# Time to Be Cautious on Stocks? 9/2/26

Page: https://stenobird.com/podcast/halftime-report-40380/time-to-be-cautious-on-stocks-9-2-26
Text version: https://stenobird.com/podcast/halftime-report-40380/time-to-be-cautious-on-stocks-9-2-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-09-02T17:17:29+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/19cd6fee-fada-4056-a5ba-56d76663c60e/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=19cd6fee-fada-4056-a5ba-56d76663c60e&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/time-to-be-cautious-on-stocks-9-2-26
Duration seconds: 2651

## Resource

Scott Wapner and the Investment Committee discuss the outlook for stocks as bond yields ease. The experts weigh in on the data center debate. Calls of the Day are on Vertex, Eli Lilly, and Wynn Resorts. Oliver Renick reports on Options Action. Jim Lebenthal details his latest portfolio move. Investment Committee Disclosures

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## Transcript

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