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.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Halftime Report
Managing a Portfolio Full of Winners 6/4/26
The Parabolic Tech Mania Continues: Your Next Move 6/3/26
How to Trade the Market Momentum 6/2/26
The Parabolic Tech Mania Continues 5/29/26
Get summaries like this every morning.
Free AI-powered recaps of Halftime Report and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.