Buy the AI Sell-Off? 2/13/26

Scott Wapner and the Investment Committee debate how to trade the AI Sell-off and whether now is a good buying opportunity. Plus, the Committee share their latest portfolio moves. And later, the desk debate when it's a good time to get into a stock. 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.

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This episode was published on February 13, 2026.

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