Halftime Report cover image

Halftime Report Live from Schwab Impact in Denver 11/5/25

Halftime Report

00:00

Valuation Scrutiny of AI and Spenders

Scott and Joe debate whether recent earnings (Meta, Palantir) mark an inflection point where investors will scrutinize AI spend and valuations more closely.

Play episode from 17:16
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