About this episode
Leslie Picker and the Investment Committee discuss the market momentum of the last two months and whether stocks can continue their trajectory higher. Plus CNBC's David Fabers is joined by Clay Magouyrk, CEO of Oracle, to discuss everything from Data center buildouts, the future of AI and what it means for Americans and the market. And later, the Committee debates what to do with some of their stocks that are on the move today.
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.
Hosts & guests
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
Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26
Halftime Report
Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9...
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