Halftime Report
By: CNBC
Language: en
Categories: Business, Investing, News
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 Everything (Other than Tech) Rally 1/9/26
Jan 09, 2026Scott Wapner and the Investment Committee discuss the broad rally across the market and how you should position your portfolio. Plus, the Committee shares the many moves they are making. And later, the desk debates whether Bitcoin is poised to break out.
Investment Committee Disclosures
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Duration: 00:43:53Assessing the Rally 1/8/26
Jan 08, 2026Scott Wapner and the Investment Committee assess the rally and debate where markets are going from here. Plus, the Committee shares their latest portfolio moves. Also, Thomas Peterffy, Founder and Chairman of Interactive Brokers, joins us live to debate the surge in popularity of Prediction Markets and what it means for investors. And later, Josh Brown spotlights Energy in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:47:05Halftime Report: 1/7/26
Jan 07, 2026Listen to 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.
Investment Committee Disclosures
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Duration: 00:43:53Brad Gerstner Live on Halftime Report 1/6/26
Jan 06, 2026Scott Wapner and the Investment Committee debate the Dow going for it's first 49k close and what it means for the market and your money. Plus, Brad Gerstner, founder, chairman, and CEO of Altimeter Capital joins us to discuss his market outlook and how he's positioning his portfolio for 2026.
Investment Committee Disclosures
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Duration: 00:47:00The Committee's 2026 Outlook 1/5/25
Jan 05, 2026Courtney Reagan and the Investment Committee Debate what 2026 will hold for stocks and how you can trade it. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:52:35The Playbook for 2026 1/2/26
Jan 02, 2026Courtney Reagan and the Investment Committee debate the setup for stocks in 2026 and how you should position your portfolio. Plus, the desk give you their top picks for 2026 and explain why these names are going higher. And, the Committee shares their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:44:17Positioning Your Portfolio for 2026 12/31/25
Dec 31, 2025Frank 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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Duration: 00:43:23The Key Themes for Stocks in 2026 12/30/25
Dec 30, 2025Frank 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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Duration: 00:43:12The Final Push for the Year 12/29/25
Dec 29, 2025Frank 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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Duration: 00:44:09Halftime Report: 12/26/25
Dec 26, 2025Listen to 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.
Investment Committee Disclosures
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Duration: 00:43:42Strong GDP and Stocks 12/23/25
Dec 23, 2025Scott 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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Duration: 00:47:13The Key Questions for 2026 12/22/25
Dec 22, 2025Scott 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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Duration: 00:44:29The Final Stretch of 2025 12/19/25
Dec 19, 2025Scott 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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Duration: 00:44:18Stocks Rally on CPI Print 12/18/25
Dec 18, 2025Scott 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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Duration: 00:43:53Stocks and AI Anxiety 12/17/25
Dec 17, 2025Scott 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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Duration: 00:46:05The State of Stocks 12/16/25
Dec 16, 2025Scott 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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Duration: 00:44:11Final Full Trading Week of 12/15/25
Dec 15, 2025Scott Wapner and the Investment Committee debate how to trade the final full trading week of the year. Plus, they share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:46:57Fresh AI Jitters Shake the Market 12/12/25
Dec 12, 2025Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade and the market. CNBC's Seema Mody joins us with the latest out of Oracle. Plus, the Committee shares there many portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:43:53The Post-Fed Market 12/11/25
Dec 11, 2025Scott Wapner and the Investment Committee debate the state of the market after Fed Chair Powell announced another rate cut yesterday. Plus, the desk shares their latest portfolio moves. And later, a street fight on Uber. Stephanie Link sells out of the name but Josh Brown disagress, they both make their case.
Investment Committee Disclosures
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Duration: 00:42:59Counting Down to the Fed Rate Decision 12/10/25
Dec 10, 2025Scott Wapner and the Investment Committee prepare for Fed Chair Jerome Powell's speech later today that will decide the next direction for rates and the rally. CNBC's Steve Liesman joins us with the latest out of Washington. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Duration: 00:46:09The Market Pushes to New Highs 12/9/25
Dec 09, 2025Scott Wapner highlights the Investment Committee's latest moves as the market pushes to new highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Carvana in his "Best Stocks in the Market."
