November 13, 2026; 12pm: Frank Holland and the Investment Committee analyze NVIDIA’s selloff after Jensen Huang resignation headlines, successor speculation involving Arm CEO Rene Haas, and broader chip volatility. They also cover Anthropic’s IPO roadshow, retail earnings, market inflows, committee stock moves, and whether higher bond yields revive the 60/40 portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Halftime Report
NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26
AI Relief Rally, Nvidia Governance and CoreWeave Earnings
NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets
NVIDIA Fallout and AI Trade Rotation
Get summaries like this every morning.
Free AI-powered recaps of Halftime Report and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.