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Are Mega-Cap Expectations too High? 1/29/26

Are Mega-Cap Expectations too High? 1/29/26

Scott Wapner and the Investment Committee debate Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Nucor in his "Best Stocks in the Market." Investment Committee Disclosures

Halftime Report

January 29, 202644m 1s

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Show Notes

Scott Wapner and the Investment Committee debate Microsoft sinking the tech sector and whether mega-cap expectations are too high. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Nucor in his "Best Stocks in the Market."

Investment Committee Disclosures


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Are Mega-Cap Expectations too High? 1/29/26 — Halftime Report — Play Podcasts