
Halftime Report
1,453 episodes — Page 2 of 30
Stocks Tumble, Oil Rallies 3/3/26
Scott Wapner and the Investment Committee debate the volatility in the market and how you should trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlight Chemical stocks 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.
Trading the Markets amid the Iran Conflict 3/2/26
Scott Wapner and the Investment Committee debate what investors should do with their portfolios following the strikes on Iran over the weekend. Plus, the desk shares their latest moves. And later, Mark Fisher, MBF Trading Founder & CEO, joins CNBC's 'Halftime Report' to discuss the reaction in energy stocks to the growing conflict in Iran. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Tech's AI Spender-Bener 2/27/26
Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. 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.
Trading Tech's Troubles 2/26/26
Scott Wapner and the Investment Committee react to Nvidia's earnings and debate how you should trade the tech sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Waste Management 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.
The State of the Tech Trade 2/25/26
Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to the Setup on some key Committee names reporting earnings tonight and tomorrow. 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.
Navigating High AI Anxiety 2/24/26
Scott Wapner and the Investment Committee debate the high anxiety around AI and how you should trade it. Josh Brown details his Heavy Assets, Low Obsolescence or "HALO" trade that he says will be resistant to AI volatility. Plus, the desk share their favorite consumer discretionary names. And later, Josh Brown spotlights Utilities 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.
The SCOTUS Tariff Decision Fallout 2/23/26
Scott Wapner and the Investment Committee debate how to trade the market's reaction to the Supreme Court's ruling against Trump's tariff's last week. Plus, the Committee share their latest portfolio moves. And later, the desk debates whether private credit is too risky for retail. 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.
The Supreme Court Rules Against Trump's Global Tariffs 2/20/26
Scott Wapner and the Investment Committee debate what the Supreme Court ruling means for the future of tarriffs, the market and your money. CNBC’s Eamon Javers joins ‘Halftime Report’ with the latest out of Washington. Plus, the Committee is making some major portfolio moves, they reveal their strategies. And later, Josh Brown spotlights Old Dominion 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.
The Big Risks Beyond A.I. 2/19/26
Dominic Chu and the Investment Committee debate the other risks to the market including the health of the U.S. consumer and tensions flaring in the Middle East. Plus, the desk debates the oil & gas sector as Iran talks rattle the crude markets. And later, the Committee shares their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Tech's Concentration Situation 2/18/26
Scott Wapner and the Investment Committee debate whether Big Tech stocks are turning around and how you should trade them. Plus, the Committee shares 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.
Trading the Tech Takedown 2/17/26
Scott Wapner and the Investment Committee debate the threats AI pose to the tech sector and how you should navigate it. Plus, the Committee shares their top dividend stock strategies. And later, Josh Brown spotlights Real Estate stocks 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.
Buy the AI Sell-Off? 2/13/26
Scott Wapner and the Investment Committee debate how to trade the AI Sell-off and whether now is a good buying opportunity. Plus, the Committee share their latest portfolio moves. And later, the desk debate when it's a good time to get into a stock. 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.
How to Trad the Tech Sell-Off 2/12/26
Scott Wapner and the Investment Committee debate how you should navigate the tech sell-off and protect your portfolio. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights one homebuilder 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.
How to Trade Around the Hot Jobs Report 2/11/26
Scott Wapner and the Investment Committee debate how to play the hot jobs report pushing stocks higher. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on two Committee names reporting earnings tonight. 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.
Trading the Stock Surge 2/10/26
Scott Wapner and the Investment Committee debate the surge in stocks and how you should trade it. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights 'Halo' Stocks 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.
How Far Can the Rally Run? 2/9/26
Scott Wapner and the Investment Committee debate how far the rally can run and how you should position your portfolio. Plus, the Committee is making some major portfolio moves, they reveal their strategies. And later, CNBC's Contessa Brewer joins us to discuss sports betting hitting record highs after last night's Super Bowl. 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.
