Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets.<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.

Fed and Tech Earnings in Focus 7/29/26

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, guys. Thanks so much. Welcome to the Halftime Report. I'm Scott Wapner. Front and center this hour. What a day ahead. The Fed meeting. Earnings from Meta. Microsoft looming. So much more happening in these markets today. We're trading all of it, of course, with the Investment Committee.

[SPEAKER_07] And joining me for the hour, Joe Terranova, Brent Taukies, and Steve Weiss. Kevin Simpson to the markets. We're getting hit pretty hard here. 12 noon in the east. That is the picture today with the Dow down one and two-thirds percent. The S&P is now off almost one percent. NASDAQ selling has picked up a bit. The chips are getting weaker as we speak.

Fed and Tech Earnings in Focus 7/29/26

Read the full transcript

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

Fed and Tech Earnings in Focus 7/29/26

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.