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CNBC

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.

Halftime Report

Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. 

Investment Committee Disclosures

 
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DEBATE: Is AI Artificially Inflated? 10/6/25

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market”

 

Investment Committee Disclosures

 
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Is an AI Bubble Brewing? 10/3/25

Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it. Plus, the desk debated the hottest sector this week, healthcare. And later, we hit the latest Calls of the Day.

 

Investment Committee Disclosures

 
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The Record Rally's Road Ahead 10/2/25

Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2025. 

 

Investment Committee Disclosures

 
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Best Q4 Strategies 10/01/25

Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move. 

Investment Committee Disclosures

 
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Your Q4 Playbook 9/30/25

Scott Wapner and the Investment Committee debate Goldman’s upgrade of global equities and what it means for a year-end rally. 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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Year-End Rally or a Reversal Ahead? 9/29/25

Dom Chu and the Investment Committee debate the new tariffs Trump announced today. What will the tariffs mean for the market and your money. Plus, BMO’s Brian Belski joins us with a target raise on the S&P to $7,000, he’ll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it now. 

Investment Committee Disclosures

 
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The Committee Reacts to the New Tariffs 9/26/25

Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors. 

Investment Committee Disclosures

 
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The State of the AI Trade 9/25/25

Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what it means for the market and your money. Plus, the Committe share their buyback strategy. And later, CNBC's Dom Chu joins us with the latest from the Ryder Cup. 

Investment Committee Disclosures

 
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Froth Fears Ratchet Up 9/24/25

Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he’s spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell. 

Investment Committee Disclosures

 
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The Fate of the Record Rally 9/23/25

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.

Investment Committee Disclosures

 
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Can Stocks Reverse Course? 4/29/25

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