# [TOP STORY] How AI and semiconductors are reshaping the market

Page: https://stenobird.com/podcast/moneywebnow-1014615/top-story-how-ai-and-semiconductors-are-reshaping-the-market
Text version: https://stenobird.com/podcast/moneywebnow-1014615/top-story-how-ai-and-semiconductors-are-reshaping-the-market.md
Podcast: [MoneywebNOW](https://stenobird.com/podcast/moneywebnow-1014615)
Published: 2026-06-18T06:46:00+00:00
Episode link: https://iono.fm/e/1687052
Audio file: https://dl.iono.fm/epi/prov_216/epi_1687052_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/moneywebnow-1014615/episodes/top-story-how-ai-and-semiconductors-are-reshaping-the-market
Duration seconds: 380

## Resource

‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them’ – Sean Ashton, Private Clients by Old Mutual.

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## Transcript

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