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1.574 afleveringen, van nieuw naar oud
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Is the AI Trade in Trouble? 11/5/26
5 november 2026 · 49 min
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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Post-Midterm Playbook 11/4/26
4 november 2026 · 40 min
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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More Volatility on the Way? 11/3/26
3 november 2026 · 44 min
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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New Month, Better Tech Trade? 11/2/26
2 november 2026 · 44 min
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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Amazon in Focus as the Nasdaq Slides 10/3026
30 oktober 2026 · 43 min
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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Tech Earnings Weigh on the AI Trade 10/29/26
29 oktober 2026 · 43 min
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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Countdown to the Fed Decision 10/28/26
28 oktober 2026 · 43 min
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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The AI Correction, Tech Earnings and the Rally 10/27/26
27 oktober 2026 · 43 min
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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The Investment Committee Prepares for a Pivotal Week 10/26/26
26 oktober 2026 · 43 min
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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Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
23 oktober 2026 · 43 min
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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The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26
22 oktober 2026 · 47 min
Scott Wapner and the Investment Committee debate their investment strategy as the scarcity of capital becomes apparent in the AI sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights IQVIA in his "Best Stocks in the Market." Lees meer
Investment Committee Disclosures
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Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
21 oktober 2026 · 44 min
Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy Allaire to discuss the Genius Act, crypto markets and AI banking risks. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Chinese market. Lees meer
Investment Committee Disclosures
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The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26
20 oktober 2026 · 44 min
Scott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh Brown spotlights Waters Corporation and Thermo Fisher in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. Lees meer
Investment Committee Disclosures
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Managing Risk in a Volatile Market 10/19/26
19 oktober 2026 · 44 min
Scott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. Lees meer
Investment Committee Disclosures
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AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26
16 oktober 2026 · 43 min
Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commodities Lees meer
Investment Committee Disclosures
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The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26
15 oktober 2026 · 49 min
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus, Sridhar Ramaswamy, CEO of Snowflake, joins us to discuss the AI frontier and what it means for the market and your money. And later, Josh Brown spotlights Palantir in his "Best Stocks in the Market." Lees meer
Investment Committee Disclosures
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Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
14 oktober 2026 · 43 min
Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan Brennan brings us her interview with Lockheed Martin CEO Jim Taiclet and Under Secretary of Defense for Acquisition and Sustainment Michael Duffey. They discuss the ramp-up in missile production at Lockheed and what it means for the broader market. Lees meer
Investment Committee Disclosures
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Halftime Report Live at the CAIS Summit 10/13/26
13 oktober 2026 · 47 min
Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the alternative investment landscape. Glenn August, Oak Hill Advisors Founder & CEO, joins us to discuss AI, rates, the market and more. And later, Josh Brown spotlights some names in his "Best Stocks in the Market." Lees meer
Investment Committee Disclosures
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High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26
12 oktober 2026 · 43 min
Leslie Picker and the Investment Committee debates how to navigate Q3 earnings and whether the market is expecting too much from the reports. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Snapchat. Lees meer
Investment Committee Disclosures
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The State of the AI Trade 10/9/26
9 oktober 2026 · 43 min
Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Micron. Lees meer
Investment Committee Disclosures
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The Rally and Rising Rate Risk 10/8/26
8 oktober 2026 · 49 min
Scott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotlights Williams-Sonoma in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on JetBlue and Delta Air Lines. Lees meer
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Halftime Report Celebrates 15 Years 10/7/26
7 oktober 2026 · 49 min
Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later, we look back at the last 15 years of Halftime Report, revisiting the biggest calls, the sharpest debates and the moments that defined the show. Lees meer
Investment Committee Disclosures
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Stocks Hit Record Highs: Your Next Move 10/6/26
6 oktober 2026 · 43 min
Scott Wapner and the Investment Committee debate their next portfolio moves as stocks touch record highs. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Pepsi. Lees meer
Investment Committee Disclosures
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Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
5 oktober 2026 · 43 min
Scott Wapner and the Investment Committee debate their portfolio strategy as the Nasdaq and Yields take center stage in the market. Plus, Josh Brown joins us to break down his 2026 Winners and Losers. And later, CNBC’s Oliver Renick joins the desk to discuss the latest Options Action in Brazil. Lees meer
Investment Committee Disclosures
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Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26
2 oktober 2026 · 44 min
Frank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Bitcoin. Lees meer
Investment Committee Disclosures
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The Investment Committee's Q4 Strategy 10/1/26
1 oktober 2026 · 44 min
Melissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights West Pharmaceutical Services in his "Best Stocks in the Market." Lees meer
Investment Committee Disclosures
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The Setup into Q4 9/30/26
30 september 2026 · 47 min
Jon Fortt and the Investment Committee debate how they're setting up their portfolios as we head into the fourth quarter. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Financials. Lees meer
Investment Committee Disclosures
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Sam Altman Live at OpenAI Dev Day 9/29/26
29 september 2026 · 52 min
Scott Wapner and the Investment Committee are joined by CNBC’s Kate Rooney with OpenAI CEO Sam Altman ahead of the company's DevDay 2026 to discuss all things AI. Plus, the desk debate the latest Call of the Day on Netflix. Lees meer
Investment Committee Disclosures
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Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26
28 september 2026 · 44 min
