Halftime Report cover image

Big Tech's Concentration Situation 2/18/26

Halftime Report

00:00

Portfolio Moves: Trims and New Buys

Kerry outlines trims to American Express and new/additional buys like S&P Global, American Water Works, and FlowServe.

Play episode from 31:14
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