Navigating the "Everything Rally" 11/12/25
Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share their latest portfolio moves.
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Show Notes
Scott Wapner and the Investment Committee debate how to trade the "Everything Rally" as stocks rebound. Plus, we discuss the AI Spending Frenzy, whether it will it be a boom or a bust for the sector and how you should trade it. CNBC's Seema Mody joins us with the latest on hyperscaler outlook. And later, the desk share their latest portfolio moves.
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