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Halftime Report

Halftime Report

1,482 episodes — Page 4 of 30

AI Anxiety and Cut Concerns Hit Stocks 11/14/25

Scott Wapner and the Investment Committee discuss the high anxiety in the markets as the AI trade extends its selloff. The experts detail their latest portfolio moves. The bitcoin breakdown continues. Calls of the Day include Disney, Progressive and Waste Management. Michael Santoli joins the desk with his Midday Word. The Setup is on the big retailers reporting earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 14, 202543 min

Is a Greater Rotation Coming? 11/13/25

Scott Wapner and the Investment Committee debate whether a greater rotation is coming and if a December rate cut is on the table. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Exxon 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 13, 202544 min

Navigating the "Everything Rally" 11/12/25

Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share 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.

Nov 12, 202543 min

The Final Stretch Setup 11/11/25

Scott Wapner and the Investment Committee debate how to trade the final stretch of the year as the market opens mixed today. Plus, Stephanie Link shares her latest portfolio moves in the consumer space. And later, Josh Brown spotlights Aerospace & Defense 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 11, 202544 min

The Reopening Rally 11/10/25

Scott Wapner and the Investment Committee debate the reopening rally and how to trade it as the government shutdown nears an end. Plus, Jim Chanos unwinds his Strategy short, the Committee debate the move. And later Bill Baruch calls in with his latest trades.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 10, 202543 min

Tech's Tumultuous Week 11/7/25

Scott Wapner and the Investment Committee discuss the state of the AI trade after a tumultuous week for tech. The experts detail their latest portfolio moves. Josh Brown is back with 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 7, 202544 min

The Pullback Playbook 11/6/25

Frank Holland and the Investment Committee lay out their pullback playbook as stocks are under pressure again today. Plus, the desk debates Elon Musk's pay package as the results of that vote drops today. And later, we talk crypto after Ark's Cathie Wood said this morning she was trimming her Bitcoin bull 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.

Nov 6, 202543 min

Halftime Report Live from Schwab Impact in Denver 11/5/25

Scott Wapner is live at Schwab Impact in Denver, Colorado where a record 2800 advisors have arrived to discuss the market, consumer sentiment and where stocks are heading next. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins us to discuss it all. Plus, Omar Aguilar, CEO & CIO of Schwab Asset Management, joins ‘Halftime Report’ to explain why Schwab voted in favor of Elon Musk's $1 Trillion pay package. And later, the desk shares their crypto strategy as Bitcoin hovers around the $100k range. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 5, 202543 min

Is the Rally on Solid Ground? 11/4/25

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners 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 4, 202544 min

New Month, New Strategy 11/3/25

Frank Holland and the Investment Committee debate their November Playbook for stocks and how you should position yourself into year end. Plus, we hit some Committee stocks on the move and how to trade them. And later, we get to the Setup on some key earnings reports dropping 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.

Nov 3, 202544 min

The Year's Stretch Run 10/31/25

Scott Wapner and the Investment Committee discuss the market's massive week as a new trading month looms. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. The Setup is on next week's top earnings to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 31, 202546 min

Trading the Massive Market Day 10/30/25

Frank Holland and the Investment Committee debate tech earnings taking center stage and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, the Committee gives you the earnings setup on stocks beyond big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 30, 202544 min

Trading the Massive Market Day 10/29/25

Scott Wapner and the Investment Committee debate the massive market day with Nvidia becoming the first five trillion-dollar company, Alphabet, Meta and Microsoft reporting in overtime and a Fed decision dropping later today. What does it all mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, And later, the Committee get to the setup on some key names reporting in the next 24 hours beyond the big tech companies. 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.

Oct 29, 202543 min

Trading the 'Tech Palooza' 10/28/25

Scott Wapner and the Investment Committee debate mega cap tech stocks as Apple and Microsoft hit major milestones. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights two energy 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.

Oct 28, 202547 min

Trading the Critical Week Ahead 10/27/25

Scott Wapner and the Investment Committee debate this critical week for your money with mega cap earnings, a Fed decision, the President Trump and China's Xi meeting and more on deck. Plus, the desk debate whether Elon Musk is worth his trillion dollar pay package for Tesla. And later, Gold extends its recent slide, the committee debate how to trade the precious metal. 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.

Oct 27, 202544 min

Record High Strategies 10/24/25

Scott Wapner and the Investment Committee debate their strategies when stocks are at record highs. Plus, they share their latest portfolio moves. And later, the desk debates the best long and short ideas for Q4. 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.

Oct 24, 202544 min

Trading the Earnings Movers 10/23/25

Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights a brokerage firm 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.

Oct 23, 202544 min

Mega Cap Earnings In Focus 10/22/25

Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk debates how to trade it. Plus, Steve Weiss trimming a mega cap name, he explains why. And later, we hit the latest Calls of the Day in the financial 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.

Oct 22, 202543 min

The Set-Up for Stocks 10/21/25

Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest portfolio moves, including Jim Lebenthal buying more Cleveland-Cliffs. And later, we discuss whether the private credit shock waves are fading 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.

Oct 21, 202544 min

Trading Apple at All-Time Highs 10/20/25

Scott Wapner and the Investment Committee debate how to trade Apple as it touches record highs today. Plus, Josh Brown spotlights another stock in his "Best Stocks in the Market." And later, the Committee discuss some of their stocks on the move. 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.

Oct 20, 202544 min

Cracks Forming in the Private Credit Market? 10/17/25

Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee are making some major portfolio moves, they share the details of each one. 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.