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Duration: 00:46:21Trading the Pivotal Week for the Market 12/8/25
Dec 08, 2025Scott Wapner and the Investment Committee debate how to trade this week with a Fed Decision looming and Oracle and Broadcom reporting earnings. CNBC's Steve Liesman joins us with the latest out of the Fed and what to expect from Jerome Powell. Plus, we hit the latest Calls of the Day. And later, the Committee share their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:46:54Is the 'FOMO' Rally Here? 12/5/25
Dec 05, 2025Scott Wapner and the Investment Committee debate whether a 'Fear of Missing Out' rally is upon us and how you should navigate it. Plus, Josh Brown selling 85% of his Netflix stake after the company announces its acquisition of Warner Bros., Kevin Simpson thinks it's a mistake, they make their case. And later, Josh Brown spotlights a stock on his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:44:26Meta's Much Needed Moment 12/4/25
Dec 04, 2025Scott Wapner and the Investment Committee discuss Meta's hiring of Apple's Head of Design. What does it mean for the companies and how you should trade it now. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:44:12Can Stocks Rally to Year-End? 12/3/25
Dec 03, 2025Dominic Chu and the Investment Committee debate the Cyber sector after Bryn sells Salesforce. Plus, the rest of the Committee share their latest portfolio moves. And later, the desk shares their Holiday Shopping List for stocks heading into 2026.
Investment Committee Disclosures
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Duration: 00:44:27Can Stocks Rally to Year-End? 12/2/25
Dec 02, 2025Scott Wapner and the Investment Committee debate whether stocks can rally into year-end as the final month of trading is underway. Plus, Josh Brown spotlights three stocks in his "Best Stocks in the Market." And later, the desk shares their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:47:09The Final Month of Trade for 2025
Dec 01, 2025Scott Wapner and the Investment Committee debate how to trade the final month of the year, with December being a historically positive month for stocks. Plus, we hit the latest Calls of the Day. And later, the Committee shares their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:44:06Will Stocks Rally into Year-End? 11/28/25
Nov 28, 2025Scott Wapner and the Investment Committee debate whether the market will rally into year-end. Plus, the Committee share their latest portfolio moves. And later, Bryn explain why she's buying more Bitmine Immersion as Bitcoin paces for its vest week since October 3rd.
Investment Committee Disclosures
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Duration: 00:44:19The Setup for Stocks into Year-End 11/26/25
Nov 26, 2025Frank Holland and the Investment Committee debate the setup for stocks into year-end as we head into the Thanksgiving holiday. Plus, CNBC’s Courtney Reagan joins ‘Halftime Report’ to discuss the latest news on retail's most important week of the year. We discuss what it means for the retail sector. And later, the Committee share the stocks they are thankful for this year.
Investment Committee Disclosures
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Duration: 00:43:28Alphabet's Climb to a $4 Trillion Market Cap 11/25/25
Nov 25, 2025Scott Wapner and the Investment Committee discuss the resurgence in tech and Alphabet's climb to a $4 Trillion market cap. Plus, the Committee 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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Duration: 00:47:20The Tech Rebound and Market Rally 11/24/25
Nov 24, 2025Scott Wapner and the Investment Committee debate how to trade the rebound in tech stocks and what it means for the market. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Health Care in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:47:17PLAYING THE POP 11/21/25
Nov 21, 2025The Halftime Investment Committee breaks down their best strategies as stocks push higher. Plus, new trades from Bill Baruch and Kevin Simpson. And Josh Brown spotlights one big bank on his Best Stocks in the Market list.
Investment Committee Disclosures
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Duration: 00:44:14Nvidia Turns Negative: What it Means for the Market 11/20/25
Nov 20, 2025Frank Holland and the Investment Committee debate what to do now that Nvidia has turned negative, Bitcoin breaks below $90k, and the rest of the market continues to fall. Plus, Walmart leads the Dow today, the Committee discuss their retail strategy. And later, the desk shares their strategy about some of their stocks on the move today.
