CNBC Halftime Report with Brad Gerstner - July 2nd, 2026

Altimeter Founder & CEO Brad Gerstner joined CNBC Halftime's Scott Wapner to share his view on markets this week: mega caps rebounding, chips catching their breath, and what he called a healthy consolidation after a strong run. Brad noted he continues to watch AI related revenue growth as a key signal going forward. More importantly, this Saturday, Invest America Trump Accounts launch, seeding every child born in America with $1,000 in the S&P 500 at birth, compounding for life. Micron, Goldman Sachs, and Morgan Stanley are already in. Monday: a historic NYSE and NASDAQ bell ringing from the White House.