Episode

Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26

Podcast: Halftime Report
Published: May 13, 2026
Duration seconds: 2641
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/52dc826c-9b6a-414d-b79c-7883275f4fd9/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=52dc826c-9b6a-414d-b79c-7883275f4fd9&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/inflation-iran-vs-earnings-ai-your-next-move-5-13-26.md

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Summary

Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America. Investment Committee Disclosures