Navigating the "Everything Rally" 11/12/25

Scott Wapner and the Investment Committee debate how to trade the
"Everything Rally" as stocks rebound.  Plus,  we
discuss the AI Spending Frenzy, whether it will it be a boom or a
bust for the sector and how you should trade it.  CNBC's
Seema Mody joins us with the latest on hyperscaler
outlook.  And later, the desk share their latest
portfolio moves.  


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