About this episode
Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech.
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.
Get every episode summarized
Each time Halftime Report publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Halftime Report
Trading Ahead of the Apple iPhone Event & the CPI Report 9/8/26
Halftime Report
The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/2...
Halftime Report
Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/...
Halftime Report
Time to Be Cautious on Stocks? 9/2/26
Halftime Report