AI Trade Intact? 9/4/25
Podcast: Halftime ReportPublished On: Thu Sep 04 2025
Description: Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include Disney, Leidos, and 3M. Josh Brown is back with his Best Stocks in the Market. The earnings setup is on Lululemon.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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