Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stocks. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures
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Reacting to Nvidia’s Earnings: Brad Gerstner Joins Us Live 8/28/25
Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us to react to Nvidia's earnings last night. The stock is his second largest holding. Investment Committee Disclosures
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Can Nvidia Earnings Match the Hype 8/27/25
Scott Wapner and the Investment Committee countdown to Nvidia’s earnings report tonight and what it could mean for the broader market. Plus, Financials are hitting a new all-time high, the desk debate how to trade the banks. And later, we hit the latest Calls of the Day. Investment Committee Disclosures
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The Road Ahead for Stocks 8/26/25
Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple’s AI ambitions. The experts react to stock moves in Netflix, Uber, Eli Lilly, AT&T, and Oklo. The desk talks about the state of the restaurant trade. Josh Brown updates the viewers on his “Best Stocks in the Market.” The Setup is on Ulta Beauty ahead of earnings later this week. Investment Committee Disclosures
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The Best Plays Post-Powell 8/25/25
Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell’s pivot in Jackson Hole last Friday. Plus, we break down the latest Calls of the Day. Later, the desk shares their favorite bank stocks and strategies for the financial sector.Investment Committee Disclosures
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.
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