# Chip Stocks Are On Fire — Will It Last?

Page: https://stenobird.com/podcast/prof-g-markets-6899881/chip-stocks-are-on-fire-will-it-last
Text version: https://stenobird.com/podcast/prof-g-markets-6899881/chip-stocks-are-on-fire-will-it-last.md
Podcast: [Prof G Markets](https://stenobird.com/podcast/prof-g-markets-6899881)
Published: 2026-07-01T08:15:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP8570550804.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP8570550804.mp3
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Duration seconds: 1891

## Resource

Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its remaining media assets and what it means for the future of conglomerates. Finally, Ed gives his take on Trump’s strategy to lower gas prices. Stacy Rasgon is a Senior Analyst at Bernstein. Rohan Goswami is a Business Reporter at Semafor and the co-host of Compound Interest. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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