Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
· 43 min
Episode Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
Scott Wapner and the Investment Committee reveal their strategy as sentiment seems to be shifting in the market. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Energy sector.
Investment Committee Disclosures
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