Halftime Report
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.
Episodes
The Biggest IPO Ever: SpaceX 6/12/26
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to react to the historic SpaceX IPO. They discuss what it means for the market and how they are trading this momentous launch.
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Has the Tech Corrected Enough? The Committee Debates the Sector's Next Move 6/11/26
Scott Wapner and the Investment Committee debate where the tech sector is headed after hitting a rough patch this week. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Travelers in his "Best Stocks in the Market."
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The Market Reacts to President Trump's Iran Threats 6/10/26
Frank Holland and the Investment Committee react to the market dropping after President Trump pledges more attacks on Iran. Plus, we hit the latest Calls of the Day. And later, we look ahead to the SpaceX IPO and what it means for the broader IPO market.
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Trading the Market Downturn: The Committee's Next Move 6/9/26
Scott Wapner and the Investment Committee debate how to trade the losses in the NASDAQ. They reveal their next portfolio moves. Plus, we hit the latest Calls of the Day. And later, Scott O'Neil, CEO of LIV Golf, joins us to discuss the fate of the league.
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Halftime Report Live from Apple's WWDC 6/8/26
Scott Wapner and the Investment Committee are live in Cupertino, California ahead of Apple's WWDC. We look ahead to Tim Cook's last Developer's Conference and debate where John Ternus will take the company next. Plus, we discuss the Space X valuation with shareholder Bryn Talkington, she explains her strategy ahead of the record-breaking IPO. And later, we hit some Committee stocks on the move.
Buy the Chips and Dips? 6/5/26
Scott Wapner and the Investment Committee discuss the chip rollover as many of the biggest names in the group continue to sell off. The experts detail their latest portfolio moves. The desk debates the very latest on the upcoming SpaceX IPO. Michael Santoli joins with his Midday Word. Oliver Renick highlights Options Action.
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Managing a Portfolio Full of Winners 6/4/26
Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest.
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The Parabolic Tech Mania Continues: Your Next Move 6/3/26
Scott Wapner and the Investment Committee debate the high-flying tech sector and how you should trade the space as it continues rising higher. Plus, CNBC’s Leslie Picker joins us to discuss the latest news out of the Space X IPO. The Investment Committee debates the valuation and what it means for the IPO market. And later, we hit the latest Calls of the Day.
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How to Trade the Market Momentum 6/2/26
Frank Holland and the Investment Committee debate the best way to position your portfolio as stocks hover at record highs. Plus, the desk shares their latest portfolio moves. And later, Oliver Renick joins us with some Options Action in the crypto trade.
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Gauging Market Momentum into June 6/1/26
Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher. Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their st
The Parabolic Tech Mania Continues 5/29/26
Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs. It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad.
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Brad Gerstner on the Market, Tech and the Flood of Mega IPOs 5/28/26
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC's "Halftime Report” to talk everything from markets, tech and how to navigate the flood of mega IPOs releasing this year. Plus, Josh Brown spotlights Edwards Lifesciences in his "Best Stocks in the Market." And later, we hit the latest Call of the Day on Uber.
Investment Committ
Tech Earnings Push Stocks Higher: Your Next Move 5/27/26
Scott Wapner and the Investment Committee debate whether it's too late to buy the tech high-fliers. Plus, Robinhood will let AI agents trade on their platform, the desk debates what it means for their users and the market. And later, Josh Brown spotlights Transports and makes some moves in his "Best Stocks in the Market."
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Trading the Tech Boom: The Committee's Top Strategies 5/26/26
Scott Wapner and the Investment Committee discuss how they're trading the tech boom and share the best strategies to navigate the high-flying sector. Plus, we hit the latest Calls of the Day. And later, we debate some Options Action we're seeing in the miners.
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Kevin Warsh Sworn in as Federal Reserve Chairman 5/22/26
Scott Wapner and the Investment Committee debate what Kevin Warsh's tenure as Fed Chair will mean to the market and your money. And later, we discuss whether AI is affecting dividends and whether those stocks are investable anymore.
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Nvidia and the AI Trade: Your Next Move 5/21/26
Scott Wapner and the Investment Committee debate whether Nvidia is underappreciated after the company reported it's earnings yesterday. They discuss your next move in the AI sector. Plus, we look ahead to the SpaceX IPO, what it means to the market and the future of investing in space travel. And later, Josh Brown spotlights Morgan Stanley in his "Best Stocks in the Market."
Investment Committee
The Great Wait for Nvidia Earnings 5/20/26
Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week.
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How to Trade the Momentum Rollover 5/19/26
Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Managing a Portfolio as Rates Rise 5/18/26
Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest portfolio moves. And later, we hit some Committee stocks on the move including Regeneron and Delta Air Lines.
