Halftime Report

Meta's Much Needed Moment 12/4/25

04 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss Meta's hiring of Apple's Head of Design.  What does it mean for the companies and how you should tr...

Can Stocks Rally to Year-End? 12/3/25

03 Dec 2025

Contributed by Lukas

Dominic Chu and the Investment Committee debate the Cyber sector after Bryn sells Salesforce. Plus, the rest of the Committee share their latest portf...

Can Stocks Rally to Year-End? 12/2/25

02 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks can rally into year-end as the final month of trading is underway. Plus, Josh Brown sp...

The Final Month of Trade for 2025

01 Dec 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the final month of the year, with December being a historically positive month for stock...

Will Stocks Rally into Year-End? 11/28/25

28 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the market will rally into year-end. Plus, the Committee share their latest portfolio moves. ...

The Setup for Stocks into Year-End 11/26/25

26 Nov 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the setup for stocks into year-end as we head into the Thanksgiving holiday. Plus, CNBC’s Courtney...

Alphabet's Climb to a $4 Trillion Market Cap 11/25/25

25 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the resurgence in tech and Alphabet's climb to a $4 Trillion market cap. Plus, the Committee shares ...

The Tech Rebound and Market Rally 11/24/25

24 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the rebound in tech stocks and what it means for the market. Plus, the desk share their ...

PLAYING THE POP 11/21/25

21 Nov 2025

Contributed by Lukas

The Halftime Investment Committee breaks down their best strategies as stocks push higher. Plus, new trades from Bill Baruch and Kevin Simpson. And Jo...

Nvidia Turns Negative: What it Means for the Market 11/20/25

20 Nov 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate what to do now that Nvidia has turned negative, Bitcoin breaks below $90k, and the rest of the marke...

Looking Ahead to Nvidia Earnings 11/19/25

19 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate what's riding on Nvidia earnings and what it will mean for the markets and your money. Plus, the desk...

Is a Bigger AI Correction Coming? 11/18/25

18 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a bigger correction in the AI sector is coming as the selloff in tech continues. Plus, CNBC’...

The State of the AI Trade 11/17/25

17 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfoli...

AI Anxiety and Cut Concerns Hit Stocks 11/14/25

14 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the high anxiety in the markets as the AI trade extends its selloff. The experts detail their latest...

Is a Greater Rotation Coming? 11/13/25

13 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a greater rotation is coming and if a December rate cut is on the table. Plus, the Committee ...

Navigating the "Everything Rally" 11/12/25

12 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound.  Plus,  we discuss the AI Spending Frenzy, w...

The Final Stretch Setup 11/11/25

11 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade the final stretch of the year as the market opens mixed today. Plus, Stephanie Link shar...

The Reopening Rally 11/10/25

10 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the reopening rally and how to trade it as the government shutdown nears an end. Plus, Jim Chanos unw...

Tech's Tumultuous Week 11/7/25

07 Nov 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the state of the AI trade after a tumultuous week for tech. The experts detail their latest portfoli...

The Pullback Playbook 11/6/25

06 Nov 2025

Contributed by Lukas

Frank Holland and the Investment Committee lay out their pullback playbook as stocks are under pressure again today. Plus, the desk debates Elon Musk'...

Halftime Report Live from Schwab Impact in Denver 11/5/25

05 Nov 2025

Contributed by Lukas

Scott Wapner is live at Schwab Impact in Denver, Colorado where a record 2800 advisors have arrived to discuss the market, consumer sentiment and wher...

Is the Rally on Solid Ground? 11/4/25

04 Nov 2025

Contributed by Lukas

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weaknes...

New Month, New Strategy 11/3/25

03 Nov 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate their November Playbook for stocks and how you should position yourself into year end. Plus, we hit ...

The Year's Stretch Run 10/31/25

31 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the market's massive week as a new trading month looms. The experts detail their latest portfolio mo...

Trading the Massive Market Day 10/30/25

30 Oct 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate tech earnings taking center stage and what it means for the market and your money. Plus, the desk sh...

Trading the Massive Market Day 10/29/25

29 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the massive market day with Nvidia becoming the first five trillion-dollar company, Alphabet, Meta an...

Trading the 'Tech Palooza' 10/28/25

28 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate mega cap tech stocks as Apple and Microsoft hit major milestones. Plus, the desk shares their latest ...

Trading the Critical Week Ahead 10/27/25

27 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate this critical week for your money with mega cap earnings, a Fed decision, the President Trump and Chi...

Record High Strategies 10/24/25

24 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate their strategies when stocks are at record highs. Plus, they share their latest portfolio moves. And ...