Investment Committee Disclosures
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Duration: 00:44:22Looking Ahead to Nvidia Earnings 11/19/25
Nov 19, 2025Scott Wapner and the Investment Committee debate what's riding on Nvidia earnings and what it will mean for the markets and your money. Plus, the desk shares their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:47:27Is a Bigger AI Correction Coming? 11/18/25
Nov 18, 2025Scott Wapner and the Investment Committee debate whether a bigger correction in the AI sector is coming as the selloff in tech continues. Plus, CNBC’s Mackenzie Sigalos joins us to discuss the latest news on Bitcoin triggering a death cross, the desk discusses how to trade the crypto space. And later, Josh Brown spotlights Health Care in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:47:20The State of the AI Trade 11/17/25
Nov 17, 2025Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:44:12AI Anxiety and Cut Concerns Hit Stocks 11/14/25
Nov 14, 2025Scott Wapner and the investment Committee discuss the high anxiety in the markets as the AI trade extends its selloff. The experts detail their latest portfolio moves. The bitcoin breakdown continues. Calls of the Day include Disney, Progressive and Waste Management. Michael Santoli joins the desk with his Midday Word. The Setup is on the big retailers reporting earnings next week.
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Duration: 00:43:39Is a Greater Rotation Coming? 11/13/25
Nov 13, 2025Scott Wapner and the Investment Committee debate whether a greater rotation is coming and if a December rate cut is on the table. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Exxon in his 'Best Stocks in the Market.'
Investment Committee Disclosures
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Duration: 00:44:04Navigating the "Everything Rally" 11/12/25
Nov 12, 2025Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share their latest portfolio moves.
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Duration: 00:43:42The Final Stretch Setup 11/11/25
Nov 11, 2025Scott Wapner and the Investment Committee debate how to trade the final stretch of the year as the market opens mixed today. Plus, Stephanie Link shares her latest portfolio moves in the consumer space. And later, Josh Brown spotlights Aerospace & Defense in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:44:27The Reopening Rally 11/10/25
Nov 10, 2025Scott Wapner and the Investment Committee debate the reopening rally and how to trade it as the government shutdown nears an end. Plus, Jim Chanos unwinds his Strategy short, the Committee debate the move. And later Bill Baruch calls in with his latest trades.
Investment Committee Disclosures
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Duration: 00:43:00Tech's Tumultuous Week 11/7/25
Nov 07, 2025Scott Wapner and the Investment Committee discuss the state of the AI trade after a tumultuous week for tech. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market.
Investment Committee Disclosures
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Duration: 00:44:24The Pullback Playbook 11/6/25
Nov 06, 2025Frank Holland and the Investment Committee lay out their pullback playbook as stocks are under pressure again today. Plus, the desk debates Elon Musk's pay package as the results of that vote drops today. And later, we talk crypto after Ark's Cathie Wood said this morning she was trimming her Bitcoin bull case.
Investment Committee Disclosures
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Duration: 00:43:56Halftime Report Live from Schwab Impact in Denver 11/5/25
Nov 05, 2025Scott Wapner is live at Schwab Impact in Denver, Colorado where a record 2800 advisors have arrived to discuss the market, consumer sentiment and where stocks are heading next. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins us to discuss it all. Plus, Omar Aguilar, CEO & CIO of Schwab Asset Management, joins ‘Halftime Report’ to explain why Schwab voted in favor of Elon Musk's $1 Trillion pay package. And later, the desk shares their crypto strategy as Bitcoin hovers around the $100k range.
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Duration: 00:43:31Is the Rally on Solid Ground? 11/4/25
Nov 04, 2025Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:44:01New Month, New Strategy 11/3/25
Nov 03, 2025Frank Holland and the Investment Committee debate their November Playbook for stocks and how you should position yourself into year end. Plus, we hit some Committee stocks on the move and how to trade them. And later, we get to the Setup on some key earnings reports dropping in the next 24 hours.
Investment Committee Disclosures
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Duration: 00:44:07The Year's Stretch Run 10/31/25
Oct 31, 2025Scott Wapner and the Investment Committee discuss the market's massive week as a new trading month looms. The experts detail their latest portfolio moves. Josh Brown is back with his Best Stocks in the Market. The Setup is on next week's top earnings to watch.
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Duration: 00:46:44Trading the Massive Market Day 10/30/25
Oct 30, 2025Frank Holland and the Investment Committee debate tech earnings taking center stage and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, the Committee gives you the earnings setup on stocks beyond big tech.
