Halftime Report - podcast cover

Halftime Report

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.

Episodes

The Summer Setup for Stocks 6/2/25

Courtney Reagan and the Investment Committee debate the Summer setup for stocks as we kick off a new trading month. Will there be a June swoon or surge? Plus, Oppenheimer downgrading the banks, it’s our Call of the Day. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures

Jun 02, 202544 min

The Road Ahead for Stocks 5/30/25

Scott Wapner and the Investment Committee debate the road ahead for stocks as we close out the best month for the market since November 2023. Plus, we go live to Morgan Brennan’s interview with JPMorgan CEO Jamie Dimon. And later, Scott Wapner brings you the latest from his interview with Third Point’s Dan Loeb. Mad Money Disclaimer

May 30, 202556 min

The State of the AI Trade 5/29/25

Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand. Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures

May 29, 202544 min

Banking on Nvidia 5/28/25

Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures

May 28, 202543 min

Stocks Surge on Tariff Delay 5/27/25

Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from his “Best Stocks in the Market.” Investment Committee Disclosures

May 27, 202543 min

Trading Trump’s Tariffs 5/23/25

Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee’s May report cards. Investment Committee Disclosures

May 23, 202544 min

Will Rising Rates Wreck Stocks? 5/22/25

Scott Wapner and the Investment committee debate whether rising rates pose a threat to the record rally. Plus, Stephanie Link shares her latest portfolio move. And later, Josh Brown highlights another stock on his “best stocks in the market” list. Investment Committee Disclosures

May 22, 202544 min

Navigating an "Unfamiliar Market" 5/21/25

Frank Holland and the Investment Committee debate the nest move for stocks as the S&P and Nasdaq snap their 6-day win streaks. Plus, the Committee discuss Tesla after David Faber’s wide-ranging interview with Elon Musk yesterday. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures

May 21, 202543 min

The Road to Record Highs 5/20/25

Frank Holland and the Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains for the S&P 500. Plus, Josh Brown has an update to one of his Best Stocks in the Market group. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures

May 20, 202544 min

Trading the Downgrade 5/19/25

Frank Holland and the Investment Committee debate the Moody’s Downgrade of America’s credit rating and discuss what it means for the market. Plus, Bill Baruch buying a biotech name, he calls in to share the details. And later, the desk cover the latest Call of the Day on Netflix. Investment Committee Disclosures

May 19, 202544 min

Does the Rally have Legs? 5/16/25

Scott Wapner and the Investment Committee debate whether the rally has legs as stocks continue to rebound. Plus, multiple moves from the Investment Committee – they share the details of their latest trades. And later, UnitedHealth having a tough week, the desk debates how to trade the name from here. Investment Committee Disclosures

May 16, 202544 min

Rising Rates and the Road Ahead for Stocks 5/15/25

Scott Wapner and the Investment Committee debate the road ahead for stocks and how rising rates could impact the market. Plus, the Investment Committee share their latest portfolio moves. And later, Josh Brown adds another stock to his “Best Stocks in the Market.” Investment Committee Disclosures

May 15, 202544 min

The Run to New Highs 5/14/25

Scott Wapner and the Investment Committee discuss the markets run to new highs and how to navigate the move. Plus, we debate the latest calls of the day on Robin Hood, UnitedHealth, Abbvie and more. And later, the desk reveal their latest portfolio moves. Investment Committee Disclosures

May 14, 202544 min

New Highs in Sight 5/13/25

Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it’s our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group. Investment Committee Disclosures

May 13, 202550 min

Trading the Stock Surge 5/12/25

Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. Investment Committee Disclosures

May 12, 202544 min

Reassessing the Rebound 5/9/25

Frank Holland and the Investment Committee debate the market rebound and whether there’s more room to run in stocks. Plus, the Committee share their latest portfolio moves. And later, we discuss a Call of the Day on Target, the desk shares their retail strategy. Investment Committee Disclosures

May 09, 202544 min

Can Stocks Keep Climbing? 5/8/25

Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy. Investment Committee Disclosures

May 08, 202543 min

Time to get Bullish? 5/7/25

Scott Wapner and the Investment Committee debate whether it’s time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it’s our Chart of the Day. And later, Josh Brown reveals some of his latest portfolio moves. Investment Committee Disclosures

May 07, 202544 min

Trading the Market Ahead of the Fed Decision 5/6/25

Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates the latest Calls of the Day. Investment Committee Disclosures

May 06, 202547 min

Trading the Rebound 5/5/25

Scott Wapner and the Investment Committee debate the state of stocks as the S&P 500 goes for 10-straight days of gains. The experts detail their latest portfolio moves. Altimeter Capital Founder and CEO Brad Gerstner joins as the Halftime Headliner. Investment Committee Disclosures

May 05, 202544 min

Playing the Rebound 5/2/25

Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of...

May 02, 202544 min

Trading Big Tech’s Big Beats 5/1/25

Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers. Investment Committee Disclosures

May 01, 202544 min

Trump Tariffs Hit the Economy 04/30/25

Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil. Investment Committee Disclosures

Apr 30, 202545 min

Can Stocks Reverse Course? 4/29/25

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack. Investment Committee Disclosures

Apr 29, 202543 min

The State of Stocks 4/28/25

Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global. Investment Committee Disclosures

Apr 28, 202543 min

Trade Negotiations and the Market 4/25/25

Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share the details. Investment Committee Disclosures

Apr 25, 202544 min

How To Invest in Volatile Markets 4/24/25

Scott Wapner and the Investment Committee debate the state of stocks in this highly volatile market. Plus, Alphabet earnings after the bell tonight, the desk debate how to trade the tech giant. And later, the Committee debate how to trade some stocks on the move today.

Apr 24, 202544 min

Trading the Trade War 4/23/25

Scott Wapner and the Investment Committee debate the new trade war headlines driving stocks sharply higher. Plus, the Committee share some of their latest portfolio moves. And later, we give you the setup on some key names reporting earnings this week.

Apr 23, 202544 min

Dow Heads for Worst April since 1932 4/22/25

Scott Wapner and the Investment Committee debate the rebound for stocks as the Dow heads for its worst April since 1932. Plus, the desk debate Tesla’s earnings report tonight. And later, Leslie Picker brings us an exclusive interview with Disney Chairman James Gorman.

Apr 22, 202544 min

The Committee Debates the State of Stocks 4/21/25

Scott Wapner and the Investment Committee debate the shaky markets with rates, the dollar and earnings all closely watched by investors. Plus, the desk is making some moves amidst the volatility, they explain why. And later, Bitcoins moves higher as stocks slide, Tanaya Macheel joins us with the latest crypto news.

Apr 21, 202543 min
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