NVIDIA Fallout and AI Trade Rotation

November 11, 2026; 12pm: Scott Wapner and the committee debate hot CPI, rising yields, NVIDIA’s selloff and leadership overhang, plus Anthropic’s IPO plans and what the AI trade means for Microsoft, Broadcom, Amazon and software stocks. The key takeaway: investors are separating AI winners from weaker links as macro pressure, governance risk and new competition reshape market leadership.Halftime Report Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 9, 2026; 12pm: Scott Wapner and the Investment Committee debate the market rebound, NVIDIA’s board investigation and Jensen Huang succession risk, plus the ripple effects across AI chips, hyperscalers, ETFs and Anthropic’s IPO. The committee also discusses Apple, Chipotle, LVMH, cybersecurity, KKR, private credit and final trades.Halftime Report Disclaimer 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 discuss the latest on the tech trade as it tries to rebound. The experts detail their latest portfolio moves. Mike Santoli reacts to the latest market moves. Oliver Renick reports Options Action.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 discuss the tech wreckage with the Nasdaq getting hammered. The experts detail their latest trades. Jon Fortt sits down for a First on CNBC interview with Qualcomm CEO Cristiano Amon. Josh Brown talks about 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.

Scott Wapner and the Investment Committee discuss the post-midterm playbook with stocks surging. Bill Baruch details his latest trades. Calls of the Day include debates on Lockheed Martin and Edwards Lifesciences. Mike Santoli reacts to the latest market moves. The Futures Trade highlights the pop in gold prices. 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 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 Options Action on Uber.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 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 latest market moves. 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 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 by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Fortinet, Okta, fixed income, and where investors should be selective as AI spending and monetization remain the market’s biggest questions. 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 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, AI in wealth management and Citi's commitment to AI safety. And later, the Committee shares their latest portfolio moves.  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.