Episode · Halftime Report
Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26
11 Sep 2026 · 46 min
Episode · Halftime Report
11 Sep 2026 · 46 min
Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss the backlash against AI and what it means for the future of the AI sector. And later, the desk share their latest portfolio moves.
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.
16 Sep 2026 · 44 min
Scott Wapner and the Investment Committee debate whether the Fed will hike rates today and what it would mean for the markets. CNBC’s Steve Liesman joins us to discuss the latest news out of Washington. Plus, legendary sports broadcaster Al Michaels joins us ahead of the Bills vs Lions game tomorrow to discuss the game, the NFL, the markets and more. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Options flows in the energy markets. Investment Committee Disclosures
15 Sep 2026 · 43 min
Scott Wapner and the Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins us to discuss the latest news on AI's regulatory divide. Plus, Rick Rieder, Blackrock's Global Fixed Income CIO, joins us to discuss the Fed, rate hikes, the markets and more. And later, the desk detail their latest portfolio moves. Investment Committee Disclosures
14 Sep 2026 · 44 min
Mike Santoli and the Investment Committee debate what the AI safety concerns mean for the market and how you should trade it. CNBC’s Kate Rooney joins us with more on what's driving AI fears. Plus, the desk reveals what they're expecting out of the Fed Rate Decision on Wednesday and what it will mean for the market and your money. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on the volatility index. Investment Committee Disclosures
10 Sep 2026 · 44 min
Scott Wapner and the Investment Committee debate whether rising oil prices and yields pose a risk for the market and how you should navigate it. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Restaurant Brands in his "Best Stocks in the Market." Investment Committee Disclosures
9 Sep 2026 · 43 min
Scott Wapner and the Investment Committee debates whether the risk of a correction is rising in the markets and how you should trade it. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Apple.
8 Sep 2026 · 43 min
Scott Wapner and the Investment Committee debates whether it's time to get bullish ahead of the big Apple iPhone event and CPI report this week. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy Sector.
9 Oct 2026 · 43 minNew
Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Micron. Investment Committee Disclosures
8 Oct 2026 · 49 minNew
Scott Wapner and the Investment Committee debate rising rate risk for the rally and share their portfolio strategies. Plus, Josh Brown spotlights Williams-Sonoma in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on JetBlue and Delta Air Lines.
7 Oct 2026 · 49 minNew
Scott Wapner and the Investment Committee celebrate 15 years together and debate where the market is headed next. Plus, the desk shares their latest Calls of the Day. And later, we look back at the last 15 years of Halftime Report, revisiting the biggest calls, the sharpest debates and the moments that defined the show. Investment Committee Disclosures
6 Oct 2026 · 43 min
Scott Wapner and the Investment Committee debate their next portfolio moves as stocks touch record highs. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Pepsi. Investment Committee Disclosures