Episode

The Mega-Cap Bounce Back: How to Trade it 7/15/26

Podcast: Halftime Report
Published: Jul 15, 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/48704331-01bf-493c-bb91-bd20b15045d7/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=48704331-01bf-493c-bb91-bd20b15045d7&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/the-mega-cap-bounce-back-how-to-trade-it-7-15-26.md

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Summary

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