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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

Scott Wapner and the Investment Committee debate their strategies as tech stocks surge. 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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Trading the Tech Surge: Your Next Move 8/7/26

Scott Wapner and the Investment Committee debate what catalysts the market needs to get the S&P to 8,000 by year end. Plus, we discuss how to trade SpaceX now that company insiders can sell stock. And later, Josh Brown spotlights Visa in his "Best Stocks in the Market." 

Investment Committee Disclosures

 
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Debating the Road to S&P 8,000 8/6/26

Scott Wapner and the Investment Committee debate whether the S&P 500 is headed for 8,000 as stocks extend their record highs. Plus, SpaceX sinks on soaring AI costs, shareholder Kevin Simpson calls in with his strategy on the stock. And later, Uber is lower after reporting weaker than expected guidance, the desk debate how to trade the name now. 

Investment Committee Disclosures

 
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Stocks Extend Record Highs: The Investment Committee's Strategy 8/5/26

Scott Wapner and the Investment Committee debate their strategy as some key earnings reports boosts the markets to record highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some Biotech names in his "Best Stocks in the Market." 

 
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Navigating a Stock Market at Record Highs 8/4/26

Scott Wapner and the Investment Committee debate their next move after a big week of mega-cap tech earnings. Plus, Joe Terranova shares the latest JOET ETF Rebalance, inside all his moves. And later, we discuss what the SpaceX lockup expirations means for the stock and how you should trade it. 

Investment Committee Disclosures

 
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The Post-Tech Earnings Rotation: Your Next Move 8/3/26

Michael Santoli and the Investment Committee discuss the state of the tech trade with major moves from Apple and Amazon after earnings. The experts detail their latest portfolio moves. Oliver Renick joins with Options Action. 

Investment Committee Disclosures

 
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Mega-Cap Earnings Aftermath 7/31/26

Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the day's biggest stock movers.

Investment Committee Disclosures

 
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Tim Cook's Final Earnings Call as Apple CEO 7/30/26

Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets.

 

Investment Committee Disclosures

 
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Fed and Tech Earnings in Focus 7/29/26

Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla.

Investment Committee Disclosures

 
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Can the Rally Outrun Semi Weakness? 7/28/26

Mike Santoli and the Investment Committee debate how to position your portfolio ahead of a big earnings week for stocks. Plus, Health Care is a top sector over the last 3 months, the desk discuss how to trade it at these levels. And later, CNBC's Oliver Renick joins us with the latest Options Action in the energy market.

 

Investment Committee Disclosures

 
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A Critical Week for Investors Ahead: Your Next Move 7/27/26

Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names 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.

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

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