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The Halftime Report with scott wapner starts right now. Welcome, good to have you with us on this friday, our Investment Committee at the desk today, josh brown, stephanie link, jim lebenthal, the chief Investment Officer at Boston Private Wealth is here, liz young is bny melons director of market strategy, anastasia from Jpmorgan Private Bank and lets begin with the broadcom story. Its one heck of a buzz kill today. Price targets cut across the board, lots of stocks in that space are down shortly, not jus broadcom, amd, lam research, micron, you pick it in the chips and its getting hit pretty hard the chips have two things working against them the first is theyre like one of the last true global cyclical sectors that exists that have any real market cap and any real size so you see a lot of people express their views about the Global Economy in those equities and obviously, the tariffs are an issue because of how much cross border work needs to be done in order for chips to be manufac

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