Halftime Report
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
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.
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou
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 Hosted by Simplecast,
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for
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 Bitcoin. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and us
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 in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab
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 Options Action on Financials. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co
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 Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d
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 latest Options Action on Gold ETF Options Flows.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for i
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 Cboe Global Markets.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and
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 details her latest trade. Josh Brown talks his Best Stocks in the Market.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See p
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi
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 latest Options Action in the crypto space. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informati
Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26
Leslie Picker and the Investment Committee debate how to navigate the inflation risks to the rally. Plus, the desk share their latest portfolio moves. And later, CNBC's Sharon Epperson joins us to discuss whether AI has taken over your 401(k).Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pe
Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26
Mike Santoli and the Investment Committee debate how to trade the rebound in the market after the Fed hiked interest rates by 25 basis points yesterday. Plus, CNBC’s Leslie Picker joins us with Bruce Flatt, Brookfield CEO, to discuss rates, the AI boom and his firm's strategy. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWiz
Debate: Is a Hike Coming? 9/16/26
Scott Wapner and the Investment Committee debate whether the Fed will hike rates today and what it would mean for the markets. CNBC’s Steve Liesman joins us to discuss the latest news out of Washington. Plus, legendary sports broadcaster Al Michaels joins us ahead of the Bills vs Lions game tomorrow to discuss the game, the NFL, the markets and more. And later, CNBC’s Oliver Renick joins us to dis
Live From Future Proof: AI's Regulatory Divide 9/15/26
Scott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss the latest news on AI's regulatory divide. Plus, Rick Rieder, Blackrock's Global Fixed Income CIO, joins us to discuss the Fed, rate hikes, the markets and more. And later, the desk detail their latest portfolio moves.
AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26
Mike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's driving AI fears. Plus, the desk reveals what they're expecting out of the Fed Rate Decision on Wednesday and what it will mean for the market and your money. And later, CNBC’s Oliver Renick joins us to discuss the latest Opti
Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26
Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss the backlash against AI and what it means for the future of the AI sector. And later, the desk share their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com fo
Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
Scott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform
Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26
Scott Wapner and the Investment Committee debates whether the risk of a correction is rising in the markets and how you should trade it. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal
Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
Scott Wapner and the Investment Committee debates whether it's time to get bullish ahead of the big Apple iPhone event and CPI report this week. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy Sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use
The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26
Scott Wapner and the Investment Committee debates the return of the Mag 7 and share their top strategies with those names. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad
Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26
Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adverti
Time to Be Cautious on Stocks? 9/2/26
Scott Wapner and the Investment Committee discuss the outlook for stocks as bond yields ease. The experts weigh in on the data center debate. Calls of the Day are on Vertex, Eli Lilly, and Wynn Resorts. Oliver Renick reports on Options Action. Jim Lebenthal details his latest portfolio move.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in
The September Setup: The Investment Committe's Strategy 9/1/26
Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell 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 u
Markets after Nvidia and Warsh: Your Next Move 8/31/26
Scott Wapner and the Investment Committee debate the next move in your portfolio following Nvidia earnings and Fed Chair Kevin Warsh's comments last week. Plus, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Tesla. Bryn bought some more, she explains. And later, the desk discuss four big mergers announced today.
Investment Committee Disclosures Hosted by Simpleca
Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/26
Scott Wapner and the Investment Committee debate Fed Chairman Kevin Warsh's latest speech in Jackson Hole and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, CNBC's Steve Liesman sits down with Chicago Fed President Austan Goolsbee to discuss Kevin Warsh's speech, monetary policy and more.
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Trading Nvidia's Mega Moment: The Investment Committee Weighs In 8/27/26
Scott Wapner and the Investment Committee debate Nvidia's blowout earnings report last night and what it means for the market and your money. Plus, Josh Brown spotlights Airbnb in his "Best Stocks in the Market." And later, CNBC's Oliver Renick joins us to discuss the latest Options Action in SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll
Looking Ahead to Nvidia Earnings Tonight: Your Investment Strategy 8/26/26
Scott Wapner and the Investment Committee debate how to position your portfolio ahead of Nvidia's earnings report tonight. CNBC’s Kristina Partsinevelos joins us with the latest. Plus, we hit the latest Calls of the Day. And later, Oliver Renick joins us to discuss how the Options market is bracing for Nvidia earnings.
