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Halftime Report

Halftime Report

1,453 episodes — Page 1 of 30

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

May 13, 202644 min

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

May 12, 202650 min

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

May 11, 202643 min

State of the AI Trade 5/8/26

May 8, 202647 min

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

May 7, 202644 min

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

May 6, 202646 min

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

May 5, 202643 min

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

May 4, 202652 min

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

May 1, 202643 min

The Mega Cap Winners & Losers 4/30/26

Apr 30, 202643 min

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

Apr 29, 202644 min

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

Apr 28, 202644 min

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

Apr 27, 202643 min

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

Apr 24, 202643 min

Navigating the Bull Run in Semiconductors 4/23/26

Apr 23, 202643 min

Shifting Setups for Growth and Value 4/22/26

Apr 22, 202644 min

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

Apr 21, 202656 min

What's Next for the Market: Pause or a Greater Pullback? 4/20/26

Apr 20, 202643 min

Stocks Surge, Crude Tumbles: How Should you Trade it 4/17/26

Apr 17, 202643 min

Your Record High Playbook 4/16/26

Apr 16, 202644 min

Trading Stocks as they Approach New Highs 4/15/26

Apr 15, 202644 min

How to Navigate the Market Rebound 4/14/26

Apr 14, 202644 min

Earnings and the War Guide the Market 4/13/26

Apr 13, 202648 min

The Sell-The-Rip vs. Buy-The-Dip Debate 4/10/26

Apr 10, 202644 min

Stocks and the Fragile Ceasefire 4/9/26

Apr 9, 202646 min

Stocks Surge on Ceasefire: Your Next Move 4/8/26

Apr 8, 202644 min

President Trump's Deadline to Iran Looms over Stocks 4/7/26

Apr 7, 202644 min

Building a Strategy Amid the Uncertainty 4/6/26

Apr 6, 202644 min

The Markets React to President Trump's Speech Last Night: Your Next Move 4/2/26

Scott Wapner and the Investment Committee debate President Trump's speech last night and what it means for the market and your money. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." 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.

Apr 2, 202647 min

Are Stocks Still Vulnerable 4/1/26

Scott Wapner and the Investment Committee debate the resilience of the market and whether stocks are still vulnerable amid the uncertainty in the Middle East. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. 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.

Apr 1, 202644 min

Stocks Rally 3/31/26

Scott Wapner and the Investment Committee discuss the state of stocks on the last trading day of the month and the quarter. The experts detail their latest portfolio moves. Josh Brown talks about Verizon and AT&T in his Best Stocks in the Market. 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.

Mar 31, 202655 min

Stocks on Five-Week Losing Streak 3/30/26

Scott Wapner and the Investment Committee discuss the state of stocks with no signs of an end to the war. The experts detail their latest portfolio moves. Calls of the Day include Robinhood, Boston Scientific, Bristol-Myers Squibb, and American Express. The desk debates Evercore's new list of "stocks for stability." Michael Santoli joins with his Midday Word. 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.

Mar 30, 202644 min

The Iran War Upends Stocks: Headline Fatigue and the 'Trump Put' 3/27/26

Scott Wapner and the Investment Committee debate how to trade stocks as the Iran War weighs heavily on the markets and the S&P and Nasdaq track for their 5th straight negative week. Plus, the desk discusses cybersecurity names as every AI headlines pushes the group lower. And later, the Committee share their latest portfolio moves. 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.

Mar 27, 202644 min

Trading the Iran War Uncertainty 3/26/26

Scott Wapner and the Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Dell in his "Best Stocks in the Market." 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.

Mar 26, 202643 min

Stocks Rise and Oil Falls on Hopes for Iran Talks 3/25/26

Scott Wapner and the Investment Committee debate how to trade stocks as hopes for a resolution in Iran pushes oil lower and stocks higher. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day in an energy and a fintech name. 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.

Mar 25, 202647 min

How to Trade Stocks Amid the Iran War 3/24/26

Scott Wapner and the Investment Committee debate how to navigate the market as the Iran War continues. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. 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.

Mar 24, 202644 min

Former Defense Secretary William Cohen on Iran, CEO of Top U.S. Energy Producer on Prices, Time to Sell the Mag 7? 3/23/26

Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One strategist makes the case. 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.

