Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. And later, the Committee share their latest portfolio moves. <a href="https://cnb.cx/3HSe4EV">Investment Committee Disclosures</a> Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

The State of the AI Trade 5/29/25

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.