45 min listen
The AI Arms Race 11/20/23
FromHalftime Report
ratings:
Length:
46 minutes
Released:
Nov 20, 2023
Format:
Podcast episode
Description
Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic.Investment Committee Disclosures
Released:
Nov 20, 2023
Format:
Podcast episode
Titles in the series (100)
Delta, Disney, and your Dollars: Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity. by Halftime Report