Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings us the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. And later, the Investment 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 Market Pullback 8/1/25

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.