Scott Wapner and the Investment Committee debate how to trade the bounce back in Mega-Cap names and which ones are best positioned in this environment. Plus,  SpaceX falls below its $135 IPO price for the first time. The desk discusses what it means for the stock and how they are navigating the space. And later, the Committee share their latest portfolio moves. 

Investment Committee Disclosures

The State of the Tech Trade: Your Next Move 7/16/26

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.