
The AI Spend-A-Palooza 2/5/26
Halftime Report
00:00
Final trades and committee picks
Investment Committee lists final buys: Zoom, Merck, Palantir, Kinsale Capital, and discussion of portfolio actions.
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Transcript

Investment Committee lists final buys: Zoom, Merck, Palantir, Kinsale Capital, and discussion of portfolio actions.