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Should You Buy the Tech Pullback? 5/15/26
Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves.
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Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26
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.
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The Tech Trade Pulls Back From Records: Your Next Move 5/12/26
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."
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The Record-Setting Rally's Next Move 5/11/26
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.
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State of the AI Trade 5/8/26
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.
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How Long can the AI Trade Carry Stocks? 5/7/26
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."
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Stocks Surge on Iran Deal Hopes: Your Next Move 5/6/26
Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex 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 da
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
Scott Wapner and the Investment Committee debate how to navigate the market as strong earnings push stocks higher. Plsu, Josh Brown spotlights eBay and Casey's in his "Best Stocks in the Market." And later, the desk share their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Altimeter's Brad Gerstner on his Current Market Outlook 5/4/26
Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning his portfolio. Plus, the Committee share their latesr potfolio moves.
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Can the Market Move Higher in May? 5/1/26
Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, Kevin Simpson shares his Trade School on Intel which has surged in recent weeks. He tells you what to do with the stock now.
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The Mega Cap Winners & Losers 4/30/26
Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day.
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A Make or Break Day for Stocks: The Committee's Top Strategies 4/29/26
Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting earnings this week.
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Reaction to OpenAI's Revenue Miss: How to Trade it 4/28/26
Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it. Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves.
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Trading Strategies for the Huge Week Ahead 4/27/26
Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks. Plus, we are watching the Energy trade down big this month but still the best sector this year, the desk debate how to trade the space. And later, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz c
The DOJ Drops its Charges Against Fed Chair Jerome Powell 4/24/26
Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the Day, the Committee strategize on what to do with the stock from here. And later, the desk share their latest portfolio
Navigating the Bull Run in Semiconductors 4/23/26
Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies 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 da
Shifting Setups for Growth and Value 4/22/26
Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it. Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.
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The Committee Reacts to Kevin Warsh's Testimony 4/21/26
Frank Holland and the Investment Committee react to Fed Chair nominee Kevin Warsh's testimony today at the Senate Banking committee during his confirmation hearing. CNBC's Steve Liesman joins us with the latest. Plus, Apple names John Ternus as their new CEO. The Investment Committee debate what it means for the stock and how you should trade it.
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What's Next for the Market: Pause or a Greater Pullback? 4/20/26
Frank Holland and the Investment Committee debate whether the uncertainty in the Middle East will stall the market or push it even lower. Plus, the desk shares trading strategies for some of their stocks on the move. And later, Michael Santoli joins us with his midday check on the market.
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Stocks Surge, Crude Tumbles: How Should you Trade it 4/17/26
Frank Holland and the Investment Committee debate how to position your portfolio after Iran's Foreign Minister declared the Strait of Hormuz will remain open during the ceasefire. Plus, the Committee share their latest moves. And later, we hit the latest Calls of the Day.
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Your Record High Playbook 4/16/26
Scott Wapner and the Investment Committee debate how to build your portfolio as markets hit new highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some industrial names in his "Best Stocks in the Market."
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Trading Stocks as they Approach New Highs 4/15/26
Scott Wapner and the Investment Committee debate how to trade the market as it approaches new highs. Plus the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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How to Navigate the Market Rebound 4/14/26
Scott Wapner and the Investment Committee debate whether the market can hit new highs despite geopolitical uncertainty and how you should trade it. Plus, the desk share their latest portfolio moves. And later, the Committee discuss leaning into the tech momentum.
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Earnings and the War Guide the Market 4/13/26
Scott Wapner and the Investment Committee debate how the war in Iran and earnings reports are guiding the market right now. They share their top strategies in this environment. Plus. The desk discuss the key levels to watch out for in software stocks. And later, we hit the latest Calls of the Day.
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The Sell-The-Rip vs. Buy-The-Dip Debate 4/10/26
Scott Wapner and the Investment Committee debate whether the worst of the sell-off is over and how they are trading it today. Plus the Committee making some major portfolio moves, they break them all down. And later, the desk discuss their Health care plays.
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Stocks and the Fragile Ceasefire 4/9/26
Scott Wapner and the Investment Committee debate the fragile ceasefire in the Middle East and what it means for the market and your money. They share their strategies for the weeks ahead. Plus, we've got a Street Fight between Jenny Harrington and Josh Brown. They debate whether Netflix or Disney will be higher by end of year. And later, we hit the latest Calls of the Day. Hosted by Simplecast, a
Stocks Surge on Ceasefire: Your Next Move 4/8/26
Scott Wapner and the Investment Committee debate how to position your portfolio as stocks surge following the announced ceasefire in Iran. Plus, the desk making some major portfolio moves, they share all the details. And later, we hit the latest Calls of the Day.
