About this episode
Scott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week.
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
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
The September Setup: The Investment Committe's Strategy 9/1/26
Halftime Report