Markets after Nvidia and Warsh: Your Next Move 8/31/26

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1. 

   3 Sep 2026 · 43 min

   Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26

   Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market."

2. 

   2 Sep 2026 · 44 min

   Time to Be Cautious on Stocks? 9/2/26

   Scott Wapner and the Investment Committee discuss the outlook for stocks as bond yields ease. The experts weigh in on the data center debate. Calls of the Day are on Vertex, Eli Lilly, and Wynn Resorts. Oliver Renick reports on Options Action. Jim Lebenthal details his latest portfolio move. Investment Committee Disclosures

3. 

   1 Sep 2026 · 47 min

   The September Setup: The Investment Committe's Strategy 9/1/26

   Scott Wapner and the Investment Committee explain how they are setting up their portfolios as we head into September. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Amphenol and Dell in his "Best Stocks in the Market." Investment Committee Disclosures

4. 

   28 Aug 2026 · 44 min

   Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/26

   Scott Wapner and the Investment Committee debate Fed Chairman Kevin Warsh's latest speech in Jackson Hole and what it means for the market and your money. Plus, the desk shares their latest portfolio moves. And later, CNBC's Steve Liesman sits down with Chicago Fed President Austan Goolsbee to discuss Kevin Warsh's speech, monetary policy and more. Investment Committee Disclosures

5. 

   9 Oct 2026 · 43 minNew

   The State of the AI Trade 10/9/26

   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

6. 

   8 Oct 2026 · 49 min

   The Rally and Rising Rate Risk 10/8/26

   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. 

   7 Oct 2026 · 49 min

   Halftime Report Celebrates 15 Years 10/7/26

   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

8. 

   6 Oct 2026 · 43 min

   Stocks Hit Record Highs: Your Next Move 10/6/26

   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

9. 

   5 Oct 2026 · 43 min

   Nasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26

   Scott Wapner and the Investment Committee debate their portfolio strategy as the Nasdaq and Yields take center stage in the market. Plus, Josh Brown joins us to break down his 2026 Winners and Losers. And later, CNBC’s Oliver Renick joins the desk to discuss the latest Options Action in Brazil. Investment Committee Disclosures

10. 

    2 Oct 2026 · 44 min

    Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26

    Frank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Bitcoin. Investment Committee Disclosures

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