Scott Wapner and the Investment Committee debate their next move after a big week of mega-cap tech earnings. Plus, Joe Terranova shares the latest JOET ETF Rebalance, inside all his moves. And later, we discuss what the SpaceX lockup expirations means for the stock and how you should trade it.<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.

The Post-Tech Earnings Rotation: Your Next Move 8/3/26

Halftime Report

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[SPEAKER_07] 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. All right, Sarah, thanks so much. Welcome to the Halftime Report. I'm Scott Wapner. Front and center this hour, rallying stocks as August trading gets underway. We are, of course, trading the markets. We'll hit some of Joe Terranova's ETF rebalancing moves as well. Joining me for the hour,

[SPEAKER_07] along with Joe, is Jim Labenthal, Surat Sethi, Steve Weiss, taking you to the markets. I said we are up to start trading in August, and there is your picture. NASDAQ is leading the way today up near 2%.

The Post-Tech Earnings Rotation: Your Next Move 8/3/26

Read the full transcript

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

The Post-Tech Earnings Rotation: Your Next Move 8/3/26

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.