# Charles’ Take: Is the Semiconductor Rally Over?

Page: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-is-the-semiconductor-rally-over
Text version: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-is-the-semiconductor-rally-over.md
Podcast: [Charles Payne's Unstoppable Prosperity Podcast](https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677)
Published: 2026-07-14T01:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM9589016428.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM9589016428.mp3
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JSON: https://stenobird.com/v1/public/podcasts/charles-payne-s-unstoppable-prosperity-podcast-6510677/episodes/charles-take-is-the-semiconductor-rally-over
Duration seconds: 433

## Resource

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

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## Transcript

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