Risk-on rotation and megacap safety

Scott Wapner and the Investment Committee discuss the state of the markets following three days of selling. The experts detail their latest portfolio moves. Calls of the Day include Tesla, Caterpillar, PulteGroup, and Corning. Mo Assomull, Morgan Stanley Global Co-Head of Investment Banking, joins in a Halftime exclusive. CNBC Senior Markets Commentator and Overtime Co-Anchor Michael Santoli gives his Midday Word.

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