Navigating the Bull Run in Semiconductors 4/23/26
From Halftime Report by CNBC
April 23, 2026 · 43 min
About this episode
The Investment Committee discusses the factors driving the semiconductor stock surge and shares their trading strategies and portfolio updates.
Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market."
Topics covered
- semiconductors
- stock market
- trading strategies
Keywords
- semiconductor stocks
- portfolio moves
- Trane Technologies
Mentioned in this episode
Products: Trane Technologies
Books & works: Best Stocks in the Market
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