Halftime Report

Afleveringen

1. Is the AI Trade in Trouble? 11/5/26

   5 november 2026 · 49 min

   Afspelen
   Scott Wapner and the Investment Committee discuss the tech wreckage with the Nasdaq getting hammered. The experts detail their latest trades. Jon Fortt sits down for a First on CNBC interview with Qualcomm CEO Cristiano Amon. Josh Brown talks about his Best Stocks in the market. Lees meer

   Investment Committee Disclosures

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2. Post-Midterm Playbook 11/4/26

   4 november 2026 · 40 min

   Afspelen
   Scott Wapner and the Investment Committee discuss the post-midterm playbook with stocks surging. Bill Baruch details his latest trades. Calls of the Day include debates on Lockheed Martin and Edwards Lifesciences. Mike Santoli reacts to the latest market moves. The Futures Trade highlights the pop in gold prices. Lees meer

   Investment Committee Disclosures

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3. More Volatility on the Way? 11/3/26

   3 november 2026 · 44 min

   Afspelen
   Scott Wapner and the Investment Committee discuss the state of stocks and whether more volatility is on the way after the midterms. Joe Terranova details his latest trade. Josh Brown talks about his Best Stocks in the Market. Mike Santoli reacts to the latest market moves. Oliver Renick reports Options Action on Uber. Lees meer

   Investment Committee Disclosures

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4. New Month, Better Tech Trade? 11/2/26

   2 november 2026 · 44 min

   Afspelen
   Scott Wapner and the Investment Committee discuss the state of the tech trade after the worst month in a year and a half. Plus, the setup on Apple and Palantir earnings after the bell tonight. Joe Terranova details his latest trades. Dominic Chu reports today's ETF Edge. Mike Santoli reacts to the latest market moves. Lees meer

   Investment Committee Disclosures

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5. Amazon in Focus as the Nasdaq Slides 10/3026

   30 oktober 2026 · 43 min

   Afspelen
   Scott Wapner and the Investment Committee debate how to navigate the selloff in tech. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on macro hedges. Lees meer

   Investment Committee Disclosures

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6. Tech Earnings Weigh on the AI Trade 10/29/26

   29 oktober 2026 · 43 min

   Afspelen
   October 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new AI competition concerns while Microsoft’s Azure growth resets expectations for Amazon and AWS. The committee also debates Booking Holdings, ServiceNow, Fortinet, Okta, fixed income, and where investors should be selective as AI spending and monetization remain the market’s biggest questions. Lees meer

   Investment Committee Disclosures

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7. Countdown to the Fed Decision 10/28/26

   28 oktober 2026 · 43 min

   Afspelen
   Leslie Picker and the Investment Committee are joined by CNBC’s Steve Liesman to discuss the latest news ahead of the Fed Decision this afternoon. The desk debates what it will mean to the market, big tech and your money. Plus, Andy Sieg, Head of Wealth at Citi, joins us to discuss private credit, AI in wealth management and Citi's commitment to AI safety. And later, the Committee shares their latest portfolio moves. Lees meer

   Investment Committee Disclosures

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8. The AI Correction, Tech Earnings and the Rally 10/27/26

   27 oktober 2026 · 43 min

   Afspelen
   Scott Wapner and the Investment Committee debate whether the AI correction is over and how tech earnings will affect the rally. Plus, Josh Brown, CEO of Ritholtz Wealth Management, joins us to spotlight Meta and Cloudflare in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Alphabet and Microsoft ahead of their earnings reports. Lees meer

   Investment Committee Disclosures

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9. The Investment Committee Prepares for a Pivotal Week 10/26/26

   26 oktober 2026 · 43 min

   Afspelen
   Scott Wapner and the Investment Committee debates the pivotal week ahead as some key earnings reports and a Fed Decision loom over the market. Plus, the desk discusses some stocks they own that are on the move today. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the software sector. Lees meer

   Investment Committee Disclosures

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

    23 oktober 2026 · 43 min

    Afspelen
    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. Lees meer

    Investment Committee Disclosures

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