How Long can the AI Trade Carry Stocks? 5/7/26
How Long can the AI Trade Carry Stocks? 5/7/26  
Podcast: Halftime Report
Published On: Thu May 07 2026
Description: Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market." 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.