Oct 17, 202543 min

Trading the Market Volatility 10/16/25

Scott Wapner and the Investment Committee discuss the market volatility and how to trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown shares two more stocks being added to 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.

Oct 16, 202549 min

The Market Weighs China Trade Tensions 10/15/25

Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. 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.

Oct 15, 202543 min

Live from the CAIS Alternatives Conference in Beverly Hills 10/14/25

Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and more. Plus, Franklin Templeton CEO Jenny Johnson and Oak Hill Advisors CEO Glenn August joins us live with their take. 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.

Oct 14, 202554 min

Return of the Tariff Threat? 10/13/25

Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. 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.

Oct 13, 202547 min

New China Tensions Dragging Stocks Lower 10/10/25

Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tariffs against Beijing. Plus, the Committee share their latest portfolio moves. And later, CNBC's Leslie Picker joins us with the latest on the First Brands bankruptcy and what it means for the future of private credit 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.

Oct 10, 20251h 1m

AI Buildout vs. Dotcom Bubble 10/9/25

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix 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.

Oct 9, 202544 min

AI Deals Lift Stocks 10/8/25

Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart 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.

Oct 8, 202544 min

Is an “Everything Rally” Coming? 10/7/25

Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips. 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.

Oct 7, 202544 min

DEBATE: Is AI Artificially Inflated? 10/6/25

Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss 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.

Oct 6, 202544 min

Is an AI Bubble Brewing? 10/3/25

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems 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.

Oct 3, 202543 min

The Record Rally's Road Ahead 10/2/25

Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it. Plus, the desk debated the hottest sector this week, healthcare. 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.

Oct 2, 202543 min

Best Q4 Strategies 10/01/25

Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2025. 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.

Oct 1, 202546 min

Your Q4 Playbook 9/30/25

Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move. 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.

Sep 30, 202544 min

Year-End Rally or a Reversal Ahead? 9/29/25

Scott Wapner and the Investment Committee debate Goldman’s upgrade of global equities and what it means for a year-end rally. 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.

Sep 29, 202544 min

The Committee Reacts to the New Tariffs 9/26/25

Dom Chu and the Investment Committee debate the new tariffs Trump announced today. What will the tariffs mean for the market and your money. Plus, BMO’s Brian Belski joins us with a target raise on the S&P to $7,000, he’ll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it now. 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.

Sep 26, 202549 min

The State of the AI Trade 9/25/25

Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors. 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.

Sep 25, 202544 min

Froth Fears Ratchet Up 9/24/25

Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what it means for the market and your money. Plus, the Committe share their buyback strategy. And later, CNBC's Dom Chu joins us with the latest from the Ryder Cup. 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.

Sep 24, 202544 min

The Fate of the Record Rally 9/23/25

Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he’s spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell. 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.

Sep 23, 202535 min

The Best Stock Strategies Following a Rate Cut 9/22/25

Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed’s rate cut last week. Plus, CNBC’s Jon Fortt brings us some breaking news, Nvidia investing up to $100 Billion in OpenAI to build computing infrastructure. 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.

Sep 22, 202549 min

Your All-Time Highs Playbook 9/19/25

Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. 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.

Sep 19, 202544 min

The Post-Fed Playbook 9/18/25

Scott Wapner and the Investment Committee debate your post-Fed playbook, as stocks hit record highs following yesterday's rate cut. The experts detail their latest portfolio moves. Calls of the Day include Walmart, Costco, American Express, and Progressive. Josh Brown highlights Expedia for his Best Stocks in the Market spotlight. 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.

Sep 18, 202544 min

Awaiting the Fed Decision 9/17/25

Frank Holland and the Investment Committee debate the fate of the rally as we count down to a high-stakes Fed decision today. CNBC Senior Economics Reporter Steve Liesman joins us with the latest. Plus, Lyft rising while Uber falls, it’s our Chart of the Day. And later, the desk discuss 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.

Sep 17, 202544 min

The Road Ahead for the Record Rally 9/16/25

Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares her latest portfolio moves. And later, Josh Browm spotlights another stock for 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.

Sep 16, 202544 min

Alphabet Crosses the $3 Trillion Mark 9/15/25

Courtney Reagan and the Investment Committee debate the critical week for your money as more key data and the next Fed decision loom large. Plus, Alphabet crosses a $3 trillion market cap, the desk discuss their big tech strategy. And later, the committee talk about Elon Musk’s $1 billion buy of Tesla stock and what it means for the company. 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.

Sep 15, 202543 min

Your Rate Cut Playbook 9/12/25

Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape. 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.

Sep 12, 202544 min

The Resilient Bull Run 9/11/25

Scott Wapner and the Investment Committee debate stocks setting new records and the best way to invest in this resilient bull run. Plus, the desk shares their latest portfolio moves. And later, legendary broadcaster Al Michaels joins us to discuss tonight's NFL game between the Washington Commanders vs. the Green Bay Packers and the 2025 season. Josh Brown also gives Al a new stock recommendation.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.

Sep 11, 202544 min

Rethinking the AI Trade 9/10/25

Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade. Plus, we discuss some of the Committee’s stocks on the move. 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.

Sep 10, 202542 min

Halftime Report live from Future Proof in Huntington Beach, California. 9/9/25

Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals. We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm. Plus, Blackrock’s Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC’s Leslie Picker brings us an interview from JPM’s Jamie Dimon to talk about his new HQ in NYC. 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.

Sep 9, 202546 min

The Fate of the Record Rally 9/8/25

Frank Holland and the Investment Committee debate the fate of the record rally as we ick off a critical week for the markets and your money. Plus, the desk discuss some of their stocks that are on the move. And later, we take a look at 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.

Sep 8, 202543 min