Halftime Report

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 i...

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 collect...

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.

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...

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 collect...

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...

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 co...

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 c...

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 Simp...

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.

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 comp...

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.adswi...

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 comp...

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.

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 Simple...

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...

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 an...

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...

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 an...

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...

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 collectio...

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 Dis...

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 persona...

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 pe...

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.