Episode

How Long can the AI Trade Carry Stocks? 5/7/26

Podcast: Halftime Report
Published: May 7, 2026
Duration seconds: 2660
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/8352a3b4-2841-46fe-887d-dd8250dcc26d/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=8352a3b4-2841-46fe-887d-dd8250dcc26d&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/how-long-can-the-ai-trade-carry-stocks-5-7-26.md

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Summary

Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Market." Investment Committee Disclosures