Episode

State of the AI Trade 5/8/26

Podcast: Halftime Report
Published: May 8, 2026
Duration seconds: 2840
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/eac20dc7-fa04-4c5f-a22a-44dea7f03938/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=eac20dc7-fa04-4c5f-a22a-44dea7f03938&feed=qltQrd_8
JSON: /v1/public/podcasts/halftime-report-40380/episodes/state-of-the-ai-trade-5-8-26
Markdown: /podcast/halftime-report-40380/state-of-the-ai-trade-5-8-26.md

Actions

POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/state-of-the-ai-trade-5-8-26/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/halftime-report-40380/state-of-the-ai-trade-5-8-26.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems. Investment Committee Disclosures