Mag 7 for safety, yields at a top? The Investment Committee's Q4 plan lifts CNBC
Posted on the first day of the year's last quarter, the Halftime Report panel's year-end game plan is heading for about eleven times a usual first day, a few days after the same show's rates-and-oil debate carried the channel.
CNBC TelevisionStory of Why this story? The video opened at a pace of 111,456 views a day, 12 times a normal first day on this channel (9,652).
The Investment Committee's Q4 strategy
Fourth-quarter plans drew a crowd. On October 1, the day the year's final quarter began, CNBC Television posted a Halftime Report segment in which the show's Investment Committee lays out how its members are positioning their portfolios into year-end. Nine hours later it had nearly 59,000 views, on course for about eleven times what a new video here usually finds in its first day.
This is the second time in a few days that the midday show has led the channel. Earlier in the week it was a debate over whether rates and oil would derail stocks, as we reported here. The other October 1 uploads drew far smaller audiences: a Rapid Recap on Nike's struggles with Jim Cramer and Wall Street analysts, the daily market close, an audio-only edition of Mad Money.
The comment section is busy too. In those nine hours it had already drawn more than twice the comments of a usual full first day, and much of it reads like a notebook. One viewer boils the segment down to two calls: Josh Brown on rotating into the Magnificent Seven as a defensive move, and a panelist the viewer calls Baruch on bond yields having topped. Others pick up the thread. Some agree that the big tech names have become a safety play. Others say rates have further to climb, or that Treasury bills are the place to wait.
Brown, the chief executive of Ritholtz Wealth Management and a familiar face on the committee, gets his own praise under the video. At least one commenter, though, misses Scott Wapner, the show's regular host.
Published on Trari
What viewers say
Halftime is Halftime only when Scott is here
@waelothman83See it on YouTubeBrown: Rotate into Mag7 if defensive.
Baruch: Bond Yields have topped.@clifftanchSee it on YouTubeJosh is the GOAT 🐐
@kraz007See it on YouTube
Public comments from the video's page on YouTube
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- Channel
- CNBC Television
- Subscribers
- 3,410,000
- Channel views, pace per day
- 728,069 (on a normal day: 538,939)
- Video published
- October 1, 2026
- Video views so far
- 58,800 (less than a day online)
- Video views, pace per day
- 111,456
The numbers
The figures show a midday strategy segment running far ahead of everything else the business channel posted that day.
💡 Test your knowledge
Which of these companies is not one of the stock market's "Magnificent Seven"?
The Magnificent Seven are Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla, so Netflix is not among them.
