Scott Wapner and the Investment Committee debate how they&#x27;re setting up their portfolios for the second half of the trading year. Plus, we hit the latest Calls of the Day. And later, we&#x27;ve got an Options Action triple play on Crypto, China tech and Meta.<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 Second Half Setup for Stocks 7/1/26

Halftime Report

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[SPEAKER_05] 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. Thanks, guys. Welcome to the Halftime Report. I'm Scott Wapner, front and center of this hour, second half strategy. Stocks looking to extend their record run. Joining me for the hour to discuss and debate, Joe Terranova, Steve Weiss, Brian Belsky, Brynn Talkington. Check the markets here.

[SPEAKER_05] We have the Dow, the S&P, the Russell are in the green. NASDAQ's a little bit red. Dow just clocked its best first half since 21. Made a new closing high yesterday, as you know. Russell's best first half since 1991. Let's give you the scorecard here, show you what we've done. Year to date, Dow's up 9 percent. S&P's up 10. NASDAQ up 13. Russell up 22.

The Second Half Setup for Stocks 7/1/26

Read the full transcript

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

The Second Half Setup for Stocks 7/1/26

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.