vanessa friedman of the "new york times."dquarters and scott wopner. ♪ ♪ ♪ >>> welcome to the "halftime report." let's meet the starting lineup. josh brown is here along with jon and pete najarian and dan greenhouse, the chief strategist with bpig. our game plan looks like this, we're calling it a comeback. because missing link, stephanie link makes her return with a new gig and a portfolio near the top of our competition. mas moment with the alibaba big week sitting down with cnbc in a couple of hours, we

vanessa friedman of the "new york times." let's get over to headquarters and scott wopner. ♪ ♪ ♪ >>> welcome to the "halftime report." let's meet the starting lineup. josh brown is here along with jon and pete najarian and dan greenhouse, the chief strategist with bpig. our game plan looks like this, we're calling it a comeback. because missing link, stephanie link makes her return with a new gig and a portfolio near the top of our competition. mas moment with the alibaba big week sitting down with cnbc in a couple of hours, we speak live with the analyst who just rained on that company's parade. >>> a big snap-back for stocks, dow on track for the best gain since february. there does remain a great debate in this market over whether a big correction is in fact coming. and whether rising rates around the world will be the trigger. stef, welcome back. >> thanks for having me. >> what's your view here on what we're witnessing in the market? you get a nice snap-back, but much of the focus for the last many days is what's going o