Brad Gerstner, Jensen Huang and Treasury Secretary Scott Bessent join us live 2/6/26
Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday. Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech & software selloff, the markets and more. Plus, Nvidia CEO Jensen Huang gives us his view of the AI trade, competition with China, and where he sees tech going from here. And later, Treasury Secretary Scott Bessent joins us to discuss the Kevin Warsh nomination to Fed Chair, Trump accounts, the dollar and the markets. 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.
The AI Spend-A-Palooza 2/5/26
Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bowl Champion Joe Montana and Super Bowl 17 winner Joe Theismann. They discuss football, business and investing. 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.
Navigating the Pullback in Software 2/4/26
Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. 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.
Navigating the Tech Sell-Off 2/3/26
Scott Wapner and the Investment Committee debate the sell-off in tech and how you should navigate the volatility in the Mega-Cap names. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights three 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.
Navigating the Volatile Market 2/2/26
Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance. And later, we get to the Setup on some key Committee names reporting in the next 24 hours. 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.
The Committee Reacts to the Fed Chair Pick 1/30/26
Scott Wapner and the Investment Committee debate what the Kevin Warsh pick means for the market and your money. Plus, we hit the latest Calls of the Day. And later, the desk give you their Setup on next week's key earnings reports. 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.
Are Mega-Cap Expectations too High? 1/29/26
Scott Wapner and the Investment Committee debate Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Nucor 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.
The S&P Crosses Another Milestone 1/28/26
Scott Wapner and the Investment Committee debate the S&P hitting $7,000 for the first time ever. What does it mean for the market and your money. Plus, the desk discusses their top energy plays for 2026. And later, we hit some Committee names reporting earnings tomorrow morning. 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.
A Critical 72 Hours Ahead for the Market 1/27/26
Scott Wapner and the Investment Committee debate how important the next few days are for the rally as Mega Cap Earnings, the Fed Decision and a potential government shutdown hang over stocks. Plus, the desk reacts to a letter from Activist Investor Dan Loeb and his firm Third Point calling for a new board for Costar Group, citing "weak oversight." And later, we hit the Setup on some Committee names reporting earnings tomorrow. 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.
Analyzing the Huge Week Ahead for the Markets 1/26/26
Scott Wapner and the Investment Committee debate this pivotal week ahead for the markets with Mega Cap Earnings reporting in the coming days and the Fed Decision on Wednesday. Plus, the desk shares their latest portfolio moves. And later, we hit the latest Calls of the Day and how to trade them. 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.
The Pivotal Week Ahead 1/23/26
Scott Wapner and the Investment Committee debate the huge week ahead for the markets with Mega Cap Earnings reporting next week. Plus, the desk shares their latest portfolio moves. And later, we dive into Tesla Earnings next week, shareholder Bryn Talkington gives her take on the stock and how to trade it. 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.
Trading the Rebound 1/22/26
Scott Wapner and the Investment Committee debate how to trade the rebound in the markets after President Trump threatened tariffs on Tuesday. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights a solar stock 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.
The State of Stocks: Noise vs. Reality 1/21/26
Scott Wapner and the Investment Committee debate how to navigate the market and trade around the noise. Plus, Ark Invest's Cathie Wood joins us with her 2026 Outlook. 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.
Buy the Volatility? 1/20/26
Scott Wapner and the Investment Committee debate whether you should buy the volatility as President Trump's new threats of tariffs against Europe push stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Utilities 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.
The Road Ahead for the Rally 1/16/26
Frank Holland and the Investment Committee debate the road ahead for the rally and how to position your portfolio. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights CBRE Group 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.
Resilience and Rotation 1/15/26
Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio moves. And later, Taiwan Semi's earnings report reveals a 35% jump in profit on the AI boom. CNBC’s Kristina Partsinevelos joins us to discuss the latest in the chip space. The Committee shares their semis 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.
How to Trade the Market Volatility 1/14/26
Frank Holland and the Investment Committee debate how to trade the increased volatility in the market. Plus, the desk shares their latest portfolio moves. And later, Oil rebounding over the past week amid rising tensions in Iran and Venezuela, it's our Chart 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.
The Return of Volatility? 1/13/26
Scott Wapner and the Investment Committee debate whether we should expect more volatility in the market as stocks trade at record highs. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights Materials 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.
