The Setup into Q4 9/30/26

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1. 

   5 Oct 2026 · 43 minNew

   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

2. 

   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

3. 

   1 Oct 2026 · 44 min

   The Investment Committee's Q4 Strategy 10/1/26

   Melissa Lee and the Investment Committee reveal their Q4 strategy and how they are positioning their portfolio into year-end. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights West Pharmaceutical Services in his "Best Stocks in the Market." Investment Committee Disclosures

4. 

   29 Sep 2026 · 52 min

   Sam Altman Live at OpenAI Dev Day 9/29/26

   Scott Wapner and the Investment Committee are joined by CNBC’s Kate Rooney with OpenAI CEO Sam Altman ahead of the company's DevDay 2026 to discuss all things AI. Plus, the desk debate the latest Call of the Day on Netflix. Investment Committee Disclosures

5. 

   28 Sep 2026 · 44 min

   Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26

   Scott Wapner and the Investment Committee debate whether rising rates and higher oil makes them more cautious with their portfolio. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Gold ETF Options Flows. Investment Committee Disclosures

6. 

   25 Sep 2026 · 44 min

   The Run in Rates 9/25/26

   Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cboe Global Markets. Investment Committee Disclosures

7. 

   7 Oct 2026 · 49 minNew

   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 minNew

   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. 

   24 Sep 2026 · 50 min

   Historic U.S.-China Summit: AI & Trade in Focus 9/24/26

   Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house to discuss all things AI. Stephanie Link details her latest trade. Josh Brown talks his Best Stocks in the Market.

10. 

    23 Sep 2026 · 43 min

    Playing the Rise in Oil and Yields: Your Next Move 9/23/26

    Scott Wapner and the Investment Committee debate how to trade the rise in oil and yields. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the bond market.

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