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Charles’ Take: Is the Semiconductor Rally Over? episode artwork

EPISODE · Jul 14, 2026 · 7 MIN

Charles’ Take: Is the Semiconductor Rally Over?

from Charles Payne's Unstoppable Prosperity Podcast · host FOX News Podcasts

Charles Payne is joined by Paul Hickey, Co-Founder of Bespoke Investment Group, to discuss why the recent pullback in semiconductor stocks represents standard quarter-end portfolio rebalancing rather than the end of the tech trade, and to identify market opportunities in mega-cap tech names like Nvidia and Oracle.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode metadata supplied by the publisher feed · Published Jul 14, 2026

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Charles’ Take: Is the Semiconductor Rally Over?

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This episode was published on July 14, 2026.

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