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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 how to trade the AI Sell-off and whether now is a good buying opportunity. Plus, the Committee share their latest portfolio moves. And later, the desk debate when it's a good time to get into a stock. 

Investment Committee Disclosures

 
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Buy the AI Sell-Off? 2/13/26

Scott Wapner and the Investment Committee debate how you should navigate the tech sell-off and protect your portfolio. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights one homebuilder 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.

How to Trad the Tech Sell-Off 2/12/26

Scott Wapner and the Investment Committee debate how to play the hot jobs report pushing stocks higher. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on two Committee names reporting earnings tonight. 

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.

How to Trade Around the Hot Jobs Report 2/11/26

Scott Wapner and the Investment Committee debate the surge in stocks and how you should trade it. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights 'Halo' Stocks 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.

Trading the Stock Surge 2/10/26

Scott Wapner and the Investment Committee debate how far the rally can run and how you should position your portfolio. Plus, the Committee is making some major portfolio moves, they reveal their strategies. And later, CNBC's Contessa Brewer joins us to discuss sports betting hitting record highs after last night's Super Bowl. 

Investment Committee Disclosures

 
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How Far Can the Rally Run? 2/9/26

Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday. Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech & software selloff, the markets and more. Plus, Nvidia CEO Jensen Huang gives us his view of the AI trade, competition with China, and where he sees tech going from here. And later, Treasury Secretary Scott Bessent joins us to discuss the Kevin Warsh nomination to Fed Chair, Trump accounts, the dollar and the 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.

Brad Gerstner, Jensen Huang and Treasury Secretary Scott Bessent join us live 2/6/26

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

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigating the Volatile Market 2/2/26

As Amazon, Microsoft, Facebook and Google all reach new milestones today, Scott Wapner and the Investment Committee debate whether those stocks are key to a summer rally. Is it too late to buy them, or do you still have time to get in? BMO chief Investment Strategist, Brian Belski, also joins us to share his bull case for stocks and why slow and steady will win the race. Plus, China stocks getting whacked on fears about a crackdown. Should you buy on the drop? Or, stay away? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Stocks Drop as Mega-Cap Names Hit Record Highs

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