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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

Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures

 
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The Market Weighs China Trade Tensions 10/15/25

Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and more. Plus, Franklin Templeton CEO Jenny Johnson and Oak Hill Advisors CEO Glenn August joins us live with their take. 

Investment Committee Disclosures

 
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Live from the CAIS Alternatives Conference in Beverly Hills 10/14/25

Frank Holland and the Investment Committee debate the market swings over the last few days and how you should navigate the uncertainty. Plus we hit the latest Calls of the Day. And later, the desk share their latest portfolio moves. 

Investment Committee Disclosures

 
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Return of the Tariff Threat? 10/13/25

Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tariffs against Beijing. Plus, the Committee share their latest portfolio moves. And later, CNBC's Leslie Picker joins us with the latest on the First Brands bankruptcy and what it means for the future of private credit and the markets. 

Investment Committee Disclosures

 
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New China Tensions Dragging Stocks Lower 10/10/25

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."

Investment Committee Disclosures

 
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AI Buildout vs. Dotcom Bubble 10/9/25

Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares their latest portfolio moves. 

Investment Committee Disclosures

 
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AI Deals Lift Stocks 10/8/25

Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips. And later, the Committee share their latest portfolio moves. 

Investment Committee Disclosures

 
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Is an “Everything Rally” Coming? 10/7/25

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 state of play for stocks with mega cap earnings out of the way and the Election and the Fed looming large. Plus, Steve Weiss and Josh Brown making some moves in their portfolios, they give you the details. And later, the Investment Committee debate the latest Calls of the Day. 

Investment Committee Disclosures

 

 
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The State of Play for Stocks 11/1/24

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