Halftime Report

1500 episódios

AI's Next Test: Alphabet Earnings 7/22/26
22/07/2026 | 46min
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

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Positioning your Portfolio into Mega-Cap Earnings 7/21/26
21/07/2026 | 44min
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

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Mega Cap Earnings in Focus: Your Next Move 7/20/26
20/07/2026 | 44min
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

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The State of the Tech Trade: Your Next Move 7/17/26
17/07/2026 | 44min
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

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The State of the Tech Trade: Your Next Move 7/16/26
16/07/2026 | 43min
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.

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Sobre Halftime Report

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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