of [Halftime Report](https://invisiblenetwork.ai/podcast/1524487980), 23 Oct 2026, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/254b998a-36ce-4c17-9b8b-2974a5b81c6d/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=254b998a-36ce-4c17-9b8b-2974a5b81c6d&feed=qltQrd_8

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 the latest Options Action in the Energy sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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