Halftime Report

Episodios

• Gauging Market Momentum into June 6/1/26 01.06.2026 44m

  Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher.  Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their stocks that are on the move today. Investment Committee Disclosures
• The Parabolic Tech Mania Continues 5/29/26 29.05.2026 46m

  Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs. It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad. Investment Committee Disclosures
• Brad Gerstner on the Market, Tech and the Flood of Mega IPOs 5/28/26 28.05.2026 44m

  Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC's "Halftime Report” to talk everything from markets, tech and how to navigate the flood of mega IPOs releasing this year. Plus, Josh Brown spotlights Edwards Lifesciences in his "Best Stocks in the Market." And later, we hit the latest Call of the Day on Uber. Investment Committee Disclosures
• Tech Earnings Push Stocks Higher: Your Next Move 5/27/26 27.05.2026 46m

  Scott Wapner and the Investment Committee debate whether it's too late to buy the tech high-fliers. Plus, Robinhood will let AI agents trade on their platform, the desk debates what it means for their users and the market.  And later, Josh Brown spotlights Transports and makes some moves in his "Best Stocks in the Market." Investment Committee Disclosures
• Trading the Tech Boom: The Committee's Top Strategies 5/26/26 26.05.2026 44m

  Scott Wapner and the Investment Committee discuss how they're trading the tech boom and share the best strategies to navigate the high-flying sector. Plus, we hit the latest Calls of the Day. And later, we debate some Options Action we're seeing in the miners. Investment Committee Disclosures
• Kevin Warsh Sworn in as Federal Reserve Chairman 5/22/26 22.05.2026 50m

  Scott Wapner and the Investment Committee debate what Kevin Warsh's tenure as Fed Chair will mean to the market and your money. And later, we discuss whether AI is affecting dividends and whether those stocks are investable anymore. Investment Committee Disclosures
• Nvidia and the AI Trade: Your Next Move 5/21/26 21.05.2026 45m

  Scott Wapner and the Investment Committee debate whether Nvidia is underappreciated after the company reported it's earnings yesterday. They discuss your next move in the AI sector. Plus, we look ahead to the SpaceX IPO, what it means to the market and the future of investing in space travel. And later, Josh Brown spotlights Morgan Stanley in his "Best Stocks in the Market."  Investment Committee Disclosures
• The Great Wait for Nvidia Earnings 5/20/26 20.05.2026 43m

  Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week. Investment Committee Disclosures
• How to Trade the Momentum Rollover 5/19/26 19.05.2026 43m

  Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
• Managing a Portfolio as Rates Rise 5/18/26 18.05.2026 41m

  Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest portfolio moves. And later, we hit some Committee stocks on the move including Regeneron and Delta Air Lines. Investment Committee Disclosures
• Should You Buy the Tech Pullback? 5/15/26 15.05.2026 44m

  Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback.  Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
• Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26 14.05.2026 50m

  Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves. Investment Committee Disclosures
• Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26 13.05.2026 44m

  Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America. Investment Committee Disclosures
• The Tech Trade Pulls Back From Records: Your Next Move 5/12/26 12.05.2026 50m

  Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market." Investment Committee Disclosures
• The Record-Setting Rally's Next Move 5/11/26 11.05.2026 43m

  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
• State of the AI Trade 5/8/26 08.05.2026 47m

  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
• How Long can the AI Trade Carry Stocks? 5/7/26 07.05.2026 44m

  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
• Stocks Surge on Iran Deal Hopes: Your Next Move 5/6/26 06.05.2026 46m

  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."
• Strong Earnings Lift Stocks: How You Should Trade it 5/5/26 05.05.2026 43m

  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.
• Altimeter's Brad Gerstner on his Current Market Outlook 5/4/26 04.05.2026 52m

  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