{"podcast":{"title":"Halftime Report","slug":"halftime-report-40380","podcast_index_feed_id":40380,"rss_url":"https://feeds.simplecast.com/qltQrd_8","website_url":"https://www.cnbc.com","image_url":"https://image.simplecastcdn.com/images/92728f12-3d53-46b8-9a33-60e9b83ad72d/b10a8a0c-90b8-48af-9b2d-243b9f285f8a/3000x3000/halftime-report-podcast-cover-art-3000x3000-v04.jpg?aid=rss_feed","author":"CNBC","episode_count":1538,"summary":"Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.","last_synced_at":"2026-09-17T08:19:51.934931+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380"},"episode":{"title":"Can the Rally Outrun Semi Weakness? 7/28/26","slug":"can-the-rally-outrun-semi-weakness-7-28-26","published_at":"2026-07-28T17:11:43+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380/can-the-rally-outrun-semi-weakness-7-28-26","show_page_url":"https://stenobird.com/podcast/halftime-report-40380","url":"https://www.cnbc.com","audio_url":"https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/24a0a944-2a0d-4a10-abb8-a43831ab4d44/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=24a0a944-2a0d-4a10-abb8-a43831ab4d44&feed=qltQrd_8","summary":"Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. Investment Committee Disclosures","meta_description":"Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2636,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/can-the-rally-outrun-semi-weakness-7-28-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/halftime-report-40380/can-the-rally-outrun-semi-weakness-7-28-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}