Episode

AI's Next Test: Alphabet Earnings 7/22/26

Podcast: Halftime Report
Published: Jul 22, 2026
Duration seconds: 2809
Processing state: not_requested
Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/89c9902c-543d-4577-8a8b-796baa9cfc25/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=89c9902c-543d-4577-8a8b-796baa9cfc25&feed=qltQrd_8
JSON: /v1/public/podcasts/halftime-report-40380/episodes/ai-s-next-test-alphabet-earnings-7-22-26
Markdown: /podcast/halftime-report-40380/ai-s-next-test-alphabet-earnings-7-22-26.md

Actions

POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/ai-s-next-test-alphabet-earnings-7-22-26/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/halftime-report-40380/ai-s-next-test-alphabet-earnings-7-22-26.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

Leslie Picker and the Investment Committee debate Alphabet's earnings tonight and what it means for the AI trade. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks that are on the move today. Investment Committee Disclosures