NVIDIA Fallout, Chip Volatility and the Case for 60/40

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

November 12, 2026; 12pm: Frank Holland and the Halftime Report team break down NVIDIA’s reported leadership upheaval, Jensen Wong’s exit, Colette Kress as interim CEO, and the ripple effects across the AI trade, semiconductors, Apple, Broadcom, AMD and Alphabet. The episode also covers OpenAI’s latest fundraising, power-grid beneficiaries, Fed schedule changes, options flow, and final trades.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.

November 11, 2026; 12pm: Scott Wapner and the Halftime Report panel break down the AI relief rally after CoreWeave’s earnings, Nvidia’s rebound and governance overhang, and whether semis and momentum stocks have bottomed. The panel also debates rates, energy downgrades, health care winners, retail resilience, Cisco earnings and options activity in SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.