

Halftime Report
CNBC
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
Mentioned books

Oct 28, 2025 • 47min
Trading the 'Tech Palooza' 10/28/25
In this insightful discussion, Josh Brown, a veteran market commentator and CEO, highlights energy stocks like Phillips 66 and Marathon for their strong technical setups. Joe Terranova shares insights on mega-cap tech's sector shifts and the implications of Microsoft's OpenAI revenue share. Rich Saperstein analyzes Alphabet's growth and the risks of search erosion while discussing recent portfolio moves, including banks and semiconductors. The investment team debates AI's potential bubble, alongside trends in the energy sector and upcoming earnings from major players.

Oct 27, 2025 • 44min
Trading the Critical Week Ahead 10/27/25
This week features Bryn Talkington, an investment pro known for her insights on mega-cap tech and innovation, alongside Joe Terranova, who champions resilience in the market through momentum and capex trends. Jim Labenthal adds a cautious touch, focusing on valuation risks. They dive into the implications of mega-cap earnings and the Fed decision, debate Elon Musk's hefty pay package for Tesla, and share thoughts on the recent decline of gold. The team also analyzes Qualcomm's chips and the shifting landscape of AI investments.

Oct 24, 2025 • 45min
Record High Strategies 10/24/25
Join Steve Weiss, an Investment Committee member known for his cautious and valuation-focused approach, along with Kevin Simpson, a sector-trade specialist, and Rob Seachin, an expert in healthcare and semiconductors. They dive into strategies for navigating record-high stock markets, debate the implications of recent Fed actions, and explore the valuations of giants like Alphabet and Meta. Insights into semiconductor leaders like AMD and Qualcomm emerge, along with healthcare plays, and the panel shares their best long and short picks for Q4.

Oct 23, 2025 • 44min
Trading the Earnings Movers 10/23/25
Scott Wapner and the Investment Committee debate the earnings fallout after Tesla, IBM and others are on the move following their reports. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights a brokerage firm 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.

Oct 22, 2025 • 43min
Mega Cap Earnings In Focus 10/22/25
Scott Wapner and the Investment Committee discuss the big earnings names in focus today. Netflix sinking after an 'underwhelming' report, the desk debates how to trade it. Plus, Steve Weiss trimming a mega cap name, he explains why. And later, we hit the latest Calls of the Day in the financial sector. 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.

Oct 21, 2025 • 44min
The Set-Up for Stocks 10/21/25
Stephanie Link, a savvy portfolio manager, discusses the implications of economic trends on stock performance. Joe Terranova dives into the nuances of credit markets and the quality versus momentum debate. Jim Lebenthal shares his investment philosophy with a personal touch, highlighting his Cleveland-Cliffs purchases and drawing agricultural analogies. They also tackle pressing issues like the dynamics of private credit, the resurgence of old economy stocks, and the competitive landscape for tech giants like Apple and Google.

Oct 20, 2025 • 44min
Trading Apple at All-Time Highs 10/20/25
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 "Best Stocks in the Market." And later, the Committee discuss some of their stocks on the move. 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.

Oct 17, 2025 • 44min
Cracks Forming in the Private Credit Market? 10/17/25
Scott Wapner and the Investment Committee debate the cracks forming in the private credit markets and how you should trade them. Plus, the Committee are making some major portfolio moves, they share the details of each one. 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.

Oct 16, 2025 • 50min
Trading the Market Volatility 10/16/25
Join market commentator Josh Brown, a seasoned expert with sharp stock picks, portfolio manager Kerry Firestone, focusing on trimming large tech positions, and Malcolm Etheridge, who analyzes market valuations and risks. They tackle the latest market volatility, discussing how bank earnings suggest economic strength and the dynamics of trading amid global tensions. There’s also a debate on the impact of AI on industries like biotech and SaaS, and insights into trading gold miners and smart portfolio adjustments amidst changing yields.

Oct 15, 2025 • 43min
The Market Weighs China Trade Tensions 10/15/25
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 sector and whether it's in a bubble. 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.


