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

Page: https://stenobird.com/podcast/halftime-report-40380/can-the-rally-outrun-semi-weakness-7-28-26
Text version: https://stenobird.com/podcast/halftime-report-40380/can-the-rally-outrun-semi-weakness-7-28-26.md
Podcast: [Halftime Report](https://stenobird.com/podcast/halftime-report-40380)
Published: 2026-07-28T17:11:43+00:00
Episode link: https://www.cnbc.com
Audio file: 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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JSON: https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/can-the-rally-outrun-semi-weakness-7-28-26
Duration seconds: 2636

## Resource

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

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## Transcript

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