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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 debate the key themes of 2026 and how to position your portfolio for the new year. Plus, the desk give you their top stock picks for 2026. And later, the Committee debate the latest Calls of the Day.I

nvestment Committee Disclosures

 
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Positioning Your Portfolio for 2026 12/31/25

Frank Holland and the Investment Committee debate the main themes to look out for in 2026. CNBC's Steve Liesman also joins us with what to expect from the Fed next year. Plus, Josh Brown spotlights Hilton in his "Best Stocks in the Market." And later, the Committee debate the real estate sector. 

Investment Committee Disclosures

 
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The Key Themes for Stocks in 2026 12/30/25

Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And later, we discuss some retail names in the athleisure space as Lululemon launches a proxy fight to overhaul the board. 

 

Investment Committee Disclosures

 
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The Final Push for the Year 12/29/25

The Investment Committee debate the final trading days of 2025 and get ready for the year ahead. 

Investment Committee Disclosures

 
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The Final Trading Days of the Year 12/26/25

Scott Wapner and the Investment Committee debate what effect a strong GDP will have on stocks and what it means for your money. Plus, we hit the latest Calls of the Day. And later, Jenny Harrington shares her top dividend plays for 2026. 

Investment Committee Disclosures

 
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Strong GDP and Stocks 12/23/25

Scott Wapner and the Investment Committee debate the three key questions for stocks in 2026. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day. Josh Brown also spotlights a sector in his "Best Stocks in the Market." 

Investment Committee Disclosures

 
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The Key Questions for 2026 12/22/25

Scott Wapner and the Investment Committee debate the final stretch of 2025 and whether stocks can stage a rally into the new year. Uber and Lyft shares slide this week as the autonomous vehicle wars heat up. The desk talks about the prediction markets mania. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word.

Investment Committee Disclosures

 
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The Final Stretch of 2025 12/19/25

Scott Wapner and the Investment Committee discuss the rally in stocks after a lighter than expected inflation print. The experts detail their latest portfolio moves and debate the trades in energy, and Joby. Josh Brown adds Nasdaq, Inc. to his list of Best Stocks in the Market. Michael Santoli joins the desk with his Midday Word.

Investment Committee Disclosures

 
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Stocks Rally on CPI Print 12/18/25

Scott Wapner and the Investment Committee discuss the state of stocks as investors grapple with more AI anxiety. Rob Sechan details his latest portfolio moves. Pro golfer Rory McIlroy and Will McIntosh, Versant President of Digital Platforms and Ventures, join from Jupiter, Florida ahead of the inaugural Optum Golf Channel Games. 

Investment Committee Disclosures

 
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Stocks and AI Anxiety 12/17/25

Scott Wapner and the Investment Committee discuss the state of stocks as one firm says investors are more bullish than they've been in years. The experts detail their latest portfolio moves. Calls of the Day include Digital Realty, Coinbase, Costco, Gap, GE Aerospace, and GE Vernova. Sarat Sethi joins with a Trade Alert on his new buy and two sells. 

Investment Committee Disclosures

 
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The State of Stocks 12/16/25

A great third quarter, but a rough September. Scott Wapner and the Investment Committee debate where to put your money to work in the final three months of the year.

 
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Where to Invest in Q4

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