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WEITERE EPISODEN IN DIESEM PODCAST

Scott Wapner and the Investment Committee debate how to navigate the selloff in tech. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on macro hedges.      Investment Committee Disclosures  Hosted…
October 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new AI competition concerns while Microsoft’s Azure growth resets expectations for Amazon and AWS. The committee also debates Booking Holdings, ServiceNow, Fortine…
Scott Wapner and the Investment Committee discuss the state of the tech trade after the worst month in a year and a half. Plus, the setup on Apple and Palantir earnings after the bell tonight. Joe Terranova details his latest trades. Dominic Chu reports today's ETF Edge. Mike Santoli reacts to the …
Scott Wapner and the Investment Committee debate whether the AI correction is over and how tech earnings will affect the rally. Plus, Josh Brown, CEO of Ritholtz Wealth Management, joins us to spotlight Meta and Cloudflare in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us…
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