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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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  • 81 episodes
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  • Avg 44 min
  • English

Episodes 81

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  • Friday · 43 min

    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 Action on macro hedges. Investment Committee Disclosures

  • Thursday · 42 min

    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 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

  • Wednesday · 43 min

    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 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

  • Tuesday · 43 min

    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 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

  • October 26 · 43 min

    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 today. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the software sector. Investment Committee Disclosures

  • October 22 · 47 min

    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 spotlights IQVIA in his "Best Stocks in the Market." Investment Committee Disclosures 

  • October 21 · 43 min

    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, 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 

  • October 20 · 43 min

    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 Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. Investment Committee Disclosures 

  • October 19 · 44 min

    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 discuss the latest Options Action on SpaceX. Investment Committee Disclosures

  • October 16 · 42 min

    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 Renick joins us to discuss the latest Options Action in commodities Investment Committee Disclosures

  • October 15 · 49 min

    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, 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

  • October 14 · 43 min

    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 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

  • October 13 · 46 min

    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 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

  • October 12 · 43 min

    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 Renick joins us to discuss the latest Options Action on Snapchat. Investment Committee Disclosures

  • October 9 · 42 min

    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 us to discuss the latest Options Action on Micron. Investment Committee Disclosures

  • October 8 · 48 min

    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, CNBC’s Oliver Renick joins us to discuss the latest Options Action on JetBlue and Delta Air Lines.

  • October 7 · 49 min

    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 years of Halftime Report, revisiting the biggest calls, the sharpest debates and the moments that defined the show. Investment Committee Disclosures

  • October 6 · 42 min

    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 the latest Options Action on Pepsi. Investment Committee Disclosures

  • October 5 · 42 min

    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 later, CNBC’s Oliver Renick joins the desk to discuss the latest Options Action in Brazil. Investment Committee Disclosures

Showing 1–20 of 81 episodes