Scott Wapner and the Investment Committee debate their next movie as bullishness abounds in the market.  Plus, we discuss what Nvidia's $500 Billion financing deal announced yesterday means for the stock and the AI trade.  And later, the desk share their latest portfolio moves. 

Investment Committee Disclosures

Positioning for Big Tech's Next Move 8/12/26

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.