Rethinking the AI Trade 9/5/25
Podcast: Halftime ReportPublished On: Fri Sep 05 2025
Description: Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves. 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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