Halftime Report
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- 1 580
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- Dernier épisode
- 13 Nov 2026
À propos du 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.
Épisodes 1 580
NVIDIA Fallout, Chip Volatility and the Case for 60/40
November 13, 2026; 12pm: Frank Holland and the Investment Committee analyze NVIDIA’s selloff after Jensen Huang resignation headlines, successor speculation involving Arm CEO Rene Haas, and broader chip …
Notes de l’épisode
November 13, 2026; 12pm: Frank Holland and the Investment Committee analyze NVIDIA’s selloff after Jensen Huang resignation headlines, successor speculation involving Arm CEO Rene Haas, and broader chip volatility. They also cover Anthropic’s IPO roadshow, retail earnings, market inflows, committee stock moves, and whether higher bond yields revive the 60/40 portfolio.
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NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26
November 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 ripple effects across the AI …
Notes de l’épisode
November 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 ripple effects across the AI trade, semiconductors, Apple, Broadcom, AMD and Alphabet. The episode also covers OpenAI’s latest fundraising, power-grid beneficiaries, Fed schedule changes, options flow, and final trades.
Investment Committee Disclosures
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AI Relief Rally, Nvidia Governance and CoreWeave Earnings
November 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 whether semis and momentum stocks …
Notes de l’épisode
November 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 whether semis and momentum stocks have bottomed. The panel also debates rates, energy downgrades, health care winners, retail resilience, Cisco earnings and options activity in SpaceX.
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NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets
November 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 means for Microsoft, Broadcom …
Notes de l’épisode
November 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 means for Microsoft, Broadcom, Amazon and software stocks. The key takeaway: investors are separating AI winners from weaker links as macro pressure, governance risk and new competition reshape market leadership.
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NVIDIA Fallout and AI Trade Rotation
November 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 effects across AI chips, hyperscalers …
Notes de l’épisode
November 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 effects across AI chips, hyperscalers, ETFs and Anthropic’s IPO. The committee also discusses Apple, Chipotle, LVMH, cybersecurity, KKR, private credit and final trades.
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More Tech Trouble Ahead? 11/6/26
Scott 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 latest market moves. Oliver …
Notes de l’épisode
Scott 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 latest market moves. Oliver Renick reports Options Action.
Investment Committee Disclosures
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Is the AI Trade in Trouble? 11/5/26
Scott 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 CNBC interview with Qualcomm CEO …
Notes de l’épisode
Scott 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 CNBC interview with Qualcomm CEO Cristiano Amon. Josh Brown talks about his Best Stocks in the market.
Investment Committee Disclosures
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Post-Midterm Playbook 11/4/26
Scott 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 Lockheed Martin and Edwards …
Notes de l’épisode
Scott 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 Lockheed Martin and Edwards Lifesciences. Mike Santoli reacts to the latest market moves. The Futures Trade highlights the pop in gold prices.
Investment Committee Disclosures
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More Volatility on the Way? 11/3/26
Scott 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 Brown talks about his Best Stocks …
Notes de l’épisode
Scott 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 Brown talks about his Best Stocks in the Market. Mike Santoli reacts to the latest market moves. Oliver Renick reports Options Action on Uber.
Investment Committee Disclosures
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New Month, Better Tech Trade? 11/2/26
Scott 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 bell tonight. Joe Terranova …
Notes de l’épisode
Scott 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 bell tonight. Joe Terranova details his latest trades. Dominic Chu reports today's ETF Edge. Mike Santoli reacts to the latest market moves.
Investment Committee Disclosures
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Amazon in Focus as the Nasdaq Slides 10/3026
Scott 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 to discuss the latest Options …
Notes de l’épisode
Scott 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 to discuss the latest Options Action on macro hedges.
Investment Committee Disclosures
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Tech Earnings Weigh on the AI Trade 10/29/26
October 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 Microsoft’s Azure growth resets …
Notes de l’épisode
October 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 Microsoft’s Azure growth resets expectations for Amazon and AWS. The committee also debates Booking Holdings, ServiceNow, Fortinet, Okta, fixed income, and where investors should be selective as AI spending and monetization remain the market’s biggest questions.
