Halftime Report

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.

Scott Wapner and the Investment Committee debate whether the AI correction is over and how tech earnings will affect the rally. Plus, Josh Brown, CEO of Ritholtz Wealth Management, joins us to spotlight Meta and Cloudflare in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Alphabet and Microsoft ahead of their earnings reports.  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 debates the pivotal week ahead as some key earnings reports and a Fed Decision loom over the market. Plus, the desk discusses some stocks they own that are on the move today. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the software sector. 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 reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy sector.  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.