Home Podcasts Halftime Report
Halftime Report

Halftime Report

CNBC 1465 Episodes Jul 24, 2026

Halftime Report is a daily market coverage podcast from CNBC. Hosted by Scott Wapner, it features top investors discussing the day's market action and setting the agenda for the rest of the trading day. The show airs weekdays from 12-1 PM ET on CNBC TV.

Episodes

The Rally's Road Ahead 7/24/26
The Rally's Road Ahead 7/24/26 Jul 24, 2026 00:44:08 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use
The Alphabet Aftermath: Your Next Move 7/23/26
The Alphabet Aftermath: Your Next Move 7/23/26 Jul 23, 2026 00:44:02 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and us
AI's Next Test: Alphabet Earnings 7/22/26
AI's Next Test: Alphabet Earnings 7/22/26 Jul 22, 2026 00:46:49 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adver
Positioning your Portfolio into Mega-Cap Earnings 7/21/26
Positioning your Portfolio into Mega-Cap Earnings 7/21/26 Jul 21, 2026 00:44:03 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of p
Mega Cap Earnings in Focus: Your Next Move 7/20/26
Mega Cap Earnings in Focus: Your Next Move 7/20/26 Jul 20, 2026 00:44:17 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad
The State of the Tech Trade: Your Next Move 7/17/26
The State of the Tech Trade: Your Next Move 7/17/26 Jul 17, 2026 00:44:09 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 Hosted by Simplecast, an AdsWizz comp
The State of the Tech Trade: Your Next Move 7/16/26
The State of the Tech Trade: Your Next Move 7/16/26 Jul 16, 2026 00:43:33 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d
The Mega-Cap Bounce Back: How to Trade it 7/15/26
The Mega-Cap Bounce Back: How to Trade it 7/15/26 Jul 15, 2026 00:44:01 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 Ho
Cyber Stocks Hit New Record High: How to Trade it 7/14/26
Cyber Stocks Hit New Record High: How to Trade it 7/14/26 Jul 14, 2026 00:47:15 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 Host
A Critical Week for Stocks: Your Next Move 7/13/26
A Critical Week for Stocks: Your Next Move 7/13/26 Jul 13, 2026 00:46:24 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 Hosted by Simplecast, an
The State of the Tech Trade as SK Hynix Opens for Trading 7/10/26
The State of the Tech Trade as SK Hynix Opens for Trading 7/10/26 Jul 10, 2026 00:43:52 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   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Momentum Reset and How to Trade it 7/9/26
The Momentum Reset and How to Trade it 7/9/26 Jul 9, 2026 00:43:28 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo

Recommended