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Is the Rally on Solid Ground? 11/4/25

Is the Rally on Solid Ground? 11/4/25

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market." Investment Committee Disclosures

Halftime Report

November 4, 202544m 1s

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Show Notes

Frank Holland and the Investment Committee discuss whether the rally is on solid ground with some signs of AI exhaustion and under the surface weakness dragging down stocks today. Plus, the desk debates whether Palantir's valuation is justified. And later, Josh Brown spotlights gold miners in his "Best Stocks in the Market." 

Investment Committee Disclosures


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