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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 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

Scott Wapner and the Investment Committee debate how to trade the rebound in the markets after President Trump threatened tariffs on Tuesday. Plus, the Committee shares their latest portfolio moves. And later, Josh Brown spotlights a solar stock in his "Best Stocks in the Market." 

Investment Committee Disclosures

 
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Trading the Rebound 1/22/26

Scott Wapner and the Investment Committee debate how to navigate the market and trade around the noise. Plus, Ark Invest's Cathie Wood joins us with her 2026 Outlook. And later, the desk share their latest portfolio moves. 

Investment Committee Disclosures

 
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The State of Stocks: Noise vs. Reality 1/21/26

Scott Wapner and the Investment Committee debate whether you should buy the volatility as President Trump's new threats of tariffs against Europe push stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Utilities in his "Best Stocks in the Market."

Investment Committee Disclosures

 
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Buy the Volatility? 1/20/26

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

Scott Wapner and the investment committee discuss the tech run as the Nasdaq goes for its longest winning streak in two years. The experts detail their latest portfolio moves. The calls of the day are on Nike, Home Depot and Lowe's. Earnings movers include Uber, Vertex Pharmaceuticals and NXP Semi. The desk debates the energy trade with oil prices at two-month lows.

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 Tech Run 11/7/23

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