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50 episodes
Halftime Report, page 2
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.
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High 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 chaptersThe State of the AI Trade 10/9/26
“The State of the AI Trade” on CNBC Halftime Report, focused on market sensitivity to AI-company news, concentration risk in AI-linked mega-cap stocks, and spillovers to semiconductors, data centers,…
9 Oct 2026 · 43m · 16 chaptersThe Rally and Rising Rate Risk 10/8/26
Markets debate “rally vs. rising rate risk” after hawkish Fed comments.
8 Oct 2026 · 49m · 17 chaptersHalftime Report Celebrates 15 Years 10/7/26
CNBC’s Halftime Report 15th-anniversary episode focused on why markets remain resilient despite rising/global bond yields, elevated oil, war risk, and a down day; it also debates…
7 Oct 2026 · 49m · 21 chaptersStocks Hit Record Highs: Your Next Move 10/6/26
Stocks at record highs (S&P 500/Nasdaq) while leadership remains concentrated in “Mag 7”/hyperscalers; debate whether gains will broaden to other sectors as bond yields and oil ease.
6 Oct 2026 · 43m · 23 chaptersNasdaq and Yields in Focus: The Investment Committee's Strategy 10/5/26
Halftime Report Investment Committee debate on how rising bond yields (10-year around 5.3%+) can coexist with stock strength (Nasdaq at new highs), what it means for sector rotation/concentration,…
5 Oct 2026 · 43m · 28 chaptersTrading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26
Q4 portfolio positioning amid falling bond yields after a soft jobs report, volatile oil/geo risk (Iran/Strait of Hormuz), and an “AI-led” market; committee discusses trimming winners, adding to…
2 Oct 2026 · 44m · 26 chaptersThe Investment Committee's Q4 Strategy 10/1/26
Q4 strategy discussion on CNBC’s Halftime Report (Oct 1, 2026), centered on whether higher Treasury yields are the “new normal,” how that affects equity sectors, and what trades/portfolio shifts the…
1 Oct 2026 · 44m · 17 chaptersThe Setup into Q4 9/30/26
Halftime Report committee discussion on positioning for Q4 as markets react to a PCE inflation read, elevated Treasury yields, and continued “narrow breadth” leadership from AI/mega-cap tech;…
30 Sep 2026 · 47m · 28 chaptersSam Altman Live at OpenAI Dev Day 9/29/26
CNBC Halftime Report discusses the AI market and regulation backdrop ahead of OpenAI’s Dev Day keynote with Sam Altman, plus safety/guardrails, data centers, and investment implications.
29 Sep 2026 · 52m · 22 chaptersWill Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26
The episode debates whether rising oil prices and higher interest rates will derail stocks, and how to position portfolios into earnings season and October.
28 Sep 2026 · 44m · 20 chaptersThe Run in Rates 9/25/26
“Run in Rates” on CNBC Halftime Report (9/25/26). Guests debate how rising Treasury yields (10-year around 5.17% and multi-year highs) and oil prices affect equities, breadth, and portfolio…
25 Sep 2026 · 44m · 26 chaptersHistoric U.S.-China Summit: AI & Trade in Focus 9/24/26
Live coverage of a historic U.S.-China state visit and summit at the White House focused on AI regulation/safety and trade, plus market implications (rates, oil, equities) and tech/cyber investing…
24 Sep 2026 · 50m · 20 chaptersPlaying the Rise in Oil and Yields: Your Next Move 9/23/26
“Halftime Report” episode on 9/23/26 covering higher oil and yields, weaker stocks, and how investors should position ahead of earnings.
23 Sep 2026 · 43m · 21 chaptersThe Nasdaq Surge: The Investment Committee's Strategy 9/22/26
The Nasdaq’s surge to new highs and a debate over whether the rally is “risk-on” but still concentrated in mega-cap tech (MAG-7), plus follow-on segments on Netflix, Anthropic’s new AI model, and…
22 Sep 2026 · 44m · 16 chaptersStocks Rise as Oil and Yields Ease: Your Next Move 9/21/26
Halftime Report episode focused on a “risk-on” market rally at the start of a new week, driven by falling oil and easing Treasury yields after the Fed meeting; discussion also covered September…
21 Sep 2026 · 44m · 23 chaptersInflation Risks to the Rally: How to Protect your Portfolio 9/18/26
Inflation and elevated yields (10-year ~5%), rising oil prices, and AI-related fears are raising the stakes for the stock rally; panelists discuss portfolio protection, sector rotation, and whether…
18 Sep 2026 · 44m · 20 chaptersTrading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26
This Halftime Report episode focuses on the “rate hike rebound”: stocks rising after a Fed-driven selloff, with the 10-year Treasury yield easing below 4.95% and oil lower.
17 Sep 2026 · 44m · 24 chaptersDebate: Is a Hike Coming? 9/16/26
Live debate on whether the Fed will raise rates (about a 25 bps hike expected with ~93% odds), and how markets will react depending on the decision and, especially, the post-meeting press conference…
16 Sep 2026 · 44m · 22 chaptersLive From Future Proof: AI's Regulatory Divide 9/15/26
The episode is a live broadcast from the Future Proof Conference in Huntington Beach, California, covering (1) markets ahead of a Fed decision and (2) the AI “regulatory divide” and AI safety debate.
15 Sep 2026 · 43m · 16 chaptersAI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26
The episode covers a market pullback driven by AI safety concerns and rising rates.
14 Sep 2026 · 44m · 22 chaptersNavigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26
Whether a rate hike is inevitable and how markets (stocks, long yields) may react; plus a debate on AI risks vs rewards, and a quick wrap of major market moves (Oracle, Palantir, Apple, UnitedHealth,…
11 Sep 2026 · 46m · 17 chaptersProtecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
The episode focuses on how rising oil prices and higher bond yields are pressuring stocks, with guests debating whether September seasonality and hotter inflation data (PPI and core PCE components)…
10 Sep 2026 · 44m · 16 chaptersNavigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26
The episode of Halftime Report debates whether September correction risk is rising for stocks, amid higher oil (Brent around 101; WTI above 96), higher Treasury yields (10-year near 4.85%), and…
9 Sep 2026 · 43m · 19 chapters