Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26 episode artwork

EPISODE · Jul 24, 2026 · 43 MIN

Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

from The Exchange · host CNBC

Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be good for Apple. Plus, the bullish options action ahead of the busiest week of this earnings season.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be good for Apple. Plus, the bullish options action ahead of the busiest week of this earnings season.

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Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

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