Believe in the Broadening? 2/29/24

Believe in the Broadening? 2/29/24

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AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26

Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commoditiesInvest ...  Show more

 . 42min 41sec
The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, live in San Francisco to discuss AI, the market and more. Plus, Sridhar Ramaswamy, CEO of Snowflake, joins us to discuss the AI frontier and what it means for the market a ...  Show more

 . 49min 2sec

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