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EPISODE · May 29, 2025 · 44 MIN

The State of the AI Trade 5/29/25

from Halftime Report · host CNBC

Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand.  Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. 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.

Episode metadata supplied by the publisher feed · Published May 29, 2025

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Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand. Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures

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The State of the AI Trade 5/29/25

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