Halftime Report

Can the Market Move Higher in May? 5/1/26

01 May 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether earnings can drive stocks higher and how you should position your portfolio.  Plus, the Comm...

The Mega Cap Winners & Losers 4/30/26

30 Apr 2026

Contributed by Lukas

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 rai...

A Make or Break Day for Stocks: The Committee's Top Strategies 4/29/26

29 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming...

Reaction to OpenAI's Revenue Miss: How to Trade it 4/28/26

28 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it.  Plus, Josh Brown highlights semicond...

Trading Strategies for the Huge Week Ahead 4/27/26

27 Apr 2026

Contributed by Lukas

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 conf...

The DOJ Drops its Charges Against Fed Chair Jerome Powell 4/24/26

24 Apr 2026

Contributed by Lukas

Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s St...

Navigating the Bull Run in Semiconductors 4/23/26

23 Apr 2026

Contributed by Lukas

Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Commit...

Shifting Setups for Growth and Value 4/22/26

22 Apr 2026

Contributed by Lukas

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...

The Committee Reacts to Kevin Warsh's Testimony 4/21/26

21 Apr 2026

Contributed by Lukas

Frank Holland and the Investment Committee react to Fed Chair nominee Kevin Warsh's testimony today at the Senate Banking committee during his confirm...

What's Next for the Market: Pause or a Greater Pullback? 4/20/26

20 Apr 2026

Contributed by Lukas

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 de...

Stocks Surge, Crude Tumbles: How Should you Trade it 4/17/26

17 Apr 2026

Contributed by Lukas

Frank Holland and the Investment Committee debate how to position your portfolio after Iran's Foreign Minister declared the Strait of Hormuz will rema...

Your Record High Playbook 4/16/26

16 Apr 2026

Contributed by Lukas

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...

Trading Stocks as they Approach New Highs 4/15/26

15 Apr 2026

Contributed by Lukas

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....

How to Navigate the Market Rebound 4/14/26

14 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the market can hit new highs despite geopolitical uncertainty and how you should trade it. Pl...

Earnings and the War Guide the Market 4/13/26

13 Apr 2026

Contributed by Lukas

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 strat...

The Sell-The-Rip vs. Buy-The-Dip Debate 4/10/26

10 Apr 2026

Contributed by Lukas

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 makin...

Stocks and the Fragile Ceasefire 4/9/26

09 Apr 2026

Contributed by Lukas

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 ...

Stocks Surge on Ceasefire: Your Next Move 4/8/26

08 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to position your portfolio as stocks surge following the announced ceasefire in Iran. Plus, the d...

President Trump's Deadline to Iran Looms over Stocks 4/7/26

07 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to position your portfolio ahead of the looming deadline President Trump placed on Iran tonight. ...

Building a Strategy Amid the Uncertainty 4/6/26

06 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how they're managing their portfolio amid the geopolitical uncertainty in the markets.  Plus, we hit...

The Markets React to President Trump's Speech Last Night: Your Next Move 4/2/26

02 Apr 2026

Contributed by Lukas

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 s...

Are Stocks Still Vulnerable 4/1/26

01 Apr 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the resilience of the market and whether stocks are still vulnerable amid the uncertainty in the Midd...

Stocks Rally 3/31/26

31 Mar 2026

Contributed by Lukas

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 l...

Stocks on Five-Week Losing Streak 3/30/26

30 Mar 2026

Contributed by Lukas

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 mo...

The Iran War Upends Stocks: Headline Fatigue and the 'Trump Put' 3/27/26

27 Mar 2026

Contributed by Lukas

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 th...

Trading the Iran War Uncertainty 3/26/26

26 Mar 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks.  Plus, the desk share th...

Stocks Rise and Oil Falls on Hopes for Iran Talks 3/25/26

25 Mar 2026

Contributed by Lukas

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 d...

How to Trade Stocks Amid the Iran War 3/24/26

24 Mar 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to navigate the market as the Iran War continues.  Plus, the desk share their latest portfolio m...

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

23 Mar 2026

Contributed by Lukas

Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays...

Sizing Up the Rally's Road Ahead 3/20/26

20 Mar 2026

Contributed by Lukas

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 Supe...

The Reaction to Rising Oil and a Hawkish Fed 3/19/26

19 Mar 2026

Contributed by Lukas

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...

Gaming Out the Fed's Next Move 3/18/26

18 Mar 2026

Contributed by Lukas

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 mone...

Can the Rally Find New Footing 3/17/26

17 Mar 2026

Contributed by Lukas

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 d...

Navigating the Energy Market Turmoil 3/16/26

16 Mar 2026

Contributed by Lukas

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 ...

Trading Strategies as Volatility Rises 3/13/26

13 Mar 2026

Contributed by Lukas

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 ...

