About this podcast
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.
Episodes
The newest 50 of 1,579 episodes
- NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26 · 47 minNovember 12, 2026; 12pm: Frank Holland and the Halftime Report team break down NVIDIA’s reported leadership upheaval, Jensen Wong’s exit, Colette Kress as interim CEO, and the…
- AI Relief Rally, Nvidia Governance and CoreWeave Earnings · 43 minNovember 11, 2026; 12pm: Scott Wapner and the Halftime Report panel break down the AI relief rally after CoreWeave’s earnings, Nvidia’s rebound and governance overhang, and…
- NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets · 46 minNovember 11, 2026; 12pm: Scott Wapner and the committee debate hot CPI, rising yields, NVIDIA’s selloff and leadership overhang, plus Anthropic’s IPO plans and what the AI trade…
- NVIDIA Fallout and AI Trade Rotation · 43 minNovember 9, 2026; 12pm: Scott Wapner and the Investment Committee debate the market rebound, NVIDIA’s board investigation and Jensen Huang succession risk, plus the ripple…
- More Tech Trouble Ahead? 11/6/26 · 44 minScott Wapner and the Investment Committee discuss the latest on the tech trade as it tries to rebound. The experts detail their latest portfolio moves. Mike Santoli reacts to the…
- Is the AI Trade in Trouble? 11/5/26 · 49 minScott Wapner and the Investment Committee discuss the tech wreckage with the Nasdaq getting hammered. The experts detail their latest trades. Jon Fortt sits down for a First on…
- Post-Midterm Playbook 11/4/26 · 40 minScott Wapner and the Investment Committee discuss the post-midterm playbook with stocks surging. Bill Baruch details his latest trades. Calls of the Day include debates on…
- More Volatility on the Way? 11/3/26 · 44 minScott Wapner and the Investment Committee discuss the state of stocks and whether more volatility is on the way after the midterms. Joe Terranova details his latest trade. Josh…
- New Month, Better Tech Trade? 11/2/26 · 44 minScott Wapner and the Investment Committee discuss the state of the tech trade after the worst month in a year and a half. Plus, the setup on Apple and Palantir earnings after the…
- Amazon in Focus as the Nasdaq Slides 10/3026 · 43 minScott Wapner and the Investment Committee debate how to navigate the selloff in tech. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us…
- Tech Earnings Weigh on the AI Trade 10/29/26 · 43 minOctober 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new AI competition concerns while…
- Countdown to the Fed Decision 10/28/26 · 43 minLeslie Picker and the Investment Committee are joined by CNBC’s Steve Liesman to discuss the latest news ahead of the Fed Decision this afternoon. The desk debates what it will…
- The AI Correction, Tech Earnings and the Rally 10/27/26 · 43 minScott Wapner and the Investment Committee debate whether the AI correction is over and how tech earnings will affect the rally. Plus, Josh Brown, CEO of Ritholtz Wealth…
- The Investment Committee Prepares for a Pivotal Week 10/26/26 · 43 minScott Wapner and the Investment Committee debates the pivotal week ahead as some key earnings reports and a Fed Decision loom over the market. Plus, the desk discusses some…
- Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · 43 minScott Wapner and the Investment Committee reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their latest portfolio moves. And later…
- The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26 · 47 minScott Wapner and the Investment Committee debate their investment strategy as the scarcity of capital becomes apparent in the AI sector. Plus, the desk shares their latest…
- Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · 44 minScott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy…
- The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26 · 44 minScott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh Brown spotlights Waters Corporation and…
- Managing Risk in a Volatile Market 10/19/26 · 44 minScott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the latest Calls of the Day. And later…
- AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26 · 43 minLeslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio…
- The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26 · 49 minScott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus…
- Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · 43 minFrank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio…
- Halftime Report Live at the CAIS Summit 10/13/26 · 47 minScott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the…
- High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · 43 minLeslie Picker and the Investment Committee debates how to navigate Q3 earnings and whether the market is expecting too much from the reports. Plus, we hit the latest Calls of the…
