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Halftime Report — Business
Halftime Report

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.

Copyright: © 2024 CNBC

Latest Episodes:

The Record-Setting Rally's Next Move 5/11/26 May 11, 2026

Show notes

Leslie Picker and the Investment Committee debate where the market is headed after hitting record highs. Plus, the desk share their latest portfolio moves. And later, we hit the latest Call of the Day on Diamondback Energy.

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.

State of the AI Trade 5/8/26 May 08, 2026

Show notes

Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems.

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.

How Long can the AI Trade Carry Stocks? 5/7/26 May 07, 2026

Show notes

Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market."

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.

Stocks Surge on Iran Deal Hopes: Your Next Move 5/6/26 May 06, 2026

Show notes

Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex in his "Best Stocks in the Market."

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strong Earnings Lift Stocks: How You Should Trade it 5/5/26 May 05, 2026

Show notes

Scott Wapner and the Investment Committee debate how to navigate the market as strong earnings push stocks higher. Plsu, Josh Brown spotlights eBay and Casey's in his "Best Stocks in the Market." And later, the desk share their latest portfolio moves.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Altimeter's Brad Gerstner on his Current Market Outlook 5/4/26 May 04, 2026

Show notes

Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves.

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.

Can the Market Move Higher in May? 5/1/26 May 01, 2026

Show notes

Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks. He tells you what to do with the stock now.

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 Mega Cap Winners & Losers 4/30/26 Apr 30, 2026

Show notes

Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day.

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.

A Make or Break Day for Stocks: The Committee's Top Strategies 4/29/26 Apr 29, 2026

Show notes

Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting earnings this week.

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.

Reaction to OpenAI's Revenue Miss: How to Trade it 4/28/26 Apr 28, 2026

Show notes

Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it. Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves.

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.

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