Can the Rally Outrun Semi Weakness? 7/28/26
Episode 43 min 56s

Can the Rally Outrun Semi Weakness? 7/28/26

From Halftime Report CNBC
Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. Investment Committee Disclosures

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