AI Stocks: Bubble or Opportunity?

The CNBC Investment Committee discusses the current state of AI stocks, questioning whether they are in a bubble. The debate centers on market trends and investment strategies within the rapidly evolving AI sector.

Hyperscaler CapEx Spend

Kristina Partsinevelos joins the ‘Halftime Report’ to provide insights on hyperscaler capital expenditures. She highlights how these investments are crucial for driving innovation and growth in the AI market, affecting stock performance and investor sentiment.