Halftime Report

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.

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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

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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.

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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.

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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.

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