Halftime Report cover image

How to Trade Around the Hot Jobs Report 2/11/26

Halftime Report

00:00

Software Sector: Cadence and AppLovin

Discussion around software multiple compression, Cadence's chip-design leadership and AppLovin's high consensus expectations.

Play episode from 18:10
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