The War and the Markets 3/12/26

12 Mar 2026

Contributed by Lukas

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 uncer...

How to Trade Today's Volatile Market 3/11/26

11 Mar 2026

Contributed by Lukas

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...

Live from Future Proof in Miami Beach 3/10/26

10 Mar 2026

Contributed by Lukas

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 th...

How to Trade Higher Oil amid the Iran War 3/9/26

09 Mar 2026

Contributed by Lukas

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...

Navigating the Market as Crude Oil tops $90 per barrel 3/6/26

06 Mar 2026

Contributed by Lukas

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 p...

To Buy or Not to Buy the Dip 3/5/26

05 Mar 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to play the volatile markets and whether investors should buy the dip. Plus, Kristina Partsineve...

Buy the Bounce? 3/4/26

05 Mar 2026

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of the markets following three days of selling. The experts detail their latest portfolio ...

Stocks Tumble, Oil Rallies 3/3/26

03 Mar 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the volatility in the market and how you should trade it. Plus, the desk shares their latest portfoli...

Trading the Markets amid the Iran Conflict 3/2/26

02 Mar 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate what investors should do with their portfolios following the strikes on Iran over the weekend. Plus, ...

Big Tech's AI Spender-Bener 2/27/26

27 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. Plus, the desk share their latest ...

Trading Tech's Troubles 2/26/26

26 Feb 2026

Contributed by Lukas

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 late...

The State of the Tech Trade 2/25/26

25 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina...

Navigating High AI Anxiety 2/24/26

24 Feb 2026

Contributed by Lukas

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 Obso...

The SCOTUS Tariff Decision Fallout 2/23/26

23 Feb 2026

Contributed by Lukas

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. ...

The Supreme Court Rules Against Trump's Global Tariffs 2/20/26

20 Feb 2026

Contributed by Lukas

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...

The Big Risks Beyond A.I. 2/19/26

19 Feb 2026

Contributed by Lukas

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 Mi...

Big Tech's Concentration Situation 2/18/26

18 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether Big Tech stocks are turning around and how you should trade them. Plus, the Committee shares ...

Trading the Tech Takedown 2/17/26

17 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the threats AI pose to the tech sector and how you should navigate it. Plus, the Committee shares the...

Buy the AI Sell-Off? 2/13/26

13 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the AI Sell-off and whether now is a good buying opportunity. Plus, the Committee share ...

How to Trad the Tech Sell-Off 2/12/26

12 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how you should navigate the tech sell-off and protect your portfolio. Plus, the Committee share their...

How to Trade Around the Hot Jobs Report 2/11/26

11 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to play the hot jobs report pushing stocks higher. Plus, the desk share their latest portfolio mo...

Trading the Stock Surge 2/10/26

10 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the surge in stocks and how you should trade it. Plus, the Committee share their latest portfolio mov...

How Far Can the Rally Run? 2/9/26

09 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how far the rally can run and how you should position your portfolio. Plus, the Committee is making s...

Brad Gerstner, Jensen Huang and Treasury Secretary Scott Bessent join us live 2/6/26

06 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday.  Altimeter Capital's Brad G...

The AI Spend-A-Palooza 2/5/26

05 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee are live from San Francisco to debate the surge in AI spending and how you should trade it. Plus, the desk s...

Navigating the Pullback in Software 2/4/26

04 Feb 2026

Contributed by Lukas

Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their ...

Navigating the Tech Sell-Off 2/3/26

03 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the sell-off in tech and how you should navigate the volatility in the Mega-Cap names. Plus, the desk...

Navigating the Volatile Market 2/2/26

02 Feb 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the des...

The Committee Reacts to the Fed Chair Pick 1/30/26

30 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate what the Kevin Warsh pick means for the market and your money. Plus, we hit the latest Calls of the D...

Are Mega-Cap Expectations too High? 1/29/26

29 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee...

The S&P Crosses Another Milestone 1/28/26

28 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the S&P hitting $7,000 for the first time ever. What does it mean for the market and your money.  Pl...

A Critical 72 Hours Ahead for the Market 1/27/26

27 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how important the next few days are for the rally as Mega Cap Earnings, the Fed Decision and a potent...

Analyzing the Huge Week Ahead for the Markets 1/26/26

26 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate this pivotal week ahead for the markets with Mega Cap Earnings reporting in the coming days and the F...

The Pivotal Week Ahead 1/23/26

23 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the huge week ahead for the markets with Mega Cap Earnings reporting next week. Plus, the desk shares...

Trading the Rebound 1/22/26

22 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the rebound in the markets after President Trump threatened tariffs on Tuesday. Plus, th...

The State of Stocks: Noise vs. Reality 1/21/26

21 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to navigate the market and trade around the noise.  Plus, Ark Invest's Cathie Wood joins us with...

