Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz ...عرض المزيد
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Big Tech's AI Spender-Bener 2/27/26
Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz ...عرض المزيد
Trading Tech's Troubles 2/26/26
Scott Wapner and the Investment Committee react to Nvidia's earnings and debate how you should trade the tech sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Waste Management in his "Best Stocks in the Market." Investment Committee Dis ...عرض المزيد
The State of the Tech Trade 2/25/26
Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to th ...عرض المزيد
Navigating High AI Anxiety 2/24/26
Scott Wapner and the Investment Committee debate the high anxiety around AI and how you should trade it. Josh Brown details his Heavy Assets, Low Obsolescence or "HALO" trade that he says will be resistant to AI volatility. Plus, the desk share their favorite consumer discretiona ...عرض المزيد
The SCOTUS Tariff Decision Fallout 2/23/26
Scott Wapner and the Investment Committee debate how to trade the market's reaction to the Supreme Court's ruling against Trump's tariff's last week. Plus, the Committee share their latest portfolio moves. And later, the desk debates whether private credit is too risky for retail ...عرض المزيد