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Duration: 00:44:24Trading the Massive Market Day 10/29/25
Oct 29, 2025Scott Wapner and the Investment Committee debate the massive market day with Nvidia becoming the first five trillion-dollar company, Alphabet, Meta and Microsoft reporting in overtime and a Fed decision dropping later today. What does it all mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, And later, the Committee get to the setup on some key names reporting in the next 24 hours beyond the big tech companies.
Investment Committee Disclosures
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Duration: 00:43:39Trading the 'Tech Palooza' 10/28/25
Oct 28, 2025Scott Wapner and the Investment Committee debate mega cap tech stocks as Apple and Microsoft hit major milestones. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights two energy names in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:47:22Trading the Critical Week Ahead 10/27/25
Oct 27, 2025Scott Wapner and the Investment Committee debate this critical week for your money with mega cap earnings, a Fed decision, the President Trump and China's Xi meeting and more on deck. Plus, the desk debate whether Elon Musk is worth his trillion dollar pay package for Tesla. And later, Gold extends its recent slide, the committee debate how to trade the precious metal.
Investment Committee Disclosures
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Duration: 00:44:12Record High Strategies 10/24/25
Oct 24, 2025Scott Wapner and the Investment Committee debate their strategies when stocks are at record highs. Plus, they share their latest portfolio moves. And later, the desk debates the best long and short ideas for Q4.
Investment Committee Disclosures
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Duration: 00:44:31Trading the Earnings Movers 10/23/25
Oct 23, 2025Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights a brokerage firm in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:44:06Mega Cap Earnings In Focus 10/22/25
Oct 22, 2025Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk debates how to trade it. Plus, Steve Weiss trimming a mega cap name, he explains why. And later, we hit the latest Calls of the Day in the financial sector.
Investment Committee Disclosures
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Duration: 00:43:22The Set-Up for Stocks 10/21/25
Oct 21, 2025Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest portfolio moves, including Jim Lebenthal buying more Cleveland-Cliffs. And later, we discuss whether the private credit shock waves are fading in the market.
Investment Committee Disclosures
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Duration: 00:44:11Trading Apple at All-Time Highs 10/20/25
Oct 20, 2025Scott Wapner and the Investment Committee debate how to trade Apple as it touches record highs today. Plus, Josh Brown spotlights another stock in his "Best Stocks in the Market." And later, the Committee discuss some of their stocks on the move.
Investment Committee Disclosures
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Duration: 00:44:18Cracks Forming in the Private Credit Market? 10/17/25
Oct 17, 2025Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee are making some major portfolio moves, they share the details of each one.
Investment Committee Disclosures
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Duration: 00:43:54Trading the Market Volatility 10/16/25
Oct 16, 2025Scott Wapner and the Investment Committee discuss the market volatility and how to trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown shares two more stocks being added to his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:49:55The Market Weighs China Trade Tensions 10/15/25
Oct 15, 2025Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:43:20Live from the CAIS Alternatives Conference in Beverly Hills 10/14/25
Oct 14, 2025Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and more. Plus, Franklin Templeton CEO Jenny Johnson and Oak Hill Advisors CEO Glenn August joins us live with their take.
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Duration: 00:54:44Return of the Tariff Threat? 10/13/25
Oct 13, 2025Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. Plus we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:47:20New China Tensions Dragging Stocks Lower 10/10/25
Oct 10, 2025Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tariffs against Beijing. Plus, the Committee share their latest portfolio moves. And later, CNBC's Leslie Picker joins us with the latest on the First Brands bankruptcy and what it means for the future of private credit and the markets.
Investment Committee Disclosures
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Duration: 01:01:06AI Buildout vs. Dotcom Bubble 10/9/25
Oct 09, 2025Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."
Investment Committee Disclosures
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Duration: 00:44:10AI Deals Lift Stocks 10/8/25
Oct 08, 2025Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:44:25Is an “Everything Rally” Coming? 10/7/25
Oct 07, 2025Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips. And later, the Committee share their latest portfolio moves.
Investment Committee Disclosures
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Duration: 00:44:21DEBATE: Is AI Artificially Inflated? 10/6/25
Oct 06, 2025Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it.
Investment Committee Disclosures
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Duration: 00:44:05Is an AI Bubble Brewing? 10/3/25
Oct 03, 2025Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market”
Investment Committee Disclosures
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Duration: 00:43:33The Record Rally's Road Ahead 10/2/25
Oct 02, 2025Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it. Plus, the desk debated the hottest sector this week, healthcare. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:43:40Best Q4 Strategies 10/01/25
Oct 01, 2025Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2025.
