The Surging Tech Trade 6/10/25

Scott Wapner and the Investment debate the tech sector’s surge over the past month, pushing stocks within distance of new highs. Plus, McDonald’s getting a double downgrade to sell at Redburn Atlantic, it’s our Call of the Day, the Investment Committee discuss how to trade the name. And later, the desk share their latest portfolio moves.  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.