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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 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 

 
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The Run in Rates 9/25/26

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 

 
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Historic U.S.-China Summit: AI & Trade in Focus 9/24/26

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. 

 
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Playing the Rise in Oil and Yields: Your Next Move 9/23/26

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 

 
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The Nasdaq Surge: The Investment Committee's Strategy 9/22/26

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 information about our collection and use of personal data for advertising.

Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26

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 personal data for advertising.

Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26

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 AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26

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 discuss the latest Options Action on Options flows in the energy markets. 

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.

Debate: Is a Hike Coming? 9/16/26

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. 

 

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.

Live From Future Proof: AI's Regulatory Divide 9/15/26

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 Options Action on the volatility index. 

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 Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26

Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yardeni Research calls in to break it all down. Also, Nelson Peltz vs. Disney, the Committee debate whether the proxy fight can bring value back to Disney. And later, we’ve got some Calls of the Day on Cleveland Cliffs, American Tower, and ServiceNow - the Committee weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Inflation Eases Again: Game Changer for Stock? 1/12/23

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