Investment Committee Disclosures
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Duration: 00:46:55Your Q4 Playbook 9/30/25
Sep 30, 2025Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move.
Investment Committee Disclosures
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Duration: 00:44:14Year-End Rally or a Reversal Ahead? 9/29/25
Sep 29, 2025Scott Wapner and the Investment Committee debate Goldman’s upgrade of global equities and what it means for a year-end rally. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:44:27The Committee Reacts to the New Tariffs 9/26/25
Sep 26, 2025Dom Chu and the Investment Committee debate the new tariffs Trump announced today. What will the tariffs mean for the market and your money. Plus, BMO’s Brian Belski joins us with a target raise on the S&P to $7,000, he’ll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it now.
Investment Committee Disclosures
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Duration: 00:49:59The State of the AI Trade 9/25/25
Sep 25, 2025Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors.
Investment Committee Disclosures
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Duration: 00:44:16Halftime Report 9/24/25
Sep 24, 2025Listen to 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.
Investment Committee Disclosures
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Duration: 00:44:13The Fate of the Record Rally 9/23/25
Sep 23, 2025Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he’s spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell.
Investment Committee Disclosures
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Duration: 00:35:50The Best Stock Strategies Following a Rate Cut 9/22/25
Sep 22, 2025Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed’s rate cut last week. Plus, CNBC’s Jon Fortt brings us some breaking news, Nvidia investing up to $100 Billion in OpenAI to build computing infrastructure. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:49:41Your All-Time Highs Playbook 9/19/25
Sep 19, 2025Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. Plus. The desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:44:22The Post-Fed Playbook 9/18/25
Sep 18, 2025Scott Wapner and the Investment Committee debate your post-Fed playbook, as stocks hit record highs following yesterday's rate cut. The experts detail their latest portfolio moves. Calls of the Day include Walmart, Costco, American Express, and Progressive. Josh Brown highlights Expedia for his Best Stocks in the Market spotlight.
Investment Committee Disclosures
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Duration: 00:44:18Awaiting the Fed Decision 9/17/25
Sep 17, 2025Frank Holland and the Investment Committee debate the fate of the rally as we count down to a high-stakes Fed decision today. CNBC Senior Economics Reporter Steve Liesman joins us with the latest. Plus, Lyft rising while Uber falls, it’s our Chart of the Day. And later, the desk discuss the latest Calls of the Day.
Investment Committee Disclosures
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Duration: 00:44:28The Road Ahead for the Record Rally 9/16/25
Sep 16, 2025Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares her latest portfolio moves. And later, Josh Browm spotlights another stock for his “Best Stocks in the Market”
Investment Committee Disclosures
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Duration: 00:44:14Alphabet Crosses the $3 Trillion Mark 9/15/25
Sep 15, 2025Courtney Reagan and the Investment Committee debate the critical week for your money as more key data and the next Fed decision loom large. Plus, Alphabet crosses a $3 trillion market cap, the desk discuss their big tech strategy. And later, the committee talk about Elon Musk’s $1 billion buy of Tesla stock and what it means for the company.
Investment Committee Disclosures
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Duration: 00:43:54Your Rate Cut Playbook 9/12/25
Sep 12, 2025Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape.
Investment Committee Disclosures
Duration: 00:44:20The Resilient Bull Run 9/11/25
Sep 11, 2025Scott Wapner and the Investment Committee debate stocks setting new records and the best way to invest in this resilient bull run. Plus, the desk shares their latest portfolio moves. And later, legendary broadcaster Al Michaels joins us to discuss tonight's NFL game between the Washington Commanders vs. the Green Bay Packers and the 2025 season. Josh Brown also gives Al a new stock recommendation.
Investment Committee Disclosures
Duration: 00:44:14Rethinking the AI Trade 9/10/25
Sep 10, 2025Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade. Plus, we discuss some of the Committee’s stocks on the move. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
Duration: 00:42:54Halftime Report live from Future Proof in Huntington Beach, California. 9/9/25
Sep 09, 2025Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals. We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm. Plus, Blackrock’s Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC’s Leslie Picker brings us an interview from JPM’s Jamie Dimon to talk about his new HQ in NYC.
