The Tech Run 11/7/23

Scott Wapner and the investment committee discuss the tech run as
the Nasdaq goes for its longest winning streak in two years. The
experts detail their latest portfolio moves. The calls of the day
are on Nike, Home Depot and Lowe's. Earnings movers include Uber,
Vertex Pharmaceuticals and NXP Semi. The desk debates the energy
trade with oil prices at two-month lows.


Investment Committee Disclosures