Halftime Report cover image

Trading the Tech Takedown 2/17/26

Halftime Report

00:00

Market Questioning CapEx Returns

Joe discusses capex increases at hyperscalers and how markets assess returns, citing Microsoft's OpenAI exposure.

Play episode from 12:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app