The State of the Tech Trade 2/25/26

February 25
44 mins

Episode Description

Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to the Setup on some key Committee names reporting earnings tonight and tomorrow. 

Investment Committee Disclosures


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