# Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26

Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26
Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26.md
Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199)
Published: 2026-09-18T22:11:19+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/dda591cc-7a43-4177-8819-4b3ae41d5172/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=dda591cc-7a43-4177-8819-4b3ae41d5172&feed=szW8tJ16
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26
Duration seconds: 2582

## Resource

A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility. Fast Money Disclaimer

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.