# State of the AI Trade 5/8/26

Page: https://stenobird.com/podcast/halftime-report-40380/state-of-the-ai-trade-5-8-26
Text version: https://stenobird.com/podcast/halftime-report-40380/state-of-the-ai-trade-5-8-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-05-08T17:11:39+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/eac20dc7-fa04-4c5f-a22a-44dea7f03938/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=eac20dc7-fa04-4c5f-a22a-44dea7f03938&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/state-of-the-ai-trade-5-8-26
Duration seconds: 2840

## Resource

Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems. Investment Committee Disclosures

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## Transcript

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