Halftime Report Buy the AI Sell-Off? 2/13/26
15 snips
Feb 13, 2026 
Jim Labenthal, a tactical/long-term investor who calls out buys like Disney and Wynn. Steve Weiss, a market strategist focused on trading, risk and sector moves such as defense and big-tech. Amy Raskin, a portfolio manager concentrating on tech, semiconductors, energy and commodities. They spar over whether the AI-driven sell-off is a buying opportunity, share specific portfolio moves, and debate sector winners and timing.
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Buying CBRE During The Panic
- Josh Brown described buying CBRE after seeing the sell-off as overdone and cited his active commercial broker managing large deals.
- He called the panic versus real commercial real estate fundamentals “laughable” and hit the buy button.
Use Dips For Tactical And Long-Term Buys
- Consider tactical trades on quality companies that temporarily trade at stretched multiples versus their peers.
- Also look for great brands like Disney that are down with the market but not AI-disrupted.
Buy AI Enablers, Not Every AI Target
- Amy Raskin added cadence, Snowflake, and Cognex as AI enablers and used the indiscriminate selling to reduce tech underweight.
- She views these names as necessary infrastructure for AI, not immediate disintermediations.