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President Trump's Deadline to Iran Looms over Stocks 4/7/26
Scott Wapner and the Investment Committee debate how to position your portfolio ahead of the looming deadline President Trump placed on Iran tonight. Plus, we hit the latest Calls of the Day in the homebuilders. And later, Josh Brown spotlights the travel sector in his "Best Stocks in the Market."
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Building a Strategy Amid the Uncertainty 4/6/26
Scott Wapner and the Investment Committee debate how they're managing their portfolio amid the geopolitical uncertainty in the markets. Plus, we hit the latest Calls of the Day. And later, the desk debates the race for AI names to go public and how you should position yourself ahead of their IPOs.
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The Markets React to President Trump's Speech Last Night: Your Next Move 4/2/26
Scott Wapner and the Investment Committee debate President Trump's speech last night and what it means for the market and your money. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market."
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Are Stocks Still Vulnerable 4/1/26
Scott Wapner and the Investment Committee debate the resilience of the market and whether stocks are still vulnerable amid the uncertainty in the Middle East. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Stocks Rally 3/31/26
Scott Wapner and the Investment Committee discuss the state of stocks on the last trading day of the month and the quarter. The experts detail their latest portfolio moves. Josh Brown talks about Verizon and AT&T in his Best Stocks in the Market.
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Stocks on Five-Week Losing Streak 3/30/26
Scott Wapner and the Investment Committee discuss the state of stocks with no signs of an end to the war. The experts detail their latest portfolio moves. Calls of the Day include Robinhood, Boston Scientific, Bristol-Myers Squibb, and American Express. The desk debates Evercore's new list of "stocks for stability." Michael Santoli joins with his Midday Word.
Investment Committee Disclosures
Hos
The Iran War Upends Stocks: Headline Fatigue and the 'Trump Put' 3/27/26
Scott Wapner and the Investment Committee debate how to trade stocks as the Iran War weighs heavily on the markets and the S&P and Nasdaq track for their 5th straight negative week. Plus, the desk discusses cybersecurity names as every AI headlines pushes the group lower. And later, the Committee share their latest portfolio moves.
Investment Committee Disclosures
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Trading the Iran War Uncertainty 3/26/26
Scott Wapner and the Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Dell in his "Best Stocks in the Market."
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Stocks Rise and Oil Falls on Hopes for Iran Talks 3/25/26
Scott Wapner and the Investment Committee debate how to trade stocks as hopes for a resolution in Iran pushes oil lower and stocks higher. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day in an energy and a fintech name.
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How to Trade Stocks Amid the Iran War 3/24/26
Scott Wapner and the Investment Committee debate how to navigate the market as the Iran War continues. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Former Defense Secretary William Cohen on Iran, CEO of Top U.S. Energy Producer on Prices, Time to Sell the Mag 7? 3/23/26
Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One st
Sizing Up the Rally's Road Ahead 3/20/26
Leslie Picker and the Investment Committee debate the S&P's longest losing streak since March and how to navigate the volatility. Plus, shares of Super Micro plummeting after U.S. prosecutors charge 3 companye employees with smuggling NVIDIA chips to China, the desk debate which competitor will benefit. And later, big trouble for China stocks, the Commitee discuss their international strategy.
In
The Reaction to Rising Oil and a Hawkish Fed 3/19/26
Scott Wapner and the Investment Committee debate the impact higher oil is having on the markets & the consumer and how they are trading it. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights two names in his "Best Stocks in the Market."
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Gaming Out the Fed's Next Move 3/18/26
Michael Santoli and the Investment Committee debate what to expect out of the Fed today and what their decision will mean for the market and your money, CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, the desk debate how to trade Disney as the new CEO, Josh D'Amaro, takes over for Bob Iger. CNBC’s Julia Boorstin joins ‘Halftime Report’ with the latest.
Can the Rally Find New Footing 3/17/26
Michael Santoli and the Investment Committee debate whether the market can hold this rally and what stocks need to keep going higher. Plus, the desk debates whether private credit concerns are overblown. Steve Liesman joins us with the latest from the space. And later, the Committee share their latest portfolio moves.
