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November 13, 2026; 12pm: Frank Holland and the Investment Committee analyze NVIDIA’s selloff after Jensen Huang resignation headlines, successor speculation involving Arm CEO Rene Haas, and broader chip volatility. They also cover Anthropic’s IPO roadshow, retail earnings, market inflows, committee stock moves, and whether higher bond yields revive the 60/40 portfolio.
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SON BÖLÜMLERİ ARA
Halftime Report için geçmiş bölümleri ara.
BU PODCAST'IN DİĞER BÖLÜMLERİ
Scott Wapner and the Investment Committee discuss the state of stocks and whether more volatility is on the way after the midterms. Joe Terranova details his latest trade. Josh Brown talks about his Best Stocks in the Market. Mike Santoli reacts to the latest market moves. Oliver Renick reports Opt…
Scott Wapner and the Investment Committee debate how to navigate the selloff in tech. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on macro hedges.
Investment Committee Disclosures
Hosted…
Leslie Picker and the Investment Committee are joined by CNBC’s Steve Liesman to discuss the latest news ahead of the Fed Decision this afternoon. The desk debates what it will mean to the market, big tech and your money. Plus, Andy Sieg, Head of Wealth at Citi, joins us to discuss private credit, …
October 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new AI competition concerns while Microsoft’s Azure growth resets expectations for Amazon and AWS. The committee also debates Booking Holdings, ServiceNow, Fortine…
Scott Wapner and the Investment Committee discuss the state of the tech trade after the worst month in a year and a half. Plus, the setup on Apple and Palantir earnings after the bell tonight. Joe Terranova details his latest trades. Dominic Chu reports today's ETF Edge. Mike Santoli reacts to the …
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan CNBC'e aittir.
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