Halftime Report

Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio moves. And later, Taiwan Semi's earnings report reveals a 35% jump in profit on the AI boom. CNBC’s Kristina Partsinevelos joins us to discuss the latest in the chip space. The Committee shares their semis strategy.  Investment Committee Disclosures...

Frank Holland and the Investment Committee debate how to trade the increased volatility in the market. Plus, the desk shares their latest portfolio moves. And later, Oil rebounding over the past week amid rising tensions in Iran and Venezuela, it's our Chart of the Day.  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 whether we should expect more volatility in the market as stocks trade at record highs. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights Materials in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our colle...

Scott Wapner and the Investment Committee react to the DOJ opening an investigation into Fed Chair Jerome Powell.  CNBC’s Eamon Javers joins us with the latest out of Washington. Plus, the desk 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...

Scott Wapner and the Investment Committee discuss the broad rally across the market and how you should position your portfolio. Plus, the Committee shares the many moves they are making. And later, the desk debates whether Bitcoin is poised to break out.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of p...

Scott Wapner and the Investment Committee assess the rally and debate where markets are going from here. Plus, the Committee shares their latest portfolio moves. Also, Thomas Peterffy, Founder and Chairman of Interactive Brokers, joins us live to debate the surge in popularity of Prediction Markets and what it means for investors. And later, Josh Brown spotlights Energy in his "Best Stocks in the...

Scott Wapner and the Investment Committee their expectations of the market moving higher as the S&P and Dow aim for new record highs. 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 advert...

Scott Wapner and the Investment Committee debate the Dow going for it's first 49k close and what it means for the market and your money. Plus, Brad Gerstner, founder, chairman, and CEO of Altimeter Capital joins us to discuss his market outlook and how he's positioning his portfolio for 2026.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform...

Scott Wapner and the Investment Committee Debate what 2026 will hold for stocks and how you can trade it. 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.

Courtney Reagan and the Investment Committee debate the setup for stocks in 2026 and how you should position your portfolio.  Plus, the desk give you their top picks for 2026 and explain why these names are going higher. And, the Committee shares their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c...

Frank Holland and the Investment Committee debate the key themes of 2026 and how to position your portfolio for the new year. Plus, the desk give you their top stock picks for 2026. And later, the Committee debate the latest Calls of the Day. I nvestment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...

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.