# The Mega Cap Winners & Losers 4/30/26 Page: https://stenobird.com/podcast/halftime-report-40380/the-mega-cap-winners-losers-4-30-26 Text version: https://stenobird.com/podcast/halftime-report-40380/the-mega-cap-winners-losers-4-30-26.md Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380) Published: 2026-04-30T17:40:22+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/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 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-mega-cap-winners-losers-4-30-26 Duration seconds: 2586 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-mega-cap-winners-losers-4-30-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/halftime-report-40380/the-mega-cap-winners-losers-4-30-26.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.