The State of the AI Trade 5/29/25
Podcast: Halftime ReportPublished On: Thu May 29 2025
Description: Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand. Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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