The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26

Scott Wapner and the Investment Committee debate their investment strategy as the scarcity of capital becomes apparent in the AI sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights IQVIA in his "Best Stocks in the Market."
Investment Committee Disclosures (cnb.cx/3HSe4EV)

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