# The Tech Trade Pulls Back From Records: Your Next Move 5/12/26

Page: https://stenobird.com/podcast/halftime-report-40380/the-tech-trade-pulls-back-from-records-your-next-move-5-12-26
Text version: https://stenobird.com/podcast/halftime-report-40380/the-tech-trade-pulls-back-from-records-your-next-move-5-12-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-05-12T17:41:41+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/4306fc25-6b0e-40c4-8fc7-8a8ff642ee59/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=4306fc25-6b0e-40c4-8fc7-8a8ff642ee59&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-tech-trade-pulls-back-from-records-your-next-move-5-12-26
Duration seconds: 3052

## Resource

Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market." Investment Committee Disclosures

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## Transcript

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