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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

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 Options Action on the volatility index. 

Investment Committee Disclosures 

 
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AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26

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. 

 
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Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26

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 

 
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Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26

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. 

 
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Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26

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. 

 
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Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26

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. 

 
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The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26

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." 

 
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Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26

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 information about our collection and use of personal data for advertising.

Time to Be Cautious on Stocks? 9/2/26

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 

 
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The September Setup: The Investment Committe's Strategy 9/1/26

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

 
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Markets after Nvidia and Warsh: Your Next Move 8/31/26

Scott Wapner and the Investment Committee debate if we are in the early innings of this rally. Plus, we are joined by Morgan Creek Capital’s CEO, Mark Yusko to discuss his cautiously optimistic view of the market and how he’s positioned. And, Pete Najarian has some Unusual Activity in a travel stock and an entertainment stock, how should you play them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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The Third Inning

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