EPISODE · Jun 23, 2026 · 42 MIN
AI pullback, SpaceX risks and earnings take center stage 6/23/26
from Morning Call · host CNBC
Markets are digesting a global tech selloff as investors weigh whether the recent pullback in semiconductors and AI stocks is a healthy reset or the start of a broader correction. Plus, concerns around massive AI spending, SpaceX valuation risks and insider selling pressure are raising new questions about some of the market’s hottest trades. Later, Micron earnings, FedEx results, and consumer spending trends could provide key signals on the strength of the economy and the next move for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Markets are digesting a global tech selloff as investors weigh whether the recent pullback in semiconductors and AI stocks is a healthy reset or the start of a broader correction. Plus, concerns around massive AI spending, SpaceX valuation risks and insider selling pressure are raising new questions about some of the market’s hottest trades. Later, Micron earnings, FedEx results, and consumer spending trends could provide key signals on the strength of the economy and the next move for stocks.
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AI pullback, SpaceX risks and earnings take center stage 6/23/26
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