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

Page: https://stenobird.com/podcast/halftime-report-40380/ai-s-next-test-alphabet-earnings-7-22-26
Text version: https://stenobird.com/podcast/halftime-report-40380/ai-s-next-test-alphabet-earnings-7-22-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-07-22T17:15:01+00:00
Episode link: https://www.cnbc.com
Audio file: 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
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/ai-s-next-test-alphabet-earnings-7-22-26
Duration seconds: 2809

## Resource

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

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## Transcript

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