# Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26

Page: https://stenobird.com/podcast/halftime-report-40380/snowflake-surges-on-q2-earnings-the-investment-committee-s-software-strategy-9-3-26
Text version: https://stenobird.com/podcast/halftime-report-40380/snowflake-surges-on-q2-earnings-the-investment-committee-s-software-strategy-9-3-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-09-03T17:14:09+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/0a091a1b-bd07-4083-8ba2-c99ec255a885/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=0a091a1b-bd07-4083-8ba2-c99ec255a885&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/snowflake-surges-on-q2-earnings-the-investment-committee-s-software-strategy-9-3-26
Duration seconds: 2569

## Resource

Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market."

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## Transcript

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