The AI Arms Race 11/20/23
Podcast: Halftime ReportPublished On: Mon Nov 20 2023
Description: Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic.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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