# The Post-Tech Earnings Rotation: Your Next Move 8/3/26

Page: https://stenobird.com/podcast/halftime-report-40380/the-post-tech-earnings-rotation-your-next-move-8-3-26
Text version: https://stenobird.com/podcast/halftime-report-40380/the-post-tech-earnings-rotation-your-next-move-8-3-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-08-03T17:27:36+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/e9f0bbdd-32f7-4ae6-8a9e-d91f675c10ae/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=e9f0bbdd-32f7-4ae6-8a9e-d91f675c10ae&feed=qltQrd_8
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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/the-post-tech-earnings-rotation-your-next-move-8-3-26
Duration seconds: 2646

## Resource

Scott Wapner and the Investment Committee debate their next move after a big week of mega-cap tech earnings. Plus, Joe Terranova shares the latest JOET ETF Rebalance, inside all his moves. And later, we discuss what the SpaceX lockup expirations means for the stock and how you should trade it. Investment Committee Disclosures

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## Transcript

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