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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

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

 
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AI's Next Test: Alphabet Earnings 7/22/26

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

 
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Positioning your Portfolio into Mega-Cap Earnings 7/21/26

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. 

Investment Committee Disclosures

 
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Mega Cap Earnings in Focus: Your Next Move 7/20/26

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. 

Investment Committee Disclosures

 
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The State of the Tech Trade: Your Next Move 7/17/26

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

 
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The State of the Tech Trade: Your Next Move 7/16/26

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

 
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The Mega-Cap Bounce Back: How to Trade it 7/15/26

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." 

Investment Committee Disclosures

 
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Cyber Stocks Hit New Record High: How to Trade it 7/14/26

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

 
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A Critical Week for Stocks: Your Next Move 7/13/26

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 State of the Tech Trade as SK Hynix Opens for Trading 7/10/26

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

 
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The Momentum Reset and How to Trade it 7/9/26

Scott Wapner and the Investment committee debate the resurgence in the as the Nasdaq hits a new record high. Plus, Nike falling today after missing earnings, it’s our Chart of the Day. And later, the desk discuss the latest Calls of the Day in Uber and Apollo Global. 

Investment Committee Disclosures

 
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Tech Surges Back 12/4/24

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