Duration: 00:46:07The Fate of the Record Rally 9/8/25
Sep 08, 2025Frank Holland and the Investment Committee debate the fate of the record rally as we ick off a critical week for the markets and your money. Plus, the desk discuss some of their stocks that are on the move. And later, we take a look at the latest Calls of the Day.
Investment Committee Disclosures
Duration: 00:43:52Rethinking the AI Trade 9/5/25
Sep 05, 2025Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves.
Investment Committee Disclosures
Duration: 00:44:17AI Trade Intact? 9/4/25
Sep 04, 2025Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include Disney, Leidos, and 3M. Josh Brown is back with his Best Stocks in the Market. The earnings setup is on Lululemon.
Investment Committee Disclosures
Duration: 00:44:27Alphabet’s Mega Move 9/3/25
Sep 03, 2025Scott Wapner and the Investment Committee debate the stunning google move and how you should trade it now. Plus, we discuss the latest Calls of the Day on Citigroup. And later, Julia Boorstin joins us with the latest on the NFL season kicking off and the brewing battle between the league and the services that tracks its ratings.
Investment Committee Disclosures
Duration: 00:44:13Trading the Weak September Start 9/2/25
Sep 02, 2025Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tariffs in doubt following last week’s court ruling. Plus, Josh Brown shares some updates to his “Best Stocks in the Market.” And later, the desk discuss the latest Calls of the Day on Newmont, Netflix and Verizon.
Investment Committee Disclosures
Duration: 00:44:12Your September Strategy 8/29/25
Aug 29, 2025Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stocks. And later, the Committee share their latest portfolio moves.
Investment Committee Disclosures
Duration: 00:44:14Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25
Aug 28, 2025Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us to react to Nvidia's earnings last night. The stock is his second largest holding.
Investment Committee Disclosures
Duration: 00:55:50Can Nvidia Earnings Match the Hype 8/27/25
Aug 28, 2025Scott Wapner and the Investment Committee countdown to Nvidia’s earnings report tonight and what it could mean for the broader market. Plus, Financials are hitting a new all-time high, the desk debate how to trade the banks. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
Duration: 00:44:14The Road Ahead for Stocks 8/26/25
Aug 26, 2025Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts react to stock moves in Netflix, Uber, Eli Lilly, AT&T, and Oklo. The desk talks about the state of the restaurant trade. Josh Brown updates the viewers on his “Best Stocks in the Market.” The Setup is on Ulta Beauty ahead of earnings later this week.
Investment Committee Disclosures
Duration: 00:44:10The Best Plays Post-Powell 8/25/25
Aug 25, 2025Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell’s pivot in Jackson Hole last Friday. Plus, we break down the latest Calls of the Day. Later, the desk shares their favorite bank stocks and strategies for the financial sector.
Investment Committee Disclosures
Duration: 00:49:49The Post-Powell Playbook 8/22/25
Aug 22, 2025Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more.
Investment Committee Disclosures
Duration: 00:44:32Pause or Pullback? 8/21/25
Aug 21, 2025Frank Holland and the Investment Committee debate whether we’re in a pause or pullback as stocks try to avoid a fifth straight day of losses. Plus, the committee share their latest portfolio moves. And later, Josh Brown adds Illinois Tool to his “Best Stocks in the Market,” he explains why.
Investment Committee Disclosures
Duration: 00:43:24Tech Pullback Stirs Market Fears 8/20/25
Aug 20, 2025Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves. And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector.
Investment Committee Disclosures
Duration: 00:44:24A Bubble in Tech? 8/19/25
Aug 19, 2025Scott Wapner and the Investment Committee whether there’s a bubble in tech after Sam Altman’s warning and now options traders bracing for a potential downturn. Plus, we hit the latest Calls of the Day. And later, Josh Brown reveals another stock that has made his ‘Best Stocks in the Market.’
Investment Committee Disclosures
Duration: 00:47:56Stocks Face a Critical Week 8/18/25
Aug 18, 2025Scott Wapner and the Investment Committee discuss the critical week for stocks as central bankers gather in Jackson Hole for their annual get-together. Plus a historic meeting at the White House today as European leaders and President Zelensky meet President Trump to discuss the Russia-Ukraine War. And later, the desk debate the latest Calls of the Day.
Investment Committee Disclosures
Duration: 00:55:29