Halftime Report

CNBC
Halftime Report
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1454 episodios

  • Halftime Report

    Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26

    13/05/2026 | 44 min
    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

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  • Halftime Report

    The Tech Trade Pulls Back From Records: Your Next Move 5/12/26

    12/05/2026 | 50 min
    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

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

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

    11/05/2026 | 43 min
    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.
  • Halftime Report

    State of the AI Trade 5/8/26

    08/05/2026 | 47 min
    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.
  • Halftime Report

    How Long can the AI Trade Carry Stocks? 5/7/26

    07/05/2026 | 44 min
    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.
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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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