Charles’ Take: Assessing What Fuels Bearish Sentiment

Charles’ Take: Assessing What Fuels Bearish Sentiment

6:12 Feb 19, 2026
About this episode
Charles Payne is joined by Dave Mazza, CEO of Roundhill Investments, to discuss why heavy spending from tech giants is a necessary investment in future infrastructure. They explore a shift in focus toward hardware and testing companies like Micron, Light, and Teradyne, while highlighting growth in artificial intelligence and humanoid robotics. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Select an episode
0:00 0:00