Scott Wapner and the Investment Committee debate whether rising rates and higher oil makes them more cautious with their portfolio. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Gold ETF Options Flows. Lees meer
Investment Committee Disclosures
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The Run in Rates 9/25/26
25 september 2026 · 44 min
Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cboe Global Markets. Lees meer
Investment Committee Disclosures
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Historic U.S.-China Summit: AI & Trade in Focus 9/24/26
24 september 2026 · 50 min
Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house to discuss all things AI. Stephanie Link details her latest trade. Josh Brown talks his Best Stocks in the Market. Lees meer
Investment Committee Disclosures
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Playing the Rise in Oil and Yields: Your Next Move 9/23/26
23 september 2026 · 43 min
Scott Wapner and the Investment Committee debate how to trade the rise in oil and yields. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the bond market. Lees meer
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The Nasdaq Surge: The Investment Committee's Strategy 9/22/26
22 september 2026 · 44 min
Leslie Picker and the Investment Committee debate how to trade the surge in the Nasdaq. Plus, Josh Brown spotlights cybersecurity names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day. Lees meer
Investment Committee Disclosures
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Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26
21 september 2026 · 44 min
Leslie Picker and the Investment Committee debate their strategy as oil and yields fall pushing stocks higher. Plus, the CEO of Eli Lilly joins us with his company's GLP-1 Strategy. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the crypto space. Lees meer
Investment Committee Disclosures
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Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26
18 september 2026 · 44 min
Leslie Picker and the Investment Committee debate how to navigate the inflation risks to the rally. Plus, the desk share their latest portfolio moves. And later, CNBC's Sharon Epperson joins us to discuss whether AI has taken over your 401(k). Lees meer
Investment Committee Disclosures
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Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26
17 september 2026 · 44 min
Mike Santoli and the Investment Committee debate how to trade the rebound in the market after the Fed hiked interest rates by 25 basis points yesterday. Plus, CNBC’s Leslie Picker joins us with Bruce Flatt, Brookfield CEO, to discuss rates, the AI boom and his firm's strategy. And later, we hit the latest Calls of the Day. Lees meer
Investment Committee Disclosures
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Debate: Is a Hike Coming? 9/16/26
16 september 2026 · 44 min
Scott Wapner and the Investment Committee debate whether the Fed will hike rates today and what it would mean for the markets. CNBC’s Steve Liesman joins us to discuss the latest news out of Washington. Plus, legendary sports broadcaster Al Michaels joins us ahead of the Bills vs Lions game tomorrow to discuss the game, the NFL, the markets and more. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Options flows in the energy markets. Lees meer
Investment Committee Disclosures
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Live From Future Proof: AI's Regulatory Divide 9/15/26
15 september 2026 · 43 min
Scott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss the latest news on AI's regulatory divide. Plus, Rick Rieder, Blackrock's Global Fixed Income CIO, joins us to discuss the Fed, rate hikes, the markets and more. And later, the desk detail their latest portfolio moves. Lees meer
Investment Committee Disclosures
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AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26
14 september 2026 · 44 min
Mike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's driving AI fears. Plus, the desk reveals what they're expecting out of the Fed Rate Decision on Wednesday and what it will mean for the market and your money. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on the volatility index. Lees meer
Investment Committee Disclosures
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Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26
11 september 2026 · 46 min
Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss the backlash against AI and what it means for the future of the AI sector. And later, the desk share their latest portfolio moves. Lees meer
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Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
10 september 2026 · 44 min
Scott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." Lees meer
Investment Committee Disclosures
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Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26
9 september 2026 · 43 min
Scott Wapner and the Investment Committee debates whether the risk of a correction is rising in the markets and how you should trade it. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Apple. Lees meer
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Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
8 september 2026 · 43 min
Scott Wapner and the Investment Committee debates whether it's time to get bullish ahead of the big Apple iPhone event and CPI report this week. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy Sector. Lees meer
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The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26
4 september 2026 · 43 min
Scott Wapner and the Investment Committee debates the return of the Mag 7 and share their top strategies with those names. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. Lees meer
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Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26
3 september 2026 · 43 min
Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market." Lees meer
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Time to Be Cautious on Stocks? 9/2/26
2 september 2026 · 44 min
Scott Wapner and the Investment Committee discuss the outlook for stocks as bond yields ease. The experts weigh in on the data center debate. Calls of the Day are on Vertex, Eli Lilly, and Wynn Resorts. Oliver Renick reports on Options Action. Jim Lebenthal details his latest portfolio move. Lees meer
Investment Committee Disclosures
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The September Setup: The Investment Committe's Strategy 9/1/26
1 september 2026 · 47 min
Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell in his "Best Stocks in the Market." Lees meer
Investment Committee Disclosures
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Markets after Nvidia and Warsh: Your Next Move 8/31/26
31 augustus 2026 · 47 min
Scott Wapner and the Investment Committee debate the next move in your portfolio following Nvidia earnings and Fed Chair Kevin Warsh's comments last week. Plus, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Tesla. Bryn bought some more, she explains. And later, the desk discuss four big mergers announced today. Lees meer
Investment Committee Disclosures
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Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/26
28 augustus 2026 · 44 min
Scott Wapner and the Investment Committee debate Fed Chairman Kevin Warsh's latest speech in Jackson Hole and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, CNBC's Steve Liesman sits down with Chicago Fed President Austan Goolsbee to discuss Kevin Warsh's speech, monetary policy and more. Lees meer
Investment Committee Disclosures
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Trading Nvidia's Mega Moment: The Investment Committee Weighs In 8/27/26
27 augustus 2026 · 43 min
Scott Wapner and the Investment Committee debate Nvidia's blowout earnings report last night and what it means for the market and your money. Plus, Josh Brown spotlights Airbnb in his "Best Stocks in the Market." And later, CNBC's Oliver Renick joins us to discuss the latest Options Action in SpaceX. Lees meer
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