The 'Halftime' Investment Committee weigh BMO raising their S&P price target to $6,700

Barlay's wife says big tech inflows save America. Um it's helped the overall US outperformance um of late. UBS says the tech rally has legs.We said Microsoft hits a new high. Nvidia is not that far away. How do you see it. That's how I see it.I run a concentrated book and uh uh most of my book is is in big cap tech. So to me they're permanent compounders and sure valuation gets stretch stretched every so often but they eventually grow into that valuation plus they've got the best balance sheets they uh they ...