Big Tech's AI Spender-Bener 2/27/26
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Big Tech's AI Spender-Bener 2/27/26

49:44 Feb 27, 2026
About this episode
Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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