Halftime Report

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 Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...

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." Investment Committee...

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...

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....

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. Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...

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.   Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll...

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou...

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.   Investment Committee Disclosures   Hosted by Simplecas...

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. Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers...

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.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

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.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and...

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."  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...

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.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...

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.    Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...

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. Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

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. Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

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. Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See...

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.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adverti...

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.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...

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). Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...

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.  Investment Committee Disclosures   Hosted by Simplecast, an AdsW...

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 dis...

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. ...

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 Opti...