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Halftime Report

Halftime Report

1,482 episodes — Page 3 of 30

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.

Jan 30, 202644 min

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.

Jan 29, 202644 min

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.

Jan 28, 202647 min

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.

Jan 27, 202644 min

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.

Jan 26, 202643 min

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.

Jan 23, 202644 min

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.

Jan 22, 202647 min

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.

Jan 21, 202647 min

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.

Jan 20, 202644 min

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.

Jan 16, 202645 min

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.

Jan 15, 202644 min

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.

Jan 14, 202643 min

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.

Jan 13, 202644 min

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.

Jan 12, 202644 min

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.

Jan 9, 202643 min

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.

Jan 8, 202647 min

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.

Jan 7, 202643 min

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.

Jan 6, 202647 min

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.

Jan 5, 202652 min

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.

Jan 2, 202644 min

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.

Dec 31, 202543 min

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.

Dec 30, 202543 min

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.

Dec 29, 202544 min

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.

Dec 26, 202543 min

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.

Dec 23, 202547 min

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.

Dec 22, 202544 min

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.

Dec 19, 202544 min

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.

Dec 18, 202543 min

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.

Dec 17, 202546 min

The State of Stocks 12/16/25

Scott Wapner and the Investment Committee discuss the state of stocks as one firm says investors are more bullish than they've been in years. The experts detail their latest portfolio moves. Calls of the Day include Digital Realty, Coinbase, Costco, Gap, GE Aerospace, and GE Vernova. Sarat Sethi joins with a Trade Alert on his new buy and two sells. 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.

Dec 16, 202544 min

Final Full Trading Week of 12/15/25

Scott Wapner and the Investment Committee debate how to trade the final full trading week of the year. Plus, they 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.

Dec 15, 202546 min

Fresh AI Jitters Shake the Market 12/12/25

Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade and the market. CNBC's Seema Mody joins us with the latest out of Oracle. Plus, the Committee shares there many 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.

Dec 12, 202543 min

The Post-Fed Market 12/11/25

Scott Wapner and the Investment Committee debate the state of the market after Fed Chair Powell announced another rate cut yesterday. Plus, the desk shares their latest portfolio moves. And later, a street fight on Uber. Stephanie Link sells out of the name but Josh Brown disagress, they both make their 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.

Dec 11, 202542 min

Counting Down to the Fed Rate Decision 12/10/25

Scott Wapner and the Investment Committee prepare for Fed Chair Jerome Powell's speech later today that will decide the next direction for rates and the rally. CNBC's Steve Liesman joins us with the latest out of Washington. 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.

Dec 10, 202546 min

The Market Pushes to New Highs 12/9/25

Scott Wapner highlights the Investment Committee's latest moves as the market pushes to new highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Carvana 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.

Dec 9, 202546 min

Trading the Pivotal Week for the Market 12/8/25

Scott Wapner and the Investment Committee debate how to trade this week with a Fed Decision looming and Oracle and Broadcom reporting earnings. CNBC's Steve Liesman joins us with the latest out of the Fed and what to expect from Jerome Powell. Plus, we hit the latest Calls of the Day. 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.

Dec 8, 202546 min

Is the 'FOMO' Rally Here? 12/5/25

Scott Wapner and the Investment Committee debate whether a 'Fear of Missing Out' rally is upon us and how you should navigate it. Plus, Josh Brown selling 85% of his Netflix stake after the company announces its acquisition of Warner Bros., Kevin Simpson thinks it's a mistake, they make their case. And later, Josh Brown spotlights a stock on 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.

Dec 5, 202544 min

Meta's Much Needed Moment 12/4/25

Scott Wapner and the Investment Committee discuss Meta's hiring of Apple's Head of Design. What does it mean for the companies and how you should trade it now. 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.

Dec 4, 202544 min

Can Stocks Rally to Year-End? 12/3/25

Dominic Chu and the Investment Committee debate the Cyber sector after Bryn sells Salesforce. Plus, the rest of the Committee share their latest portfolio moves. And later, the desk shares their Holiday Shopping List for stocks heading into 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.

Dec 3, 202544 min

Can Stocks Rally to Year-End? 12/2/25

Scott Wapner and the Investment Committee debate whether stocks can rally into year-end as the final month of trading is underway. Plus, Josh Brown spotlights three stocks in his "Best Stocks in the Market." And later, the desk 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.

Dec 2, 202547 min

The Final Month of Trade for 2025 12/1/25

Scott Wapner and the Investment Committee debate how to trade the final month of the year, with December being a historically positive month for stocks. Plus, we hit the latest Calls of the Day. 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.

Dec 1, 202544 min

Will Stocks Rally into Year-End? 11/28/25

Scott Wapner and the Investment Committee debate whether the market will rally into year-end. Plus, the Committee share their latest portfolio moves. And later, Bryn explain why she's buying more Bitmine Immersion as Bitcoin paces for its vest week since October 3rd. 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.

Nov 28, 202544 min

The Setup for Stocks into Year-End 11/26/25

Frank Holland and the Investment Committee debate the setup for stocks into year-end as we head into the Thanksgiving holiday. Plus, CNBC’s Courtney Reagan joins ‘Halftime Report’ to discuss the latest news on retail's most important week of the year. We discuss what it means for the retail sector. And later, the Committee share the stocks they are thankful for this year. 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.

Nov 26, 202543 min

Alphabet's Climb to a $4 Trillion Market Cap 11/25/25

Scott Wapner and the Investment Committee discuss the resurgence in tech and Alphabet's climb to a $4 Trillion market cap. Plus, the Committee 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.

Nov 25, 202547 min

The Tech Rebound and Market Rally 11/24/25

Scott Wapner and the Investment Committee debate how to trade the rebound in tech stocks and what it means for the market. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Health Care 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.

Nov 24, 202547 min

Playing the Pop 11/21/25

The Halftime Investment Committee breaks down their best strategies as stocks push higher. Plus, new trades from Bill Baruch and Kevin Simpson. And Josh Brown spotlights one big bank on his Best Stocks in the Market list. 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.

Nov 21, 202544 min

Nvidia Turns Negative: What it Means for the Market 11/20/25

Frank Holland and the Investment Committee debate what to do now that Nvidia has turned negative, Bitcoin breaks below $90k, and the rest of the market continues to fall. Plus, Walmart leads the Dow today, the Committee discuss their retail strategy. And later, the desk shares their strategy about some of their stocks on the move today. 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.

Nov 20, 202544 min

Looking Ahead to Nvidia Earnings 11/19/25

Scott Wapner and the Investment Committee debate what's riding on Nvidia earnings and what it will mean for the markets and your money. 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.

Nov 19, 202547 min

Is a Bigger AI Correction Coming? 11/18/25

Scott Wapner and the Investment Committee debate whether a bigger correction in the AI sector is coming as the selloff in tech continues. Plus, CNBC’s Mackenzie Sigalos joins us to discuss the latest news on Bitcoin triggering a death cross, the desk discusses how to trade the crypto space. And later, Josh Brown spotlights Health Care 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.

Nov 18, 202547 min

The State of the AI Trade 11/17/25

Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. 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.

Nov 17, 202544 min