Halftime Report

Scott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh Brown spotlights Waters Corporation and Thermo Fisher in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX.
Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX.
Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 commodities
Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and your money. And later, Josh Brown spotlights Palantir in his "Best Stocks in the Market."
Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Under Secretary of Defense for Acquisition and Sustainment Michael Duffey. They discuss the ramp-up in missile production at Lockheed and what it means for the broader market.

Investment Committee Disclosures

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.