TENTANG EPISODE INI
Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it. Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.
Investment Committee Disclosures
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Halftime Report.
EPISODE LAIN DALAM PODCAST INI
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus, Sridhar Ramaswamy, CEO of Snowflake, joins us to discuss the AI frontier and what it means for the market and your money…
Scott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX.
Investment Committee Disclosures&nbs…
Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan Brennan brings us her interview with Lockheed Martin CEO Jim Taiclet and Under Secretary of De…
Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commodities
Investment Committee Dis…
Scott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh Brown spotlights Waters Corporation and Thermo Fisher in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss the latest Options…
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