Trading the Earnings Movers 10/23/25

23 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the d...

Mega Cap Earnings In Focus 10/22/25

22 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk deb...

The Set-Up for Stocks 10/21/25

21 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the set-up for stocks as they continue rising higher today. Plus, the desk share some of their latest...

Trading Apple at All-Time Highs 10/20/25

20 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate how to trade Apple as it touches record highs today. Plus, Josh Brown spotlights another stock in his...

Cracks Forming in the Private Credit Market? 10/17/25

17 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee a...

Trading the Market Volatility 10/16/25

16 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the market volatility and how to trade it. Plus, the desk shares their latest portfolio moves. And l...

The Market Weighs China Trade Tensions 10/15/25

15 Oct 2025

Contributed by Lukas

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 ...

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

14 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee are live from the CAIS Alternatives Conference in Beverly Hills to discuss the market, alt investments and m...

Return of the Tariff Threat? 10/13/25

13 Oct 2025

Contributed by Lukas

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 th...

New China Tensions Dragging Stocks Lower 10/10/25

10 Oct 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the new tensions between the U.S. and China as President Trump threatens "Massive" retaliatory tarif...

AI Buildout vs. Dotcom Bubble 10/9/25

09 Oct 2025

Contributed by Lukas

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...

AI Deals Lift Stocks 10/8/25

08 Oct 2025

Contributed by Lukas

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...

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

07 Oct 2025

Contributed by Lukas

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 ...

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

06 Oct 2025

Contributed by Lukas

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...

Is an AI Bubble Brewing? 10/3/25

03 Oct 2025

Contributed by Lukas

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 th...

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

02 Oct 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it.  ...

Best Q4 Strategies 10/01/25

01 Oct 2025

Contributed by Lukas

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 ...

Your Q4 Playbook 9/30/25

30 Sep 2025

Contributed by Lukas

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 sh...

Year-End Rally or a Reversal Ahead? 9/29/25

29 Sep 2025

Contributed by Lukas

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 t...

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

26 Sep 2025

Contributed by Lukas

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, B...

The State of the AI Trade 9/25/25

25 Sep 2025

Contributed by Lukas

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 thei...

Froth Fears Ratchet Up 9/24/25

24 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what...

The Fate of the Record Rally 9/23/25

23 Sep 2025

Contributed by Lukas

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 Brow...

The Best Stock Strategies Following a Rate Cut 9/22/25

22 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed’s rate cut last week. Plus, CNBC’s Jon Fortt bring...

Your All-Time Highs Playbook 9/19/25

19 Sep 2025

Contributed by Lukas

Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. Plus. The desk share their latest portfolio...

The Post-Fed Playbook 9/18/25

18 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate your post-Fed playbook, as stocks hit record highs following yesterday's rate cut. The experts detail...

Awaiting the Fed Decision 9/17/25

17 Sep 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the fate of the rally as we count down to a high-stakes Fed decision today. CNBC Senior Economics Re...

The Road Ahead for the Record Rally 9/16/25

16 Sep 2025

Contributed by Lukas

Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares...

Alphabet Crosses the $3 Trillion Mark 9/15/25

15 Sep 2025

Contributed by Lukas

Courtney Reagan and the Investment Committee debate the critical week for your money as more key data and the next Fed decision loom large. Plus, Alph...

Your Rate Cut Playbook 9/12/25

12 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week’s Fed meeting. Plus, the Committee making some major po...

The Resilient Bull Run 9/11/25

11 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate stocks setting new records and the best way to invest in this resilient bull run. Plus, the desk shar...

Rethinking the AI Trade 9/10/25

10 Sep 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade.  Plus, we discuss some of the Co...

Halftime Report live from Future Proof in Huntington Beach, California. 9/9/25

09 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment ...

The Fate of the Record Rally 9/8/25

08 Sep 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the fate of the record rally as we ick off a critical week for the markets and your money. Plus, the...

Rethinking the AI Trade 9/5/25

05 Sep 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after...

AI Trade Intact? 9/4/25

04 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include ...

Alphabet’s Mega Move 9/3/25

03 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the stunning google move and how you should trade it now. Plus, we discuss the latest Calls of the Da...

Trading the Weak September Start 9/2/25

02 Sep 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tarif...

Your September Strategy 8/29/25

29 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stoc...

Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25

28 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. P...

Can Nvidia Earnings Match the Hype 8/27/25

28 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee countdown to Nvidia’s earnings report tonight and what it could mean for the broader market. Plus, Financi...

The Road Ahead for Stocks 8/26/25

26 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts rea...

The Best Plays Post-Powell 8/25/25

25 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell’s pivot in Jackson Hol...

