Episode

The Mega Cap Winners & Losers 4/30/26

Podcast: Halftime Report
Published: Apr 30, 2026
Duration seconds: 2586
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/1f057778-d4ff-410f-a432-c826ef5a148e/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=1f057778-d4ff-410f-a432-c826ef5a148e&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/the-mega-cap-winners-losers-4-30-26.md

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Summary

Scott Wapner and the Investment Committee debate how to trade the winners and losers out of the recent mega cap earnings reports. Meta falls after raising CapEx but Steve Weiss is buying more, he calls in with the details. Plus, Josh Brown spotlights two names in his "Best Stocks in the Market." And later, we hit the latest Calls of the Day.