Halftime Report

CNBC

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.

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20 episodes
Updated Friday

Episodes20

Newest first

Mega-Cap Earnings Aftermath 7/31/26
Michael Santoli and the Investment Committee discuss the state of the tech trade with major moves from Apple and Amazon after earnings. The experts detail their latest portfolio moves. Oliver Renick joins with Options Action. Investment Committee Disclosures
Friday · 44 min
Tim Cook's Final Earnings Call as Apple CEO 7/30/26
Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the day's biggest stock movers. Investment Committee Disclosures
Thursday · 44 min
Fed and Tech Earnings in Focus 7/29/26
Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets. Investment Committee Disclosures
Wednesday · 43 min
Can the Rally Outrun Semi Weakness? 7/28/26
Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. Investment Committee Disclosures
Tuesday · 43 min
A Critical Week for Investors Ahead: Your Next Move 7/27/26
Mike Santoli and the Investment Committee debate how to position your portfolio ahead of a big earnings week for stocks. Plus, Health Care is a top sector over the last 3 months, the desk discuss how to trade it at these levels. And later, CNBC's Oliver Renick joins us with the latest Options Action in the energy market. Investment Committee Disclosures
Monday · 43 min
The Rally's Road Ahead 7/24/26
Dominic Chu and the Investment Committee discuss the big week ahead with four more mega-caps reporting earnings. The experts detail their latest portfolio moves and debate the trades in cyber, software, and energy. Michael Santoli joins with his Midday Word. Investment Committee Disclosures
July 24 · 44 min
The Alphabet Aftermath: Your Next Move 7/23/26
Dom Chu and the Investment Committee discuss Alphabet's Earnings report last night, what it means for the market and your money. Plus, we hit some Committee stocks that are moving today. And later, Josh Brown spotlights Block in his "Best Stocks in the Market." Investment Committee Disclosures
July 23 · 44 min
AI's Next Test: Alphabet Earnings 7/22/26
Leslie Picker and the Investment Committee debate Alphabet's earnings tonight and what it means for the AI trade. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks that are on the move today. Investment Committee Disclosures
July 22 · 46 min
Positioning your Portfolio into Mega-Cap Earnings 7/21/26
Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his "Best Stocks in the Market." Investment Committee Disclosures
July 21 · 44 min
Mega Cap Earnings in Focus: Your Next Move 7/20/26
Leslie Picker and the Investment Committee debate how to navigate mega cap earnings and share their latest trades heading into the week. Plus, we hit the latest Calls of the Day. And later, we give you the setup on earnings this week. Investment Committee Disclosures
July 20 · 44 min
The State of the Tech Trade: Your Next Move 7/17/26
Dom Chu and the Investment Committee debate how to navigate the momentum trade as sentiment shifts in the sector. Plus, the desk share their latest portfolio moves. And later, Netlix on pace for it's worst day since April 2022. It's our Chart of the Day. Our very own Malcolm Ethridge is buying more, he joins us to explain why. Investment Committee Disclosures
July 17 · 44 min
The State of the Tech Trade: Your Next Move 7/16/26
Leslie Picker and the Investment Committee debate the state of the tech trade and share their strategies in the space. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Target in his "Best Stocks in the Market." Investment Committee Disclosures
July 16 · 43 min
The Mega-Cap Bounce Back: How to Trade it 7/15/26
Scott Wapner and the Investment Committee debate how to trade the bounce back in Mega-Cap names and which ones are best positioned in this environment. Plus, SpaceX falls below its $135 IPO price for the first time. The desk discusses what it means for the stock and how they are navigating the space. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures
July 15 · 44 min
Cyber Stocks Hit New Record High: How to Trade it 7/14/26
Scott Wapner and the Investment Committee debate how to trade the cyber stocks as they hit record highs. Plus, David Faber joins us with an exclusive interview with Goldman Sachs CEO David Solomon. He talks, Warsh, the Fed, his IPO Outlook, the markets and more. And later, Josh Brown spotlights Travelers and Delta Air Lines in his "Best Stocks in the Market." Investment Committee Disclosures
July 14 · 47 min
A Critical Week for Stocks: Your Next Move 7/13/26
Scott Wapner and the Investment Committee debate this critical week for stocks as Apple hits a new all-time high, Iran tensions rise and multiple earnings kick off this week. Plus, the Musk vs. Altman drama escalate as OpenAI fends off a new Apple lawsuit, Kate Rooney joins us with the latest. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
July 13 · 46 min
The State of the Tech Trade as SK Hynix Opens for Trading 7/10/26
Scott Wapner and the Investment Committee debate the state of the tech trade as SK Hynix begins trading at the NASDAQ. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
July 10 · 43 min
The Momentum Reset and How to Trade it 7/9/26
Scott Wapner and the Investment Committee debate the momentum reset and whether it's time to get back in now. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Citigroup in his "Best Stocks in the Market." Investment Committee Disclosures
July 9 · 43 min
Markets React to the Iran Developments: How to Trade it. 7/8/26
Scott Wapner and the Investment Committee debate the latest out of the U.S.-Iran conflict as well as the momentum unwind in the market. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
July 8 · 46 min
The Momentum Unwind Resumes: Your Next Move 7/7/26
Scott Wapner and the Investment Committee debate how to trade the momentum unwind. They share their latest moves. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Archer-Daniels-Midland in his "Best Stocks in the Market." Investment Committee Disclosures
July 7 · 43 min
The Momentum Rebound: How to Trade it 7/6/26
Scott Wapner and the Investment Committee debate how to trade the momentum rebound. They share their top strategies. Plus, SpaceX will be added to the NASDAQ 100 tonight, the desk discuss what it means for the stock and the index. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
July 6 · 44 min

Halftime Report

Mega-Cap Earnings Aftermath 7/31/26

Tim Cook's Final Earnings Call as Apple CEO 7/30/26

Fed and Tech Earnings in Focus 7/29/26

Can the Rally Outrun Semi Weakness? 7/28/26

A Critical Week for Investors Ahead: Your Next Move 7/27/26

The Rally's Road Ahead 7/24/26

The Alphabet Aftermath: Your Next Move 7/23/26

AI's Next Test: Alphabet Earnings 7/22/26

Positioning your Portfolio into Mega-Cap Earnings 7/21/26

Mega Cap Earnings in Focus: Your Next Move 7/20/26

The State of the Tech Trade: Your Next Move 7/17/26

The State of the Tech Trade: Your Next Move 7/16/26

The Mega-Cap Bounce Back: How to Trade it 7/15/26

Cyber Stocks Hit New Record High: How to Trade it 7/14/26

A Critical Week for Stocks: Your Next Move 7/13/26

The State of the Tech Trade as SK Hynix Opens for Trading 7/10/26

The Momentum Reset and How to Trade it 7/9/26

Markets React to the Iran Developments: How to Trade it. 7/8/26

The Momentum Unwind Resumes: Your Next Move 7/7/26

The Momentum Rebound: How to Trade it 7/6/26