The Post-Powell Playbook 8/22/25

22 Aug 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell’s highly anticipated speech in Jackson Hole. Plus...

Pause or Pullback? 8/21/25

21 Aug 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate whether we’re in a pause or pullback as stocks try to avoid a fifth straight day of losses.  Plus...

Tech Pullback Stirs Market Fears 8/20/25

20 Aug 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares...

A Bubble in Tech? 8/19/25

19 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee whether there’s a bubble in tech after Sam Altman’s warning and now options traders bracing for a potent...

Stocks Face a Critical Week 8/18/25

18 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the critical week for stocks as central bankers gather in Jackson Hole for their annual get-together...

How to Trade the Markets Right Now 8/15/25

15 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee discuss the new high for the Dow as the index joins the S&P and Nasdaq at record levels. The desk debates ho...

Are Stocks and the Fed on a Collision Course? 8/14/25

14 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks and the Fed are on a collision course.  Plus, Kevin Simpson shares his many portfolio...

How to Play New Highs 8/13/25

13 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the record run for stocks and whether this is truly one of the best investing environments we’ve se...

Stocks, Inflation and the Fed 8/12/25

12 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee what the Fed's next move is and what it will mean for stocks, the market and your money. Plus, the desk sha...

Bulls vs. Bears in a Choppy Market 8/11/25

11 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the current state of stocks and whether they are overvalued at these levels. Plus, the desk debate th...

Shaky or Stabilizing? 8/8/25

08 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether stocks are shaky or stabilizing with the S&P tracking for its best week since early June. Plu...

Inflation, Tariffs, and Dip-Buying 8/7/25

07 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether it’s safe to buy the dip as the S&P tries for its best week in a month. Plus, President Tru...

Can the Rally Regain Momentum? 8/6/25

06 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate whether the record-setting rally can regain momentum as stocks stall. Plus, we hit the latest Calls o...

How to Trade Choppy Stocks 8/5/25

05 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the state of stocks with the economy once again in question and markets entering a historically rocky...

The State of the Rally and the JOET Rebalance 8/4/25

04 Aug 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the future of the rally following one of the worst weeks for stocks since May.  Plus, Joe Terranova ...

The Market Pullback 8/1/25

01 Aug 2025

Contributed by Lukas

Mike Santoli and the Investment Committee debate the market pullback as new trade tensions and a weak jobs report push stocks lower. Plus, the desk sh...

Tech Earnings Drive the Rally 7/31/25

31 Jul 2025

Contributed by Lukas

Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings ...

The Future of the Rally 7/30/25

30 Jul 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the future of the rally as the Fed decision and mega cap earnings all on deck today.  Plus, Jim Lebe...

The Bull Run for Stocks 7/29/25

29 Jul 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the bull run for stocks and whether the market is heading for a shakeout. Plus, some committee stocks...

Trading this Pivotal Week 7/28/25

28 Jul 2025

Contributed by Lukas

Scott Wapner and the Investment Committee strategize ahead of this pivotal week as mega cap earnings, the Fed decision and job report loom large. Plus...

Gearing Up for a Huge Week 7/25/25

25 Jul 2025

Contributed by Lukas

Scott Wapner and the Investment Committee prepare for the huge week ahead as the Fed Decision, more mega cap earnings and the tariff deadline loom ove...

Stocks Extend Record Highs 7/24/25

24 Jul 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate what the AI arms race means for the rally as Alphabet increases its spending plans. Plus, the desk sh...

A Critical Stretch for your Money 7/23/25

23 Jul 2025

Contributed by Lukas

Scott Wapner and the Investment Committee debate the critical stretch for your money as mega cap earnings begin later today. Plus, we take a look at t...

Gearing up for Tech Earnings 7/22/25

22 Jul 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate whether the rally is running on fumes as the market gears up for tech earnings. Plus, Stephanie Link...

Riding the Record Rally 7/21/25

21 Jul 2025

Contributed by Lukas

Courtney Reagan and the Investment Committee debate whether investors should continue riding the record rally or take profits.  Plus, the desk discus...

The Future of the Rally 7/18/25

18 Jul 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the future of the rally as next week brings key economic data and quarterly earnings from nearly 20%...

Positioning Plays at All-Time Highs 7/17/25

17 Jul 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate whether its time to trim exposure in some of the high-flying stocks like Nvidia.  Plus, the desk sh...

The Fed, the Banks and the Market 7/16/25

16 Jul 2025

Contributed by Lukas

Frank Holland and the Investment Committee debate the new White House Drama coming out of Washinton and what it means for the market. Plus, the desk d...