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Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26
02-10-2026 | 44 Min.
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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The Setup into Q4 9/30/26
30-09-2026 | 47 Min.
Jon Fortt and the Investment Committee debate how they're setting up their portfolios as we head into the fourth quarter. Plus, the desk share their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Financials.
Investment Committee Disclosures

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Sam Altman Live at OpenAI Dev Day 9/29/26
29-09-2026 | 52 Min.
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

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Will Rates & Oil Derail Stocks? The Investment Committee Shares Their Strategy 9/28/26
28-09-2026 | 44 Min.
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

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The Run in Rates 9/25/26
25-09-2026 | 44 Min.
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

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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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