Reaction to the DOJ Probe of Fed Chair Powell 1/12/26
Scott Wapner and the Investment Committee react to the DOJ opening an investigation into Fed Chair Jerome Powell. CNBC’s Eamon Javers joins us with the latest out of Washington. Plus, the desk shares 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.
The Everything (Other than Tech) Rally 1/9/26
Scott Wapner and the Investment Committee discuss the broad rally across the market and how you should position your portfolio. Plus, the Committee shares the many moves they are making. And later, the desk debates whether Bitcoin is poised to break out. 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.
Assessing the Rally 1/8/26
Scott Wapner and the Investment Committee assess the rally and debate where markets are going from here. Plus, the Committee shares their latest portfolio moves. Also, Thomas Peterffy, Founder and Chairman of Interactive Brokers, joins us live to debate the surge in popularity of Prediction Markets and what it means for investors. And later, Josh Brown spotlights Energy 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.
Stocks Chasing Major Milestones 1/7/26
Scott Wapner and the Investment Committee their expectations of the market moving higher as the S&P and Dow aim for new record highs. 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.
Brad Gerstner Live on Halftime Report 1/6/26
Scott Wapner and the Investment Committee debate the Dow going for it's first 49k close and what it means for the market and your money. Plus, Brad Gerstner, founder, chairman, and CEO of Altimeter Capital joins us to discuss his market outlook and how he's positioning his portfolio for 2026. 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.
The Committee's 2026 Outlook 1/5/26
Scott Wapner and the Investment Committee Debate what 2026 will hold for stocks and how you can trade it. 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.
The Playbook for 2026 1/2/26
Courtney Reagan and the Investment Committee debate the setup for stocks in 2026 and how you should position your portfolio. Plus, the desk give you their top picks for 2026 and explain why these names are going higher. And, 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.
Positioning Your Portfolio for 2026 12/31/25
Frank Holland and the Investment Committee debate the key themes of 2026 and how to position your portfolio for the new year. Plus, the desk give you their top stock picks for 2026. And later, the Committee debate 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.
The Key Themes for Stocks in 2026 12/30/25
Frank Holland and the Investment Committee debate the main themes to look out for in 2026. CNBC's Steve Liesman also joins us with what to expect from the Fed next year. Plus, Josh Brown spotlights Hilton in his "Best Stocks in the Market." And later, the Committee debate the real estate 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.
The Final Push for the Year 12/29/25
Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And later, we discuss some retail names in the athleisure space as Lululemon launches a proxy fight to overhaul the board. 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.
The Final Trading Days of the Year 12/26/25
The Investment Committee debate the final trading days of 2025 and get ready for the year ahead. 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.
Strong GDP and Stocks 12/23/25
Scott Wapner and the Investment Committee debate what effect a strong GDP will have on stocks and what it means for your money. Plus, we hit the latest Calls of the Day. And later, Jenny Harrington shares her top dividend plays for 2026. 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.
The Key Questions for 2026 12/22/25
Scott Wapner and the Investment Committee debate the three key questions for stocks in 2026. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day. Josh Brown also spotlights a sector 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.
The Final Stretch of 2025 12/19/25
Scott Wapner and the Investment Committee debate the final stretch of 2025 and whether stocks can stage a rally into the new year. Uber and Lyft shares slide this week as the autonomous vehicle wars heat up. The desk talks about the prediction markets mania. CNBC Senior Markets Commentator 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.
Stocks Rally on CPI Print 12/18/25
Scott Wapner and the Investment Committee discuss the rally in stocks after a lighter than expected inflation print. The experts detail their latest portfolio moves and debate the trades in energy, and Joby. Josh Brown adds Nasdaq, Inc. to his list of Best Stocks in the Market. Michael Santoli joins the desk 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.
Stocks and AI Anxiety 12/17/25
Scott Wapner and the Investment Committee discuss the state of stocks as investors grapple with more AI anxiety. Rob Sechan details his latest portfolio moves. Pro golfer Rory McIlroy and Will McIntosh, Versant President of Digital Platforms and Ventures, join from Jupiter, Florida ahead of the inaugural Optum Golf Channel Games. 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.