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’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares their latest portfolio moves. 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.
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44:25
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44:25
Is an “Everything Rally” Coming? 10/7/25
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 mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money renting out Nvidia Chips. And later, the Committee share their latest portfolio moves. 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.
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44:21
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44:21
DEBATE: Is AI Artificially Inflated? 10/6/25
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 latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. 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.
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44:05
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44:05
Is an AI Bubble Brewing? 10/3/25
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 the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market” 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.
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43:33
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43:33
The Record Rally's Road Ahead 10/2/25
Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it. Plus, the desk debated the hottest sector this week, healthcare. And later, we hit the latest Calls of the Day. 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.
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.