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Navigating the Energy Market Turmoil 3/16/26
David Faber and the Investment Committee debate how to trade oil and the market as turmoil in the energy sector grows. CNBC's Brian Sullivan joins us with the latest comments from Treasury Secretary Scott Bessent. Plus, CNBC’s Kristina Partsinevelos joins us to discuss the latest news out of San Jose, California, where Nvidia is set to kick off its annual GTC event. The Committee debate how to tra
Trading Strategies as Volatility Rises 3/13/26
Scott Wapner and the Investment Committee debate how to trade stocks as the volatility in the market and oil rises. Plus, the desk share their latest portfolio moves. And later, we take a look at the housing sector as mortgage rates continue rising.
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The War and the Markets 3/12/26
Scott Wapner and the Investment Committee debate what the War in Iran means for the markets and how they are protecting their portfolio amid the uncertainty. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Starbucks 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
How to Trade Today's Volatile Market 3/11/26
Frank Holland and the Investment Committee debate how to navigate the volatility as markets fall and oil rises. Plus, we go over the bull/bear case on software and how you should trade it. And later, 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 advertising.
Live from Future Proof in Miami Beach 3/10/26
Scott Wapner and the Investment Committee are live at Future Proof Citywide in Miami Beach, Florida to debate the turnaround in the markets and how they are trading it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some Biotech names in his "Best Stocks in the Market."
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How to Trade Higher Oil amid the Iran War 3/9/26
Scott Wapner and the Investment Committee debate how to trade the oil markets amid the Iran War. Plus, we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves.
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Navigating the Market as Crude Oil tops $90 per barrel 3/6/26
Scott Wapner and the Investment Committee debate what $90 Oil means to the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Target in his "Best Stocks in the Market."
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To Buy or Not to Buy the Dip 3/5/26
Scott Wapner and the Investment Committee debate how to play the volatile markets and whether investors should buy the dip. Plus, Kristina Partsinevelos joins us to discuss the latest news out of Broadcom following the company's earnings report. And later, the Committee shares their latest portfolio moves.
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Buy the Bounce? 3/4/26
Scott Wapner and the Investment Committee discuss the state of the markets following three days of selling. The experts detail their latest portfolio moves. Calls of the Day include Tesla, Caterpillar, PulteGroup, and Corning. Mo Assomull, Morgan Stanley Global Co-Head of Investment Banking, joins in a Halftime exclusive. CNBC Senior Markets Commentator and Overtime Co-Anchor Michael Santoli gives
Stocks Tumble, Oil Rallies 3/3/26
Scott Wapner and the Investment Committee debate the volatility in the market and how you should trade it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlight Chemical stocks 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.
Trading the Markets amid the Iran Conflict 3/2/26
Scott Wapner and the Investment Committee debate what investors should do with their portfolios following the strikes on Iran over the weekend. Plus, the desk shares their latest moves. And later, Mark Fisher, MBF Trading Founder & CEO, joins CNBC's 'Halftime Report' to discuss the reaction in energy stocks to the growing conflict in Iran. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz
Big Tech's AI Spender-Bener 2/27/26
Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. 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.
Trading Tech's Troubles 2/26/26
Scott Wapner and the Investment Committee react to Nvidia's earnings and debate how you should trade the tech sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Waste Management 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
The State of the Tech Trade 2/25/26
Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to the Setup on some key Committee names reporting earnings tonight and tomorrow.
Investment Committee Disclosures Hosted by
Navigating High AI Anxiety 2/24/26
Scott Wapner and the Investment Committee debate the high anxiety around AI and how you should trade it. Josh Brown details his Heavy Assets, Low Obsolescence or "HALO" trade that he says will be resistant to AI volatility. Plus, the desk share their favorite consumer discretionary names. And later, Josh Brown spotlights Utilities in his "Best Stocks in the Market."
Investment Committee Disclosur
The SCOTUS Tariff Decision Fallout 2/23/26
Scott Wapner and the Investment Committee debate how to trade the market's reaction to the Supreme Court's ruling against Trump's tariff's last week. Plus, the Committee share their latest portfolio moves. And later, the desk debates whether private credit is too risky for retail.
Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about
The Supreme Court Rules Against Trump's Global Tariffs 2/20/26
Scott Wapner and the Investment Committee debate what the Supreme Court ruling means for the future of tarriffs, the market and your money. CNBC’s Eamon Javers joins ‘Halftime Report’ with the latest out of Washington. Plus, the Committee is making some major portfolio moves, they reveal their strategies. And later, Josh Brown spotlights Old Dominion in his "Best Stocks in the Market." Hosted b
The Big Risks Beyond A.I. 2/19/26
Dominic Chu and the Investment Committee debate the other risks to the market including the health of the U.S. consumer and tensions flaring in the Middle East. Plus, the desk debates the oil & gas sector as Iran talks rattle the crude markets. And later, the Committee shares their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll
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