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 di ... Show More
Yesterday
The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26
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 a ... Show More
49m 2s
Oct 13
Halftime Report Live at the CAIS Summit 10/13/26
Scott Wapner and the Investment Committee debates whether the best returns in the market are behind us. Plus, we are live today in Beverly Hills at the CAIS summit to discuss the alternative investment landscape. Glenn August, Oak Hill Advisors Founder & CEO, joins us to discuss ... Show More
46m 38s
Nov 2024
Searching for the Next Nvidia, Trump Treasury Secretary Watch, Ken Griffin's Message on Tariffs 11/22/24
<p>Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia. </p><p>The Trump transition in the spotlight: The President-elect reportedly floated the idea of ... Show More
43m 9s
Apr 2025
Markets Rattled By Tariff Latest… And If There’s More Downside Ahead 4/7/25
<p>The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatilit ... Show More
43m 48s
Sep 2020
Daily Briefing - Sep 8, 2020 - Dramatic turmoil playing out in equity markets
Real Vision senior editor Ash Bennington is joined by Jared Dillian, editor of The Daily Dirtnap, to discuss the dramatic turmoil playing out in equity markets. Dillian discusses how the speculative bets in derivatives markets affect price action, and provides greater clarity on ... Show More
31m 15s
Jan 2024
New Year, New Rally? | MRKT Call
Guy Adami and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, January 2nd.
Timecodes
0:00 - 2024 S&P Projections
7:00 - SPX & NDX Futures
14:40 - Nvidia & SMH
17:00 - Apple Downgraded
20:30 - Tesla
23:30 - Yields, TLT
27:15 - Ch ... Show More
39m 18s