Altimeter Capital’s Brad Gerstner joins us Live 6/12/25
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss everything from the markets, to AI, to the future of his “Invest America” plan. Plus, the Committee detail their latest portfolioe moves. And later, Chime Financial goes public in our hour, Leslie Picker joins us with the latest. Investment Committee Disclosures
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46:32
The Road to New Records 6/11/25
Frank Holland and the Investment Committee discuss the market reaching for new records with the S&P within 2% of an all-time high. Plus, Steve Weiss shares some of his latest buys. And later, we debate the latest Call of the Day on Goldman Sachs. Investment Committee Disclosures
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44:27
The Surging Tech Trade 6/10/25
Scott Wapner and the Investment debate the tech sector’s surge over the past month, pushing stocks within distance of new highs. Plus, McDonald’s getting a double downgrade to sell at Redburn Atlantic, it’s our Call of the Day, the Investment Committee discuss how to trade the name. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
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44:11
Live from Apple Park at WWDC 6/9/25
Scott Wapner and the Investment Committee are live in Cupertino, California at Apple’s Worldwide Developer’s Conference to debate what to expect from the company. Plus, Stephanie Link details her latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures
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47:26
Records in reach? 6/6/25
The Halftime Report Investment Committee breaks down today’s market action as stocks jump following a strong jobs report. Plus, Kevin Simpson lays out his strategy for Tesla amid the brewing battle between Pres. Trump and Elon Musk. And Josh Brown has a big update to his “best stocks in the market”. Investment Committee Disclosures
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.
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