
About this episode
Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time Halftime Report publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Halftime Report

Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
Halftime Report

Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9...
Halftime Report

Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
Halftime Report

The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/2...
Halftime Report