Episode

Can the Rally Outrun Semi Weakness? 7/28/26

Podcast: Halftime Report
Published: Jul 28, 2026
Duration seconds: 2636
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/24a0a944-2a0d-4a10-abb8-a43831ab4d44/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=24a0a944-2a0d-4a10-abb8-a43831ab4d44&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/can-the-rally-outrun-semi-weakness-7-28-26.md

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Summary

Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. Investment Committee Disclosures