# The Great Wait for Nvidia Earnings 5/20/26 Page: https://stenobird.com/podcast/halftime-report-40380/the-great-wait-for-nvidia-earnings-5-20-26 Text version: https://stenobird.com/podcast/halftime-report-40380/the-great-wait-for-nvidia-earnings-5-20-26.md Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380) Published: 2026-05-20T17:09:16+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/42e8297e-2775-4141-a5db-7f1cb246dc86/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=42e8297e-2775-4141-a5db-7f1cb246dc86&feed=qltQrd_8 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-great-wait-for-nvidia-earnings-5-20-26 Duration seconds: 2613 ## Resource Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week. Investment Committee Disclosures ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-great-wait-for-nvidia-earnings-5-20-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/halftime-report-40380/the-great-wait-for-nvidia-earnings-5-20-26.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.