{"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":1499,"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":"2026-07-23T08:17:52.842845+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380"},"episode":{"title":"State of the AI Trade 5/8/26","slug":"state-of-the-ai-trade-5-8-26","published_at":"2026-05-08T17:11:39+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380/state-of-the-ai-trade-5-8-26","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/eac20dc7-fa04-4c5f-a22a-44dea7f03938/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=eac20dc7-fa04-4c5f-a22a-44dea7f03938&feed=qltQrd_8","summary":"Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their latest portfolio moves. CNBC's Leslie Picker recaps her exclusive interview with Citigroup CEO Jane Fraser. CNBC's Michael Santoli joins with his Midday Word. The earnings setup is on Cisco Systems. Investment Committee Disclosures","meta_description":"Scott Wapner and the Investment Committee discuss the state of the AI trade as the S&P runs towards another milestone level. The experts detail their late…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2840,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/state-of-the-ai-trade-5-8-26/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/state-of-the-ai-trade-5-8-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}