The State of the AI Trade 5/29/25 - podcast episode cover

The State of the AI Trade 5/29/25

May 29, 202544 min
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Episode description

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 | Halftime Report podcast - Listen or read transcript on Metacast