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Rethinking the AI Trade 9/10/25 episode artwork

EPISODE · Sep 10, 2025 · 42 MIN

Rethinking the AI Trade 9/10/25

from Halftime Report · host CNBC

Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade.  Plus, we discuss some of the Committee’s stocks on the move. And later, we hit the latest Calls of the Day. 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.

What this episode covers

Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade. Plus, we discuss some of the Committee’s stocks on the move. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

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Rethinking the AI Trade 9/10/25

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Frequently Asked Questions

How long is this episode of Halftime Report?

This episode is 42 minutes long.

When was this Halftime Report episode published?

This episode was published on September 10, 2025.

What is this episode about?

Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade.  Plus, we discuss some of the Committee’s stocks on the move. And later, we hit the latest Calls of the Day. Investment Committee...

Can I download this Halftime Report episode?

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