# Nvidia and the AI Trade: Your Next Move 5/21/26

Page: https://stenobird.com/podcast/halftime-report-40380/nvidia-and-the-ai-trade-your-next-move-5-21-26
Text version: https://stenobird.com/podcast/halftime-report-40380/nvidia-and-the-ai-trade-your-next-move-5-21-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-05-21T17:17:45+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/54432802-05c8-4eba-a1c5-608194daf173/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=54432802-05c8-4eba-a1c5-608194daf173&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/nvidia-and-the-ai-trade-your-next-move-5-21-26
Duration seconds: 2756

## Resource

Scott Wapner and the Investment Committee debate whether Nvidia is underappreciated after the company reported it's earnings yesterday. They discuss your next move in the AI sector. Plus, we look ahead to the SpaceX IPO, what it means to the market and the future of investing in space travel. And later, Josh Brown spotlights Morgan Stanley in his "Best Stocks in the Market." Investment Committee Disclosures

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## Transcript

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