<p>Scott Wapner and the investment committee debate if the rotation in stocks is for real, as the S&P 500 gets closer to record highs. They also discuss why it may be time to get bullish on the big banks. Plus, five stocks for the new normal.</p>

Scott Wapner and the investment committee debate if the rotation in stocks is for real, as the S&P 500 gets closer to record highs. They also discuss why it may be time to get bullish on the big banks. Plus, five stocks for the new normal.

<p>Scott Wapner and the investment committee debate if the rotation in stocks is for real, as the S&amp;P 500 gets closer to record highs. They also discuss why it may be time to get bullish on the big banks. Plus, five stocks for the new normal.</p>

Is the Rotation for Real?

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

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Is the Rotation for Real?

Is the Rotation for Real?

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