# Mega-Cap Earnings Aftermath 7/31/26 Page: https://stenobird.com/podcast/halftime-report-40380/mega-cap-earnings-aftermath-7-31-26 Text version: https://stenobird.com/podcast/halftime-report-40380/mega-cap-earnings-aftermath-7-31-26.md Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380) Published: 2026-07-31T17:21:26+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/5bd56a32-9892-4f36-9177-c8338c4b64c7/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=5bd56a32-9892-4f36-9177-c8338c4b64c7&feed=qltQrd_8 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/mega-cap-earnings-aftermath-7-31-26 Duration seconds: 2658 ## Resource Michael Santoli and the Investment Committee discuss the state of the tech trade with major moves from Apple and Amazon after earnings. The experts detail their latest portfolio moves. Oliver Renick joins with Options Action. Investment Committee Disclosures ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/mega-cap-earnings-aftermath-7-31-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/halftime-report-40380/mega-cap-earnings-aftermath-7-31-26.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.