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CNBC

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.

Halftime Report

Frank Holland and the Investment Committee debate the road ahead for the rally and how to position your portfolio. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights CBRE Group in his "Best Stocks in the Market." 

Investment Committee Disclosures

 
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The Road Ahead for the Rally 1/16/26

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

 
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Resilience and Rotation 1/15/26

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. 

 
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How to Trade the Market Volatility 1/14/26

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

 
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The Return of Volatility? 1/13/26

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

 
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Reaction to the DOJ Probe of Fed Chair Powell 1/12/26

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

 
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The Everything (Other than Tech) Rally 1/9/26

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 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.

Assessing the Rally 1/8/26

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

 
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Stocks Chasing Major Milestones 1/7/26

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

 
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Brad Gerstner Live on Halftime Report 1/6/26

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

 
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The Committee's 2026 Outlook 1/5/26

Scott Wapner and the investment committee discuss how to position your portfolio as the economy reopens. Also, the committee is making a lot of moves in this market we break them down.
Plus, why one of them is selling out of one high-flying FANG stock and buying into an older, traditional tech name. And, Pete Najarian’s latest trades in Unusual Activity.
 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

How to Play the Boom Trade

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