# Closing Bell Overtime: Markets Pause as AI Leaders Cool and Big Tech Faces Its Next Test 7/10/26

Page: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-overtime-markets-pause-as-ai-leaders-cool-and-big-tech-faces-its-next-test-7-10-26
Text version: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-overtime-markets-pause-as-ai-leaders-cool-and-big-tech-faces-its-next-test-7-10-26.md
Podcast: [Closing Bell](https://stenobird.com/podcast/closing-bell-5237668)
Published: 2026-07-10T21:11:38+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/d13412e5-373f-49ef-b0d3-745a4f74427f/episodes/6bf297c1-0beb-491b-8e94-b5eb2be94973/audio/128/default.mp3?aid=rss_feed&awCollectionId=d13412e5-373f-49ef-b0d3-745a4f74427f&awEpisodeId=6bf297c1-0beb-491b-8e94-b5eb2be94973&feed=Nh1wIaXT
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Duration seconds: 3006

## Resource

Our Kristina Partsinevelos examines SK Hynix's latest developments and what it means for the memory trade. Beeneet Kothari of Tekne Capital Management explains why the AI infrastructure story remains intact and where he sees opportunity across semiconductors. Steven Wieting of Citi Wealth steps back to assess the broader market, the economy, bond yields and currencies and explains how investors should position as macro forces evolve. Laura Martin of Needham discusses Apple, Reddit and Meta and where she sees the best opportunities across big tech, plus looks ahead to Netflix earnings.

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## Transcript

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