Scott Wapner and the Investment Committee discuss Micron&#x27;s rise and what it means for the rotation and how you should trade it. Jim Lebenthal explains why he&#x27;s buying it here. Plus, Netflix hits a new 52-week low, it&#x27;s our Call of the Day. The Committee debate how to trade the stock now. And later, Josh Brown spotlights Citizens Financial in his &quot;Best Stocks in the Market.&quot;<br><br>Investment Committee Disclosures<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Micron Surges to New Highs on Blockbuster Earnings 6/25/26

Halftime Report

[SPEAKER_A] At Edward Jones, we believe rich is more than caring about the latest and greatest. It's also taking care of what gives your life meaning. That's why your dedicated financial advisor meets you where you are with personalized financial strategies that help protect what matters so you can preserve your progress while creating a path forward. The key to being rich is knowing what counts. Let's find your rich together. Edward Jones, member SIPC.

[SPEAKER_B] Not every sale happens at the register. Before AT&T Business Wireless, checking out customers on our mobile POS systems took too long. Basically a staring contest where everyone loses. It's crazy what people will say during an awkward silence. Now transactions are done before the silence takes hold. That means I can focus on the task at hand and make an extra sale or two. Sometimes I do miss the bonding time. Sometimes.

[SPEAKER_C] AT&T Business Wireless. Connecting changes everything. I'm Scott Wapner and you're listening to CNBC's Halftime Report, the podcast, the most profitable hour of the trading day. We record this live weekdays at 12 Eastern. Listen in. Carl, thank you very much. Welcome to the Halftime Report. Scott Wapner front and center this hour. Micron's moment, that stock is surging after earnings. We will discuss and debate what all of it means for the AI trade, for the markets in general, because we do, as Carl said, have a very interesting session shaping up. Joining us for the hour, Josh Brown, Joe Terranova, Stephanie Link, Jim Lebenthal. So Micron's moment is a good one, obviously, for that stock, but it's really interesting, this price action in some of these other names today. I'm wondering, Josh, what you make. I mean, it's a continued rotation, there's no doubt about that.

Micron Surges to New Highs on Blockbuster Earnings 6/25/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Micron Surges to New Highs on Blockbuster Earnings 6/25/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.