Halftime Report Celebrates 15 Years 10/7/26

Record S&P highs mask thinning breadth, with Nvidia and Micron projected to drive 40% of 2027 S&P earnings growth.

• Record market, rising yields: S&P 500 closed above 7,800 for the first time with the 10-year yield at 4.31%, the highest since 2002, yet the VIX sits near 15.
• 15-year scorecard: Since the show's 2010 debut (S&P at 1,165, Dow at 11,000), the S&P is up 583.5% and the Nasdaq roughly 1,000%; US stock market cap grew from $11.9T to $32.6T.

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