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Halftime Report · Today · 42 min

NVIDIA Fallout and AI Trade Rotation

November 9, 2026; 12pm: Scott Wapner and the Investment Committee debate the market rebound, NVIDIA’s board investigation and Jensen Huang succession risk, plus the ripple effects across AI chips, hyperscalers, ETFs and Anthropic’s IPO. The committee also discusses Apple, Chipotle, LVMH, cybersecurity, KKR, private credit and final trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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November 9, 2026; 12pm: Scott Wapner and the Investment Committee debate the market rebound, NVIDIA’s board investigation and Jensen Huang succession risk, plus the ripple effects across AI chips, hyperscalers, ETFs and Anthropic’s IPO. The committee also discusses Apple, Chipotle, LVMH, cybersecurity, KKR, private credit and final trades.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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