About this episode
The episode discusses the current state of the AI trade and features insights from the Investment Committee and an interview with Citigroup's CEO.
Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems. Investment Committee Disclosures
People in this episode
Host: Scott Wapner
Guest: Leslie Picker
Topics covered
- AI trade
- investment strategies
- portfolio management
- earnings report
- S&P milestones
Keywords
- AI trade
- investment committee
- portfolio moves
- Citigroup
- Cisco Systems
- S&P
- earnings setup
Mentioned in this episode
Organizations: Citigroup, Cisco Systems
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