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

Page: https://stenobird.com/podcast/morning-call-1336247/ai-pullback-spacex-risks-and-earnings-take-center-stage-6-23-26
Text version: https://stenobird.com/podcast/morning-call-1336247/ai-pullback-spacex-risks-and-earnings-take-center-stage-6-23-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-06-23T10:49:51+00:00
Episode link: https://www.cnbc.com
Audio file: 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
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-pullback-spacex-risks-and-earnings-take-center-stage-6-23-26
Duration seconds: 2551

## Resource

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.

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## Transcript

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