Halftime Report

Halftime Report

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Latest Episode

AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26

Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commoditiesInvest ...  Show more

 . 42min 41sec

All Episodes

AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26

Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commoditiesInvest ...  Show more

 . 42min 41sec
The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus, Sridhar Ramaswamy, CEO of Snowflake, joins us to discuss the AI frontier and what it means for the market a ...  Show more

 . 49min 2sec
Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26

Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan Brennan brings us her interview with Lockheed Martin CEO Jim Taiclet and Un ...  Show more

 . 43min 23sec
Halftime Report Live at the CAIS Summit 10/13/26

Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the alternative investment landscape. Glenn August, Oak Hill Advisors Founder & CEO, joins us to discuss ...  Show more

 . 46min 38sec
High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26

Leslie Picker and the Investment Committee debates how to navigate Q3 earnings and whether the market is expecting too much from the reports. Plus, we hit the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Snapchat.Invest ...  Show more

 . 43min 8sec