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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 are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk share their latest portfolio moves. And later, we've got not one, but two legendary NFL Quarterbacks joining us: Four time Super Bowl Champion Joe Montana and Super Bowl 17 winner Joe Theismann. They discuss football, business and investing. 

Investment Committee Disclosures

 
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The AI Spend-A-Palooza 2/5/26

Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. 

 
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Navigating the Pullback in Software 2/4/26

Scott Wapner and the Investment Committee debate the sell-off in tech and how you should navigate the volatility in the Mega-Cap names. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights three names in his "Best Stocks in the Market."

Investment Committee Disclosures

 
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Navigating the Tech Sell-Off 2/3/26

Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance. And later, we get to the Setup on some key Committee names reporting in the next 24 hours. 

Investment Committee Disclosures

 
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Navigating the Volatile Market 2/2/26

Scott Wapner and the Investment Committee debate what the Kevin Warsh pick means for the market and your money. Plus, we hit the latest Calls of the Day. And later, the desk give you their Setup on next week's key earnings reports. 

Investment Committee Disclosures

 
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The Committee Reacts to the Fed Chair Pick 1/30/26

Scott Wapner and the Investment Committee debate Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Nucor in his "Best Stocks in the Market."

Investment Committee Disclosures

 
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Are Mega-Cap Expectations too High? 1/29/26

Scott Wapner and the Investment Committee debate the S&P hitting $7,000 for the first time ever. What does it mean for the market and your money. Plus, the desk discusses their top energy plays for 2026. And later, we hit some Committee names reporting earnings tomorrow morning. 

Investment Committee Disclosures

 
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The S&P Crosses Another Milestone 1/28/26

Scott Wapner and the Investment Committee debate how important the next few days are for the rally as Mega Cap Earnings, the Fed Decision and a potential government shutdown hang over stocks. Plus, the desk reacts to a letter from Activist Investor Dan Loeb and his firm Third Point calling for a new board for Costar Group, citing "weak oversight." And later, we hit the Setup on some Committee names reporting earnings tomorrow. 

Investment Committee Disclosures

 
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A Critical 72 Hours Ahead for the Market 1/27/26

Scott Wapner and the Investment Committee debate this pivotal week ahead for the markets with Mega Cap Earnings reporting in the coming days and the Fed Decision on Wednesday. Plus, the desk shares their latest portfolio moves. And later, we hit the latest Calls of the Day and how to trade them. 

Investment Committee Disclosures

 
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Analyzing the Huge Week Ahead for the Markets 1/26/26

Scott Wapner and the Investment Committee debate the huge week ahead for the markets with Mega Cap Earnings reporting next week. Plus, the desk shares their latest portfolio moves. And later, we dive into Tesla Earnings next week, shareholder Bryn Talkington gives her take on the stock and how to trade it. 

Investment Committee Disclosures

 
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The Pivotal Week Ahead 1/23/26

Frank Holland and the Investment Committee discuss the sell-off as rate fears accelerate. The Call of the Day is on Microsoft, as Morgan Stanley raises its price target on the stock. The panel reacts to Meta’s Threads debut. And the Chart of the Day is Disney.

 

Investment Committee Disclosures

 
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Rate Shock Hits Stocks 7/6/23

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