Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week.
Investment Committee Disclosures
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How to Trade the Momentum Rollover 5/19/26
19/05/2026 | 43min
Scott Wapner and the Investment Committee debate how to trade the rollover in momentum as the semi surge runs into some resistance. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Managing a Portfolio as Rates Rise 5/18/26
18/05/2026 | 41min
Scott Wapner and the Investment Committee debate how to manage your portfolio amid a rising rate environment. Plus, the Committee share their latest portfolio moves. And later, we hit some Committee stocks on the move including Regeneron and Delta Air Lines.
Investment Committee Disclosures
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Should You Buy the Tech Pullback? 5/15/26
15/05/2026 | 44min
Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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Altimeter's Brad Gerstner on the Tech Takeoff 5/14/26
14/05/2026 | 50min
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves.
Investment Committee Disclosures
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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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