About this episode

The Investment Committee discusses the factors driving the semiconductor market and strategies for trading, along with international equity opportunities.

Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it. Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio. Investment Committee Disclosures

Topics covered

• semiconductors
• equity markets
• portfolio positioning

Keywords

• growth
• value
• trading strategies
• Calls of the Day

Mentioned in this episode

Products: semiconductors

More episodes of Halftime Report

• Navigating the Bull Run in Semiconductors 4/23/26 · April 23, 2026 · 43 min
• The Committee Reacts to Kevin Warsh's Testimony 4/21/26 · April 21, 2026 · 56 min
• What's Next for the Market: Pause or a Greater Pullback? 4/20/26 · April 20, 2026 · 44 min
• Stocks Surge, Crude Tumbles: How Should you Trade it 4/17/26 · April 17, 2026 · 44 min
• Your Record High Playbook 4/16/26 · April 16, 2026 · 44 min
• Trading Stocks as they Approach New Highs 4/15/26 · April 15, 2026 · 44 min

Explore listener stats, chart rankings, contacts and more on the Halftime Report podcast page.