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  • AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26
    2026/10/16

    Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commodities

    Investment Committee Disclosures


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    43 分
  • The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26
    2026/10/15

    Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus, Sridhar Ramaswamy, CEO of Snowflake, joins us to discuss the AI frontier and what it means for the market and your money. And later, Josh Brown spotlights Palantir in his "Best Stocks in the Market."

    Investment Committee Disclosures


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    49 分
  • Halftime Report Live at the CAIS Summit 10/13/26
    2026/10/13

    Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the alternative investment landscape. Glenn August, Oak Hill Advisors Founder & CEO, joins us to discuss AI, rates, the market and more. And later, Josh Brown spotlights some names 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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    47 分
  • High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26
    2026/10/12

    Leslie Picker and the Investment Committee debates how to navigate Q3 earnings and whether the market is expecting too much from the reports. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Snapchat.

    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 分
  • The State of the AI Trade 10/9/26
    2026/10/09

    Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Micron.

    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 分
  • The Rally and Rising Rate Risk 10/8/26
    2026/10/08

    Scott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotlights Williams-Sonoma in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on JetBlue and Delta Air Lines.


    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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    49 分
  • Halftime Report Celebrates 15 Years 10/7/26
    2026/10/07

    Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later, we look back at the last 15 years of Halftime Report, revisiting the biggest calls, the sharpest debates and the moments that defined the show.

    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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    49 分