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The State of the AI Trade 11/17/25
Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
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By CNBC
4.5
344344 ratings
Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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