# Fed and Tech Earnings in Focus 7/29/26 Page: https://stenobird.com/podcast/halftime-report-40380/fed-and-tech-earnings-in-focus-7-29-26 Text version: https://stenobird.com/podcast/halftime-report-40380/fed-and-tech-earnings-in-focus-7-29-26.md Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380) Published: 2026-07-29T17:42:53+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/3c3f9fb7-1ba7-4597-8367-004f186f754f/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=3c3f9fb7-1ba7-4597-8367-004f186f754f&feed=qltQrd_8 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/fed-and-tech-earnings-in-focus-7-29-26 Duration seconds: 2634 ## Resource Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets. Investment Committee Disclosures ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/fed-and-tech-earnings-in-focus-7-29-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/halftime-report-40380/fed-and-tech-earnings-in-focus-7-29-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.