Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves.  And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector.  <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.

Pause or Pullback? 8/21/25

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.