Episode

AI pullback, SpaceX risks and earnings take center stage 6/23/26

Podcast
Morning Call
Published
Jun 23, 2026
Duration seconds
2551
Processing state
not_requested
Canonical source
https://www.cnbc.com
Audio
https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/6bb8bd89-b495-48af-90bf-b2a89b950333/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=6bb8bd89-b495-48af-90bf-b2a89b950333&feed=Bt3ITxGl
JSON
/v1/public/podcasts/morning-call-1336247/episodes/ai-pullback-spacex-risks-and-earnings-take-center-stage-6-23-26
Markdown
/podcast/morning-call-1336247/ai-pullback-spacex-risks-and-earnings-take-center-stage-6-23-26.md

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Summary

Markets are digesting a global tech selloff as investors weigh whether the recent pullback in semiconductors and AI stocks is a healthy reset or the start of a broader correction. Plus, concerns around massive AI spending, SpaceX valuation risks and insider selling pressure are raising new questions about some of the market’s hottest trades. Later, Micron earnings, FedEx results, and consumer spending trends could provide key signals on the strength of the economy and the next move for stocks.