CNBC
Halftime Report
Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.
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Episodes
Trading the Earnings Movers 10/23/25 23.10.2025 44:06
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 co...
Mega Cap Earnings In Focus 10/22/25 22.10.2025 43:22
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...
The Set-Up for Stocks 10/21/25 21.10.2025 44:11
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.adswiz...
Trading Apple at All-Time Highs 10/20/25 20.10.2025 44:18
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...
Cracks Forming in the Private Credit Market? 10/17/25 17.10.2025 43:54
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.
Trading the Market Volatility 10/16/25 16.10.2025 49:55
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...
The Market Weighs China Trade Tensions 10/15/25 15.10.2025 43:20
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 adve...
Live from the CAIS Alternatives Conference in Beverly Hills 10/14/25 14.10.2025 54:44
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...
Return of the Tariff Threat? 10/13/25 13.10.2025 47:20
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 adver...
New China Tensions Dragging Stocks Lower 10/10/25 10.10.2025 1:01:06
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 Commit...
AI Buildout vs. Dotcom Bubble 10/9/25 09.10.2025 44:10
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.
AI Deals Lift Stocks 10/8/25 08.10.2025 44:25
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...
Is an “Everything Rally” Coming? 10/7/25 07.10.2025 44:21
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 Disclosur...
DEBATE: Is AI Artificially Inflated? 10/6/25 06.10.2025 44:05
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 an...
Is an AI Bubble Brewing? 10/3/25 03.10.2025 43:33
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...
The Record Rally's Road Ahead 10/2/25 02.10.2025 43:40
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...
Best Q4 Strategies 10/01/25 01.10.2025 46:55
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 t...
Your Q4 Playbook 9/30/25 30.09.2025 44:14
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 a...
Year-End Rally or a Reversal Ahead? 9/29/25 29.09.2025 44:27
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.
The Committee Reacts to the New Tariffs 9/26/25 26.09.2025 49:59
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 co...
The State of the AI Trade 9/25/25 25.09.2025 44:16
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...
Froth Fears Ratchet Up 9/24/25 24.09.2025 44:13
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.adsw...
The Fate of the Record Rally 9/23/25 23.09.2025 35:50
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...
The Best Stock Strategies Following a Rate Cut 9/22/25 22.09.2025 49:41
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 i...
Your All-Time Highs Playbook 9/19/25 19.09.2025 44:22
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.
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