Starcast Join the waitlist
Halftime Report

Halftime Report

Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26

Oct 23, 2026 · 43m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

On this episode

About this episode

Scott Wapner and the Investment Committee reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy sector. Investment Committee Disclosures