The AI Arms Race 11/20/23

Scott Wapner and the investment committee discuss what the
turmoil at OpenAI means for Microsoft, Alphabet and investors in
the space. The chart of the day is Uber. CNBC Senior Markets
Commentator Michael Santoli joins with the midday word. The calls
of the day include Costco, KB Home and  Ulta Beauty. The
earnings setup is on Zoom Video, Kohl's and Medtronic.


Investment Committee Disclosures