The Parabolic Tech Mania Continues 5/29/26
Podcast: Halftime ReportPublished On: Fri May 29 2026
Description: Leslie Picker and the Investment Committee discuss Dell's strong earnings report as the stock surges to record highs. It's our Chart of the Day. Plus, the desk share their latest portfolio moves. And later, the Committee reacts to Jamie Dimon's comments that the market is exuberant but not bad. 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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