Investment Committee Disclosures Hosted by Simplecast, an Ads
AI Trade in Focus with Nvidia Looming 8/25/26
Scott Wapner and the Investment Committee debate the state of the AI trade as the biggest earnings report in weeks looms large. The experts discuss their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. Mike Santoli joins the desk with his Midday Word. Oliver Renick reports Options Action.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See p
Trading the Big Week Ahead 8/24/26
Scott Wapner and the Investment Committee discuss the pivotal week for stocks as Nvidia reports, the Fed Chair speaks, and Tim Cook spends his final week as Apple CEO. The desk debates the Calls of the Day. Dominic Chu has ETF Edge. Oliver Renick reports Options Action. Mike Santoli joins the desk with his Midday Word.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See
Trading the Major Week Ahead: The Investment Committee's Strategy 8/21/26
Scott Wapner and the Investment Committee debate their positions ahead of a major week for the market. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Monster Beverage and Coca-Cola 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
Wall Street's 'Most Exciting Era'? The Investment Committee Weighs In 8/20/26
Scott Wapner and the Investment Committee debates whether we are in Wall Street's most exciting era as BlackRock's Rick Rieder says we are. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights SharkNinja in his "Best Stocks in the Market."
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect
Stocks Rise as Yields Fall: The Committee's Investment Strategy 8/19/26
Scott Wapner and the Investment Committee debate the market's reaction to yields falling. The desk reveals their portfolio strategy. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on precious metals and crypto.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat
Rising Yields Threaten the Market: The Investment Committee's Strategy 8/18/26
Scott Wapner and the Investment Committee debate whether rising yields are an issue for stocks. Plus, the Committee shares their latest portfolio moves. And later, we get to the Setup on some key retail names reporting 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 fo
Too Bullish or Just Right? 8/17/26
Scott Wapner and the Investment Committee debate the strength of the market and how much higher it can go from here. Plus, we hit the latest Calls of the Day. And later, Oliver Renick joins us with the latest Options Action in the chips sector.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da
How to Trade the Market Resilience. The Investment Committee Shares their Strategy 8/14/26
Jon Fortt and the Investment Committee debate how to trade the resiliency of the market. Plus, the desk shares a multitude of moves they've made over the past 24 hours. And later, the Committee discusses their top materials sector plays.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for
Navigating the Market at Record Highs: Your Next Trade 8/13/26
Scott Wapner and the Investment Committee debate how to trade the market as it continues to push to record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Ferguson Enterprises 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
Positioning for Big Tech's Next Move 8/12/26
Scott Wapner and the Investment Committee debate whether it's time to get more bullish as stocks continue to push higher. And later, the LA Lakers are being sold again, CNBC's Alex Sherman joins us with the latest on the deal. Plus, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad
The Market Bull Run Continues: The Committee's Next Move 8/11/26
Scott Wapner and the Investment Committee debate their next movie as bullishness abounds in the market. Plus, we discuss what Nvidia's $500 Billion financing deal announced yesterday means for the stock and the AI trade. And later, the desk share their latest portfolio moves.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our
Wall Street Firms Raise Stock Target: Your Next Move
Scott Wapner and the Investment Committee debate how to navigate a bullish environment where Wall Street firms raise stock targets. Plus, Jefferies downgrades Apple to a sell, the desk break down the call. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Software Sector.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.
Trading the Tech Surge: Your Next Move 8/7/26
Scott Wapner and the Investment Committee debate their strategies as tech stocks surge. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Debating the Road to S&P 8,000 8/6/26
Scott Wapner and the Investment Committee debate what catalysts the market needs to get the S&P to 8,000 by year end. Plus, we discuss how to trade SpaceX now that company insiders can sell stock. And later, Josh Brown spotlights Visa in his "Best Stocks in the Market."
