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Tech Earnings Drive the Rally 7/31/25

Tech Earnings Drive the Rally 7/31/25

Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings us the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. And later, the Investment Committee share their latest portfolio moves. Investment Committee Disclosures

Halftime Report

July 31, 202543m 54s

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Show Notes

Frank Holland and the Investment Committee discuss the record rally as tech earnings drive stocks to fresh all-time highs. Plus, Leslie Picker brings us the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. And later, the Investment Committee share their latest portfolio moves.

Investment Committee Disclosures


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