Halftime Report

Recent episodes

1. Mega-Cap Earnings Aftermath 7/31/26 from Halftime Report

   Jul 31, 202644 min

   Michael Santoli and the Investment Committee discuss the state of the tech trade with major moves from Apple and Amazon after earnings. The experts detail their latest portfolio moves. Oliver Renick joins with Options Action. 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.

2. Tim Cook's Final Earnings Call as Apple CEO 7/30/26 from Halftime Report

   Jul 30, 202644 min

   Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the day's biggest stock movers. 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.

3. Fed and Tech Earnings in Focus 7/29/26 from Halftime Report

   Jul 29, 202643 min

   Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets. 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.

4. Can the Rally Outrun Semi Weakness? 7/28/26 from Halftime Report

   Jul 28, 202643 min

   Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. 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.

5. A Critical Week for Investors Ahead: Your Next Move 7/27/26 from Halftime Report

   Jul 27, 202643 min

   Mike Santoli and the Investment Committee debate how to position your portfolio ahead of a big earnings week for stocks. Plus, Health Care is a top sector over the last 3 months, the desk discuss how to trade it at these levels. And later, CNBC's Oliver Renick joins us with the latest Options Action in the energy 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.

6. The Rally's Road Ahead 7/24/26 from Halftime Report

   Jul 24, 202644 min

   Dominic Chu and the Investment Committee discuss the big week ahead with four more mega-caps reporting earnings. The experts detail their latest portfolio moves and debate the trades in cyber, software, and energy. Michael Santoli joins with his Midday Word. 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.

7. The Alphabet Aftermath: Your Next Move 7/23/26 from Halftime Report

   Jul 23, 202644 min

   Dom Chu and the Investment Committee discuss Alphabet's Earnings report last night, what it means for the market and your money. Plus, we hit some Committee stocks that are moving today. And later, Josh Brown spotlights Block 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.

8. AI's Next Test: Alphabet Earnings 7/22/26 from Halftime Report

   Jul 22, 202646 min

   Leslie Picker and the Investment Committee debate Alphabet's earnings tonight and what it means for the AI trade. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks that are on the move today. 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.

9. Positioning your Portfolio into Mega-Cap Earnings 7/21/26 from Halftime Report

   Jul 21, 202644 min

   Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance 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.

10. Mega Cap Earnings in Focus: Your Next Move 7/20/26 from Halftime Report

    Jul 20, 202644 min

    Leslie Picker and the Investment Committee debate how to navigate mega cap earnings and share their latest trades heading into the week. Plus, we hit the latest Calls of the Day. And later, we give you the setup on earnings this week. 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.

11. The State of the Tech Trade: Your Next Move 7/17/26 from Halftime Report

    Jul 17, 202644 min

    Dom Chu and the Investment Committee debate how to navigate the momentum trade as sentiment shifts in the sector. Plus, the desk share their latest portfolio moves. And later, Netlix on pace for it's worst day since April 2022. It's our Chart of the Day. Our very own Malcolm Ethridge is buying more, he joins us to explain why. 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.

12. The State of the Tech Trade: Your Next Move 7/16/26 from Halftime Report

    Jul 16, 202643 min

    Leslie Picker and the Investment Committee debate the state of the tech trade and share their strategies in the space. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Target 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.

13. The Mega-Cap Bounce Back: How to Trade it 7/15/26 from Halftime Report

    Jul 15, 202644 min

    Scott Wapner and the Investment Committee debate how to trade the bounce back in Mega-Cap names and which ones are best positioned in this environment. Plus, SpaceX falls below its $135 IPO price for the first time. The desk discusses what it means for the stock and how they are navigating the space. And later, the Committee share their latest portfolio moves. 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.

14. Cyber Stocks Hit New Record High: How to Trade it 7/14/26 from Halftime Report

    Jul 14, 202647 min

    Scott Wapner and the Investment Committee debate how to trade the cyber stocks as they hit record highs. Plus, David Faber joins us with an exclusive interview with Goldman Sachs CEO David Solomon. He talks, Warsh, the Fed, his IPO Outlook, the markets and more. And later, Josh Brown spotlights Travelers and Delta Air Lines 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.

15. A Critical Week for Stocks: Your Next Move 7/13/26 from Halftime Report

    Jul 13, 202646 min

    Scott Wapner and the Investment Committee debate this critical week for stocks as Apple hits a new all-time high, Iran tensions rise and multiple earnings kick off this week. Plus, the Musk vs. Altman drama escalate as OpenAI fends off a new Apple lawsuit, Kate Rooney joins us with the latest. 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.

16. The State of the Tech Trade as SK Hynix Opens for Trading 7/10/26 from Halftime Report

    Jul 10, 202643 min

    Scott Wapner and the Investment Committee debate the state of the tech trade as SK Hynix begins trading at the NASDAQ. Plus, the desk share their latest portfolio moves. 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.

17. The Momentum Reset and How to Trade it 7/9/26 from Halftime Report

    Jul 9, 202643 min

    Scott Wapner and the Investment Committee debate the momentum reset and whether it's time to get back in now. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Citigroup 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.

18. Markets React to the Iran Developments: How to Trade it. 7/8/26 from Halftime Report

    Jul 8, 202646 min

    Scott Wapner and the Investment Committee debate the latest out of the U.S.-Iran conflict as well as the momentum unwind in the market. Plus, the Committee share their latest portfolio moves. 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.

19. The Momentum Unwind Resumes: Your Next Move 7/7/26 from Halftime Report

    Jul 7, 202643 min

    Scott Wapner and the Investment Committee debate how to trade the momentum unwind. They share their latest moves. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Archer-Daniels-Midland 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.

20. The Momentum Rebound: How to Trade it 7/6/26 from Halftime Report

    Jul 6, 202644 min

    Scott Wapner and the Investment Committee debate how to trade the momentum rebound. They share their top strategies. Plus, SpaceX will be added to the NASDAQ 100 tonight, the desk discuss what it means for the stock and the index. 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.