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43m 55s

Will the AI Trade Resume? The Investment...

CNBC
About this episode
Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy Allaire to discuss the Genius Act, crypto markets and AI banking risks. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in the Chinese market. Investment Co ... Show More
Up next
Oct 20
The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26
Scott Wapner and the Investment Committee debate whether the bull market can continue or is it time to join the rotation trade. Plus, Josh Brown spotlights Waters Corporation and Thermo Fisher in his "Best Stocks in the Market." And later, CNBC’s Oliver Renick joins us to discuss ... Show More
43m 57s
Oct 19
Managing Risk in a Volatile Market 10/19/26
Scott Wapner and the Investment Committee debate their risk strategies as we trade through a volatile market. Plus, the desk debates the latest Calls of the Day. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on SpaceX. Investment Committee Disclosu ... Show More
44m 23s
Oct 16
AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26
Leslie Picker and the Investment Committee debate whether the AI trade is on shaky ground. They share their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action in commoditiesInvest ... Show More
42m 41s
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