# What's Riding on Micron Earnings? 6/24/26 Page: https://stenobird.com/podcast/halftime-report-40380/what-s-riding-on-micron-earnings-6-24-26 Text version: https://stenobird.com/podcast/halftime-report-40380/what-s-riding-on-micron-earnings-6-24-26.md Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380) Published: 2026-06-24T17:07:41+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/731ce6be-c43e-4e41-abf5-907322cb5ae0/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=731ce6be-c43e-4e41-abf5-907322cb5ae0&feed=qltQrd_8 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/what-s-riding-on-micron-earnings-6-24-26 Duration seconds: 2623 ## Resource Scott Wapner and the Investment Committee discuss Micron's moment, counting down to the most critical earnings report since Nvidia. Calls of the Day include CrowdStrike, Ecolab, and the travel stocks. The desk debates the gold trade. Michael Santoli joins with his Midday Word. Oliver Renick has Options Action on the homebuilders from Cboe Global Markets. Investment Committee Disclosures ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/what-s-riding-on-micron-earnings-6-24-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/halftime-report-40380/what-s-riding-on-micron-earnings-6-24-26.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.