# Charles’ Take: Buy the Semiconductor Dip or Run for Cover?

Page: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-buy-the-semiconductor-dip-or-run-for-cover
Text version: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-buy-the-semiconductor-dip-or-run-for-cover.md
Podcast: [Charles Payne's Unstoppable Prosperity Podcast](https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677)
Published: 2026-07-16T01:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM5161256597.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM5161256597.mp3
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Duration seconds: 426

## Resource

Charles Payne is joined by Jessica Inskip, Director of Investor Research at Stockbrokers.com, to discuss how post-earnings sell-offs and overseas leverage are driving current market volatility. They explore buying opportunities for long-term investors amid pullbacks in semiconductor leaders like ASML, Micron, and Taiwan Semiconductor, while also assessing shifting software and hardware demands and noting potential headline risks in upcoming mergers and acquisitions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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