Mar 23, 202643 min

Sizing Up the Rally's Road Ahead 3/20/26

Leslie Picker and the Investment Committee debate the S&P's longest losing streak since March and how to navigate the volatility. Plus, shares of Super Micro plummeting after U.S. prosecutors charge 3 companye employees with smuggling NVIDIA chips to China, the desk debate which competitor will benefit. And later, big trouble for China stocks, the Commitee discuss their international strategy. 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.

Mar 20, 202644 min

The Reaction to Rising Oil and a Hawkish Fed 3/19/26

Scott Wapner and the Investment Committee debate the impact higher oil is having on the markets & the consumer and how they are trading it. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights two names in his "Best Stocks in the Market." 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.

Mar 19, 202647 min

Gaming Out the Fed's Next Move 3/18/26

Michael Santoli and the Investment Committee debate what to expect out of the Fed today and what their decision will mean for the market and your money, CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, the desk debate how to trade Disney as the new CEO, Josh D'Amaro, takes over for Bob Iger. CNBC’s Julia Boorstin joins ‘Halftime Report’ with the latest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 18, 202643 min

Can the Rally Find New Footing 3/17/26

Michael Santoli and the Investment Committee debate whether the market can hold this rally and what stocks need to keep going higher. Plus, the desk debates whether private credit concerns are overblown. Steve Liesman joins us with the latest from the space. And later, the Committee share their latest portfolio moves. 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.

Mar 17, 202655 min

Navigating the Energy Market Turmoil 3/16/26

David Faber and the Investment Committee debate how to trade oil and the market as turmoil in the energy sector grows. CNBC's Brian Sullivan joins us with the latest comments from Treasury Secretary Scott Bessent. Plus, CNBC’s Kristina Partsinevelos joins us to discuss the latest news out of San Jose, California, where Nvidia is set to kick off its annual GTC event. The Committee debate how to trade the company ahead of the Jensen Huang's keynote speech. And later, the desk debate retail investors abandoning private credit and what it means for the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 16, 202645 min

Trading Strategies as Volatility Rises 3/13/26

Scott Wapner and the Investment Committee debate how to trade stocks as the volatility in the market and oil rises. Plus, the desk share their latest portfolio moves. And later, we take a look at the housing sector as mortgage rates continue rising. 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.

Mar 13, 202644 min

The War and the Markets 3/12/26

Scott Wapner and the Investment Committee debate what the War in Iran means for the markets and how they are protecting their portfolio amid the uncertainty. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Starbucks in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 12, 202643 min

How to Trade Today's Volatile Market 3/11/26

Frank Holland and the Investment Committee debate how to navigate the volatility as markets fall and oil rises. Plus, we go over the bull/bear case on software and how you should trade it. And later, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 11, 202643 min

Live from Future Proof in Miami Beach 3/10/26

Scott Wapner and the Investment Committee are live at Future Proof Citywide in Miami Beach, Florida to debate the turnaround in the markets and how they are trading it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some Biotech names in his "Best Stocks in the Market." 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.

Mar 10, 202646 min

How to Trade Higher Oil amid the Iran War 3/9/26

Scott Wapner and the Investment Committee debate how to trade the oil markets amid the Iran War. Plus, we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves. 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.

Mar 9, 202643 min

Navigating the Market as Crude Oil tops $90 per barrel 3/6/26

Scott Wapner and the Investment Committee debate what $90 Oil means to the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Target in his "Best Stocks in the Market." 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.

Mar 6, 202643 min

To Buy or Not to Buy the Dip 3/5/26

Scott Wapner and the Investment Committee debate how to play the volatile markets and whether investors should buy the dip. Plus, Kristina Partsinevelos joins us to discuss the latest news out of Broadcom following the company's earnings report. And later, the Committee shares their latest portfolio moves. 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.

Mar 5, 202643 min

Buy the Bounce? 3/4/26

Scott Wapner and the Investment Committee discuss the state of the markets following three days of selling. The experts detail their latest portfolio moves. Calls of the Day include Tesla, Caterpillar, PulteGroup, and Corning. Mo Assomull, Morgan Stanley Global Co-Head of Investment Banking, joins in a Halftime exclusive. CNBC Senior Markets Commentator and Overtime Co-Anchor Michael Santoli gives his Midday Word. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 5, 202643 min