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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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  1. 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. Investm

  2. 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 c

  3. 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, H

  4. 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 Stoc

  5. 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 Olive

  6. Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26

    Scott Wapner and the Investment Committee reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Acti

  7. 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

  8. 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 ris

  9. 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,

  10. 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

  11. 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 la

  12. 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 fro

  13. 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 wit

  14. 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 Advi

  15. 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

  16. 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 Optio

  17. 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 t

  18. 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, revisiti

  19. 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 P

  20. 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 t

  21. Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26

    Frank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Bitc

  22. The Investment Committee's Q4 Strategy 10/1/26

    Melissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights West Pharmaceutical Services

  23. The Setup into Q4 9/30/26

    Jon Fortt and the Investment Committee debate how they're setting up their portfolios as we head into the fourth quarter. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Opti

  24. Sam Altman Live at OpenAI Dev Day 9/29/26

    Scott Wapner and the Investment Committee are joined by CNBC’s Kate Rooney with OpenAI CEO Sam Altman ahead of the company's DevDay 2026 to discuss all things AI. Plus, the desk debate the latest Call of the Day on Netflix. Investment Commi

  25. Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26

    Scott Wapner and the Investment Committee debate whether rising rates and higher oil makes them more cautious with their portfolio. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the

  26. The Run in Rates 9/25/26

    Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cb

  27. Historic U.S.-China Summit: AI & Trade in Focus 9/24/26

    Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house to discuss all things AI. Stephanie Link

  28. Playing the Rise in Oil and Yields: Your Next Move 9/23/26

    Scott Wapner and the Investment Committee debate how to trade the rise in oil and yields. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the bond market. H

  29. The Nasdaq Surge: The Investment Committee's Strategy 9/22/26

    Leslie Picker and the Investment Committee debate how to trade the surge in the Nasdaq. Plus, Josh Brown spotlights cybersecurity names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day. Investment Committee

  30. Stocks Rise as Oil and Yields Ease: Your Next Move 9/21/26

    Leslie Picker and the Investment Committee debate their strategy as oil and yields fall pushing stocks higher. Plus, the CEO of Eli Lilly joins us with his company's GLP-1 Strategy. And later, CNBC’s Oliver Renick joins us to discuss the la

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