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46 episodes
Halftime Report
by CNBC · English
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.
Latest episodes
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NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26
NVIDIA leadership crisis and AI-trade fallout; investors debate whether to sell/hold NVIDIA amid governance and national-security overhang; rotation into other AI and power/data-center names; OpenAI…
12 Nov 2026 · 47m · 17 chaptersAI Relief Rally, Nvidia Governance and CoreWeave Earnings
The episode focuses on AI-market “relief” after CoreWeave’s earnings and guidance, and how governance/policy risk is reshaping NVIDIA’s outlook.
11 Nov 2026 · 43m · 28 chaptersNVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets
The Halftime Report episode focuses on three market drivers: hot CPI pushing rates higher and raising December hike odds to 100%, “video fallout” and ongoing selloff in NVIDIA amid…
10 Nov 2026 · 46m · 15 chaptersNVIDIA Fallout and AI Trade Rotation
CNBC Halftime Report discusses a market bounce alongside “fallout” from an NVIDIA scandal involving CEO Jensen Huang.
9 Nov 2026 · 43m · 25 chaptersMore Tech Trouble Ahead? 11/6/26
The “tech trade” rebound after a brutal selloff in semiconductors and data-center related stocks, with debate over whether the pullback reflects a needed correction (possibly “washout”/“2000-like”…
6 Nov 2026 · 44m · 18 chaptersIs the AI Trade in Trouble? 11/5/26
CNBC Halftime Report discusses a sharp Nasdaq selloff and whether the “AI trade” is unraveling, driven by semiconductor weakness, rising volatility, and midterm-election-related “data center…
5 Nov 2026 · 49m · 20 chaptersPost-Midterm Playbook 11/4/26
Post-midterm market rally and “clearing event” setup for equities into year-end; debate whether gains will broaden beyond AI/data-center beneficiaries amid risks from Iran, rates, and potential…
4 Nov 2026 · 40m · 19 chaptersMore Volatility on the Way? 11/3/26
Halftime Report debate on “More Volatility on the Way?” after the midterms, with a focus on whether the AI trade is breaking down or has already corrected enough.
3 Nov 2026 · 44m · 22 chaptersNew Month, Better Tech Trade? 11/2/26
CNBC Halftime Report (Nov 2, 2026) debate on whether the “AI trade” and broader tech selloff is over, plus near-term catalysts (oil down, yields falling, elections) and upcoming earnings (Apple,…
2 Nov 2026 · 44m · 23 chaptersAmazon in Focus as the Nasdaq Slides 10/3026
CNBC Halftime Report discusses a broad tech selloff as the Nasdaq slides, focusing on Amazon’s earnings (ad revenue miss, AWS growth still below expectations, free cash flow negative, heavy CapEx)…
30 Oct 2026 · 43m · 22 chaptersTech Earnings Weigh on the AI Trade 10/29/26
Market reaction to tech earnings and the AI trade, focusing on Alphabet/Google after a major earnings miss and broader hyperscaler and software/cyber read-throughs; also contrasts Microsoft/Azure…
29 Oct 2026 · 43m · 19 chaptersCountdown to the Fed Decision 10/28/26
Countdown to the Fed rate decision (expected hold) plus immediate market reaction to major tech earnings (Alphabet, Microsoft), with broader discussion of AI-driven capex, semiconductors/memory,…
28 Oct 2026 · 43m · 23 chaptersThe AI Correction, Tech Earnings and the Rally 10/27/26
The “AI correction” and whether AI stocks can rebound ahead of major tech earnings, with a focus on rates easing, improved positioning, and AI-related corporate catalysts.
27 Oct 2026 · 43m · 25 chaptersThe Investment Committee Prepares for a Pivotal Week 10/26/26
Halftime Report’s Investment Committee discusses a pivotal market week driven by mega-cap tech earnings, the Fed decision, and the upcoming Anthropic S1 IPO; they also debate AI CapEx, hyperscaler…
26 Oct 2026 · 43m · 19 chaptersShifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
A debate on why markets feel risk-off despite improving economic data and falling Treasury yields, with focus on earnings (especially mega-cap and semis/AI infrastructure) and whether investors…
23 Oct 2026 · 43m · 19 chaptersThe AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26
The episode is about the AI trade shifting from “unlimited growth” to “capital discipline.” The panel discusses Meta’s selloff after it raised its spending midpoint but guided to negative free cash…
22 Oct 2026 · 47m · 24 chaptersWill the AI Trade Resume? The Investment Committee Weighs in 10/21/26
CNBC Halftime Report debate on whether the “AI trade” will resume after a pullback, with investors weighing midterm-election risk, upcoming earnings (especially Meta), and valuation/CapEx skepticism.
21 Oct 2026 · 44m · 17 chaptersThe Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26
Halftime Report Investment Committee debate on whether the bull market is intact amid rotation away from tech, mixed AI/semiconductor signals, and weak housing data; discussion of sector leadership,…
20 Oct 2026 · 44m · 17 chaptersManaging Risk in a Volatile Market 10/19/26
CNBC Halftime Report episode on managing risk in a volatile market, centered on whether AI-related spending fears are justified or overblown, and how to position for potential AI CapEx slowdown into…
19 Oct 2026 · 44m · 20 chaptersAI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26
Halftime Report Investment Committee debate on whether AI spending “debt fears” and higher cost of capital are changing tech’s outlook, plus positioning for upcoming earnings and rotation into…
16 Oct 2026 · 43m · 23 chaptersThe AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26
“AI in America” live edition of CNBC’s Halftime Report focused on the AI trade’s market rotation, whether AI revenues justify massive capex, the state of AI infrastructure (including CoreWeave), AI…
15 Oct 2026 · 49m · 20 chaptersRising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26
Rising bond yields after a hotter-than-expected inflation report are pressuring stocks (especially tech/semis) and exposing concentration risk in the “MAG7”/AI trade; committee members debate whether…
14 Oct 2026 · 43m · 22 chaptersHalftime Report Live at the CAIS Summit 10/13/26
Live from the CAIS Summit in Beverly Hills, the episode focuses on a bifurcated stock market driven by the AI trade, concentration risk in mega-cap AI/semiconductor names, and how investors should…
13 Oct 2026 · 47m · 21 chaptersHigh Bar for Q3 Earnings? The Investment Committee Debates 10/12/26
Q3 earnings season kickoff and whether elevated expectations can sustain the stock rally; focus on guidance, sector breadth, interest rates, and capital spending (CapEx), plus side discussions on…
12 Oct 2026 · 43m · 21 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy