Halftime Report

Scott Wapner and the investment committee discuss the run in rates and the fallout for stocks. Plus, a look ahead to mega cap earnings. The panel reviews their latest portfolio moves. The chart of the day is SLB. The calls of the day are on Uber and McDonald’s. Investment Committee Disclosures 

Fed Chair Powell comments on the economy and monetary policy. Discussion on treasuries supply and the impact of interest rates on the US economy. Reflections on lessons learned from the pandemic and the state of the banking system. Importance of doing the best job for the public.

Scott Wapner and the investment committee debate the true state of stocks with earnings, interest rates and the war in the Middle East impacting sentiment. Plus, how the experts are navigating the tech trade. The chart of the day is Morgan Stanley. And a check on the transports as United Airlines paces for its worst day in more than a year. Investment Committee Disclosures 

Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. Investment Committee Disclosures

In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13th annual CNBC Delivering Alpha Investor summit convened elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – providing insights and ideas, analysis and intelligence, all designed to balance risk with maximized returns. Delivering Alpha was recorded on September 28th, 2023. You can watch all sessions of CNBC's Delivering Alpha Investor Conference on CNBC.com/deliveringalpha

Scott Wapner is live at the CAIS alternative investment summit in Beverly Hills, CA. The investment committee discuss how to position your portfolio as stocks rally to start the week. ARK Invest CEO Cathie Wood joins with her take on crypto and the tech trade. The chart of the day is Lululemon. Investment Committee Disclosures

Scott Wapner and the investment committee discuss the road ahead for your money and what it will take to keep stocks moving higher. The panel debates a bullish call in the semis. The chart of the day is Boeing. And reaction to UnitedHealth's earnings beat.Investment Committee Disclosures

Scott Wapner and the investment committee discuss the state of stocks with inflation sticky, earnings looming and rates once again rising. The experts detail their latest portfolio moves. The call of the day is on Target. Plus, the setup ahead of UnitedHealth earnings.

Scott Wapner and the investment committee debate the murky road ahead for your money as a key read on inflation comes in hotter than expected. Hightower’s Stephanie Link details her latest portfolio moves. Plus, the panel debates the trades on banks, medical devices and the transports. Investment Committee Disclosures

Scott Wapner and the investment committee discuss if the market is setting up for a late year run. The chart of the day is Qorvo as the semi stock gets downgraded to sell at Citi. The calls of the day are on O’Reilly Auto and PayPal.Investment Committee Disclosures