Investment Committee Disclosures
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Countdown to the Fed Decision 10/28/26
Leslie 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 mean to the market, big tech and …
Notes de l’épisode
Leslie 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 mean to the market, big tech and your money. Plus, Andy Sieg, Head of Wealth at Citi, joins us to discuss private credit, AI in wealth management and Citi's commitment to AI safety. And later, the Committee shares their latest portfolio moves.
Investment Committee Disclosures
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The AI Correction, Tech Earnings and the Rally 10/27/26
Scott 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 Management, joins us to spotlight Meta …
Notes de l’épisode
Scott 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 Management, joins us to spotlight Meta and Cloudflare in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Alphabet and Microsoft ahead of their earnings reports.
Investment Committee Disclosures
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The Investment Committee Prepares for a Pivotal Week 10/26/26
Scott 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 stocks they own that are on the move …
Notes de l’épisode
Scott 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 stocks they own that are on the move today. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the software sector.
Investment Committee Disclosures
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Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
Scott 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, CNBC’s Oliver Renick joins us to …
Notes de l’épisode
Scott 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, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy sector.
Investment Committee Disclosures
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The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26
Scott 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 portfolio moves. And later, Josh Brown …
Notes de l’épisode
Scott 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 portfolio moves. And later, Josh Brown spotlights IQVIA in his "Best Stocks in the Market."
Investment Committee Disclosures
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Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
Scott 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 Allaire to discuss the Genius Act …
Notes de l’épisode
Scott 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 Allaire to discuss the Genius Act, crypto markets and AI banking risks. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Chinese market.
Investment Committee Disclosures
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The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26
Scott 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 Thermo Fisher in his "Best …
Notes de l’épisode
Scott 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 Thermo Fisher in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX.
Investment Committee Disclosures
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Managing Risk in a Volatile Market 10/19/26
Scott 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, CNBC’s Oliver Renick joins us to …
Notes de l’épisode
Scott 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, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX.
Investment Committee Disclosures
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AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26
Leslie 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 moves. And later, CNBC’s Oliver …
Notes de l’épisode
Leslie 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 moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commodities
Investment Committee Disclosures
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The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26
Scott 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, Sridhar Ramaswamy, CEO of Snowflake …
Notes de l’épisode
Scott 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, Sridhar Ramaswamy, CEO of Snowflake, joins us to discuss the AI frontier and what it means for the market and your money. And later, Josh Brown spotlights Palantir in his "Best Stocks in the Market."
Investment Committee Disclosures
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Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan …
Notes de l’épisode
Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan Brennan brings us her interview with Lockheed Martin CEO Jim Taiclet and Under Secretary of Defense for Acquisition and Sustainment Michael Duffey. They discuss the ramp-up in missile production at Lockheed and what it means for the broader market.
Investment Committee Disclosures
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Halftime Report Live at the CAIS Summit 10/13/26
Scott 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 alternative investment …
Notes de l’épisode
Scott 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 alternative investment landscape. Glenn August, Oak Hill Advisors Founder & CEO, joins us to discuss AI, rates, the market and more. And later, Josh Brown spotlights some names in his "Best Stocks in the Market."
Investment Committee Disclosures
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High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26
Leslie 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 Day. And later, CNBC’s Oliver …
Notes de l’épisode
Leslie 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 Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Snapchat.
Investment Committee Disclosures
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The State of the AI Trade 10/9/26
Scott 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 later, CNBC’s Oliver Renick joins …
Notes de l’épisode
Scott 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 later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Micron.
Investment Committee Disclosures
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The Rally and Rising Rate Risk 10/8/26
Scott 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 Stocks in the Market." And later …
Notes de l’épisode
Scott 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 Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on JetBlue and Delta Air Lines.
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Halftime Report Celebrates 15 Years 10/7/26
Scott 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, we look back at the last 15 …
Notes de l’épisode
Scott 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, we look back at the last 15 years of Halftime Report, revisiting the biggest calls, the sharpest debates and the moments that defined the show.
Investment Committee Disclosures
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Stocks Hit Record Highs: Your Next Move 10/6/26
Scott 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 Oliver Renick joins us to discuss …
Notes de l’épisode
Scott 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 Oliver Renick joins us to discuss the latest Options Action on Pepsi.
Investment Committee Disclosures
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Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
Scott 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 2026 Winners and Losers. And …
Notes de l’épisode
Scott 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 2026 Winners and Losers. And later, CNBC’s Oliver Renick joins the desk to discuss the latest Options Action in Brazil.
Investment Committee Disclosures
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