- The State of the AI Trade 10/9/26 · 43 minScott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And…
- The Rally and Rising Rate Risk 10/8/26 · 49 minScott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotlights Williams-Sonoma in his "Best…
- Halftime Report Celebrates 15 Years 10/7/26 · 49 minScott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later…
- Stocks Hit Record Highs: Your Next Move 10/6/26 · 43 minScott Wapner and the Investment Committee debate their next portfolio moves as stocks touch record highs. Plus, the desk shares their latest portfolio moves. And later, CNBC’s…
- Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26 · 43 minScott Wapner and the Investment Committee debate their portfolio strategy as the Nasdaq and Yields take center stage in the market. Plus, Josh Brown joins us to break down his…
- Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26 · 44 minFrank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise. Plus, the desk shares their latest portfolio moves. And later, CNBC’s…
- The Investment Committee's Q4 Strategy 10/1/26 · 44 minMelissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves…
- The Setup into Q4 9/30/26 · 47 minJon Fortt and the Investment Committee debate how they're setting up their portfolios as we head into the fourth quarter. Plus, the desk share their latest portfolio moves. And…
- Sam Altman Live at OpenAI Dev Day 9/29/26 · 52 minScott Wapner and the Investment Committee are joined by CNBC’s Kate Rooney with OpenAI CEO Sam Altman ahead of the company's DevDay 2026 to discuss all things AI. Plus, the desk…
- Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26 · 44 minScott Wapner and the Investment Committee debate whether rising rates and higher oil makes them more cautious with their portfolio. Plus, the desk shares their latest portfolio…
- The Run in Rates 9/25/26 · 44 minFrank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the…
- Historic U.S.-China Summit: AI & Trade in Focus 9/24/26 · 50 minScott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins…
- Playing the Rise in Oil and Yields: Your Next Move 9/23/26 · 43 minScott Wapner and the Investment Committee debate how to trade the rise in oil and yields. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins…
- The Nasdaq Surge: The Investment Committee's Strategy 9/22/26 · 44 minLeslie Picker and the Investment Committee debate how to trade the surge in the Nasdaq. Plus, Josh Brown spotlights cybersecurity names in his "Best Stocks in the Market." And…
- Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26 · 44 minLeslie Picker and the Investment Committee debate their strategy as oil and yields fall pushing stocks higher. Plus, the CEO of Eli Lilly joins us with his company's GLP-1…
- Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26 · 44 minLeslie Picker and the Investment Committee debate how to navigate the inflation risks to the rally. Plus, the desk share their latest portfolio moves. And later, CNBC's Sharon…
- Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26 · 44 minMike Santoli and the Investment Committee debate how to trade the rebound in the market after the Fed hiked interest rates by 25 basis points yesterday. Plus, CNBC’s Leslie…
- Debate: Is a Hike Coming? 9/16/26 · 44 minScott Wapner and the Investment Committee debate whether the Fed will hike rates today and what it would mean for the markets. CNBC’s Steve Liesman joins us to discuss the latest…
- Live From Future Proof: AI's Regulatory Divide 9/15/26 · 43 minScott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss…
- AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26 · 44 minMike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's…
- Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26 · 46 minScott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital…
- Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26 · 44 minScott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their…
- Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26 · 43 minScott Wapner and the Investment Committee debates whether the risk of a correction is rising in the markets and how you should trade it. Plus, the desk share their latest…
- Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26 · 43 minScott Wapner and the Investment Committee debates whether it's time to get bullish ahead of the big Apple iPhone event and CPI report this week. Plus, we hit the latest Calls of…
- The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26 · 43 minScott Wapner and the Investment Committee debates the return of the Mag 7 and share their top strategies with those names. Plus, the desk shares their latest portfolio moves. And…
- Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26 · 43 minScott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the…
