Halftime Report
Halftime Report
CNBC
Rethinking the AI Trade 9/10/25
42 minutes Posted Sep 10, 2025 at 5:30 pm.
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Show notes

Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade.  Plus, we discuss some of the Committee’s stocks on the move. And later, we hit the latest Calls of the Day. 

Investment Committee Disclosures


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