Halftime Report cover image

Are Mega-Cap Expectations too High? 1/29/26

Halftime Report

00:00

Mag 7 Divergence and Market Price Discovery

Josh highlights extreme divergence between Microsoft and Meta, arguing price discovery is active and healthy.

Play episode from 08:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app