Halftime Report cover image

Stocks and the Fragile Ceasefire 4/9/26

Halftime Report

00:00

Mega-Cap Tech: Durable Stories or Overweight Risk?

The committee dissects MAG-7 earnings, capex, valuations and whether to concentrate portfolios in mega-caps.

Play episode from 14:00
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