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Stocks Extend Record Highs: The Investment Committee's Strategy 8/5/26
Scott Wapner and the Investment Committee debate whether the S&P 500 is headed for 8,000 as stocks extend their record highs. Plus, SpaceX sinks on soaring AI costs, shareholder Kevin Simpson calls in with his strategy on the stock. And later, Uber is lower after reporting weaker than expected guidance, the desk debate how to trade the name now.
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Navigating a Stock Market at Record Highs 8/4/26
Scott Wapner and the Investment Committee debate their strategy as some key earnings reports boosts the markets to record highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some Biotech names in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Post-Tech Earnings Rotation: Your Next Move 8/3/26
Scott Wapner and the Investment Committee debate their next move after a big week of mega-cap tech earnings. Plus, Joe Terranova shares the latest JOET ETF Rebalance, inside all his moves. And later, we discuss what the SpaceX lockup expirations means for the stock and how you should trade it.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in
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.
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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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c
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.
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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 Hosted by Simplecast, an AdsWizz company. See pcm.adsw
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 Hosted by Simplecast, an AdsWizz company.
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.
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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 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
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
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
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.
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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.
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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 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
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
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."
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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 Hosted by Simplecast, an
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
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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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo
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.
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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."
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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.
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Believe in the Broadening Trade? 7/2/26
Scott Wapner and the Investment Committee debate whether you can believe in the broadening trade as stocks push higher across the board. Plus, Josh Brown spotlights Live Nation in his "Best Stocks in the Market." And later, Altimeter Capital's Brad Gerstners joins us to talk markets, Trump Accounts, and his outlook for the rest of the trading year.
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The Second Half Setup for Stocks 7/1/26
Scott Wapner and the Investment Committee debate how they're setting up their portfolios for the second half of the trading year. Plus, we hit the latest Calls of the Day. And later, we've got an Options Action triple play on Crypto, China tech and Meta.
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The Best Quarter for Stocks in 6 Years 6/30/26
Scott Wapner and the Investment Committee react to the market having its best quarter in 6 years. They debate what it means for the second half of the year and how they're trading it. Plus, Josh Brown reveales 3 stocks that are leaving his "Best Stocks in the Market." And later, we hit the latest Calls of the Day.
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The Market Setup for the 2nd Half of the Year 6/29/26
Frank Holland and the Investment Committee debate the end of the quarter and discuss their trading strategy heading into the second half of the year. Plus, the Investment Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Trading the Tech Wreck 6/26/26
Scott Wapner and the Investment Committee debate how to trade around the bumpy ride in the NASDAQ. The desk share their market strategy. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Micron Surges to New Highs on Blockbuster Earnings 6/25/26
Scott Wapner and the Investment Committee discuss Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal explains why he's buying it here. Plus, Netflix hits a new 52-week low, it's our Call of the Day. The Committee debate how to trade the stock now. And later, Josh Brown spotlights Citizens Financial in his "Best Stocks in the Market."
Investment Committee D
What's Riding on Micron Earnings? 6/24/26
Scott Wapner and the Investment Committee discuss Micron's moment, counting down to the most critical earnings report since Nvidia. Calls of the Day include CrowdStrike, Ecolab, and the travel stocks. The desk debates the gold trade. Michael Santoli joins with his Midday Word. Oliver Renick has Options Action on the homebuilders from Cboe Global Markets.
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Buy Tech Dips? 6/23/26
Scott Wapner and the Investment Committee discuss the latest in the markets as chip stocks sell off. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. Michael Santoli joins with his Midday Word. The Halftime Headliner is 2026 U.S. Open winner Wyndham Clark.
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State of the Record Run 6/22/26
Scott Wapner and the Investment Committee discuss the state of stocks as investors watch the Iran talks. The experts detail their latest portfolio moves. Calls of the Day include upgrades in the energy sector. Dominic Chu has your ETF Edge. Robert Frank highlights CNBC's inaugural Elite Advisors list. Michael Santoli joins with his Midday Word.
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