
About this episode
Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market."
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

Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/...
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