Buy the Volatility? 1/20/26

20 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether you should buy the volatility as President Trump's new threats of tariffs against Europe push...

The Road Ahead for the Rally 1/16/26

16 Jan 2026

Contributed by Lukas

Frank Holland and the Investment Committee debate the road ahead for the rally and how to position your portfolio.  Plus, the desk shares their lates...

Resilience and Rotation 1/15/26

15 Jan 2026

Contributed by Lukas

Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio ...

How to Trade the Market Volatility 1/14/26

14 Jan 2026

Contributed by Lukas

Frank Holland and the Investment Committee debate how to trade the increased volatility in the market. Plus, the desk shares their latest portfolio mo...

The Return of Volatility? 1/13/26

13 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether we should expect more volatility in the market as stocks trade at record highs. Plus, the Com...

Reaction to the DOJ Probe of Fed Chair Powell 1/12/26

12 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee react to the DOJ opening an investigation into Fed Chair Jerome Powell.  CNBC’s Eamon Javers joins us wit...

The Everything (Other than Tech) Rally 1/9/26

09 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the broad rally across the market and how you should position your portfolio. Plus, the Committee sh...

Assessing the Rally 1/8/26

08 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee assess the rally and debate where markets are going from here. Plus, the Committee shares their latest portf...

Halftime Report: 1/7/26

07 Jan 2026

Contributed by Lukas

Listen to 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.Investment C...

Brad Gerstner Live on Halftime Report 1/6/26

06 Jan 2026

Contributed by Lukas

Scott Wapner and the Investment Committee debate the Dow going for it's first 49k close and what it means for the market and your money. Plus, Brad Ge...

The Committee's 2026 Outlook 1/5/25

05 Jan 2026

Contributed by Lukas

Courtney Reagan and the Investment Committee Debate what 2026 will hold for stocks and how you can trade it. Plus, the desk share their latest portfol...

The Playbook for 2026 1/2/26

02 Jan 2026

Contributed by Lukas

Courtney Reagan and the Investment Committee debate the setup for stocks in 2026 and how you should position your portfolio.  Plus, the desk give you...

Positioning Your Portfolio for 2026 12/31/25

31 Dec 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the key themes of 2026 and how to position your portfolio for the new year. Plus, the desk give you ...

The Key Themes for Stocks in 2026 12/30/25

30 Dec 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the main themes to look out for in 2026.  CNBC's Steve Liesman also joins us with what to expect fr...

The Final Push for the Year 12/29/25

29 Dec 2025

Contributed by Lukas

Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And l...

The Final Trading Days of the Year 12/26/25

26 Dec 2025

Contributed by Lukas

The Investment Committee debate the final trading days of 2025 and get ready for the year ahead. Investment Committee Disclosures Hosted by Simplecas...

Strong GDP and Stocks 12/23/25

23 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate what effect a strong GDP will have on stocks and what it means for your money. Plus, we hit the lates...

The Key Questions for 2026 12/22/25

22 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the three key questions for stocks in 2026. Plus, the Committee shares their latest portfolio moves. ...

The Final Stretch of 2025 12/19/25

19 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the final stretch of 2025 and whether stocks can stage a rally into the new year. Uber and Lyft share...

Stocks Rally on CPI Print 12/18/25

18 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the rally in stocks after a lighter than expected inflation print. The experts detail their latest p...

Stocks and AI Anxiety 12/17/25

17 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of stocks as investors grapple with more AI anxiety. Rob Sechan details his latest portfol...

The State of Stocks 12/16/25

16 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of stocks as one firm says investors are more bullish than they've been in years. The expe...

Final Full Trading Week of 12/15/25

15 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the final full trading week of the year.  Plus, they share their latest portfolio moves...

Fresh AI Jitters Shake the Market 12/12/25

12 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the headline that Oracle is delaying data centers to 2028 from 2027 and what it means to the AI trade...

The Post-Fed Market 12/11/25

11 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the market after Fed Chair Powell announced another rate cut yesterday. Plus, the desk s...

Counting Down to the Fed Rate Decision 12/10/25

10 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee prepare for Fed Chair Jerome Powell's speech later today that will decide the next direction for rates and t...

The Market Pushes to New Highs 12/9/25

09 Dec 2025

Contributed by Lukas

Scott Wapner highlights the Investment Committee's latest moves as the market pushes to new highs. Plus, we hit the latest Calls of the Day. And later...

Trading the Pivotal Week for the Market 12/8/25

08 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade this week with a Fed Decision looming and Oracle and Broadcom reporting earnings. CNBC's...

Is the 'FOMO' Rally Here? 12/5/25

05 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a 'Fear of Missing Out' rally is upon us and how you should navigate it. Plus, Josh Brown sel...