Halftime Report

Carrie Firestone, veteran markets pro focusing on macro drivers and sector rotation. Jenny Harrington, active portfolio manager known for tactical buys and income moves. Bryn Talkington, portfolio manager with sector-level ideas. They debate buying dips, dissect Broadcom's earnings and AI impacts, weigh cyclicals versus software, and explain recent portfolio trades and sector opportunities.

Liz Thomas, technical market analyst on sector rotation and support levels. Steve Weiss, portfolio manager with stock-specific trade calls. Bill Baruch, market strategist focused on positioning and sector moves. Mike Santoli, senior markets commentator offering midday geopolitical and market analysis. They discuss a market rebound after selling, rotations into megacaps and AI names, positioning in semiconductors and energy, and notable stock calls.

Eamon Javers, CNBC senior Washington correspondent reporting market and policy moves. Joe Terranova, wealth strategist with portfolio and stock ideas. Josh Brown, RIAs and market commentator known for The Reformed Broker. They tackle Iran strikes and the oil surge, debate trading volatility and where to find alpha, spotlight chemical stocks and energy trade ideas, and share final portfolio moves.

Phil LeBeau, automotive and airline reporter covering flight disruptions and travel impacts. Mark Fisher, veteran energy trader and MBF Trading founder, on oil, gas and refiners. They discuss market reactions to strikes in Iran. Short takes cover airline cancellations, jet fuel and refinery risk, LNG disruptions, tanker storage and tactical energy positioning.

Stephen Weiss, trader known for tactical, trade-driven moves; Kevin Simpson, strategist focused on diversification and durable cash flows; Jim Laventhal, portfolio manager with macro and sector insights. They debate big tech spending and OpenAI/Amazon deals. They discuss portfolio shifts including sales of Nvidia and Amazon, buying Microsoft and Apple, and sector calls from energy to transports.

Rob Seachin, an investment committee member offering market perspective and sector positions, and Stephanie Link, an equity portfolio manager focused on fundamentals and cash flow. They debate NVIDIA’s post-earnings price action and AI vs fundamentals. They discuss software disruption fears, hyperscaler capex, where to invest in the AI buildout like power and infrastructure, and recent portfolio trims and buys.

Jim Laventhal, a direct market commentator focusing on private credit and software risk. Rich Saperstein, a portfolio-construction specialist who leans defensive with healthcare ideas. Joe Terranova, a contrarian market and tech strategist. They debate Nvidia as the AI bellwether, software valuations and demand, private credit liquidity and risk, rotations into defensives, and select portfolio moves ahead of major tech reports.

Joe Terranova, portfolio manager who discusses allocation and sector positioning. Jim Laventhal, market strategist focused on consumer and cyclical themes. Josh Brown, RIA known for his HALO (Heavy Assets, Low Obsolescence) trade and stock picks. They debate high AI anxiety, trade-resistant HALO ideas, favorite consumer discretionary names, and a utilities spotlight.

Bryn Tocke, an investment committee member who picks stocks and ETFs; Joe Terranova, a tactical trader focused on risk management; Jim Laventhal, a portfolio manager offering allocation views. They debate market moves after the Supreme Court tariff ruling. Short‑term uncertainty, trading reactions like selling names, private credit risks for retail, and NVIDIA and software as key market catalysts are discussed.

Bill Baruch, market strategist with portfolio moves. Jim Labenthal, trading-focused market commentator. Josh Brown, stock picker known for 'Best Stocks' segments. Eamon Javers, Washington reporter with live White House coverage. They discuss the Supreme Court ruling on tariffs, White House reaction and press plans, market and Fed implications, major portfolio trades, and a spotlight on Old Dominion.