Resilience and Rotation 1/15/26

Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio moves. And later, Taiwan Semi's earnings report reveals a 35% jump in profit on the AI boom. CNBC’s Kristina Partsinevelos joins us to discuss the latest in the chip space. The Committee shares their semis strategy.

Investment Committee Disclosures

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