Halftime Report cover image

President Trump's Deadline to Iran Looms over Stocks 4/7/26

Halftime Report

00:00

Microsoft Valuation Compression and AI Exposure

Surat and others defend Microsoft as a cash-flow and AI play amid multiple compression.

Play episode from 23:35
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