The State of the AI Trade 10/9/26
· 43 min
Episode The State of the AI Trade 10/9/26
Scott Wapner and the Investment Committee debate the state of the AI trade and whether the rally is getting too narrow. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Micron.
Investment Committee Disclosures
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