# 9am Hour: Global Chip Sell-Off, Netflix Tumbles, Apple Reclaims the Market Cap Crown 7/17/26 Page: https://stenobird.com/podcast/squawk-on-the-street-731896/9am-hour-global-chip-sell-off-netflix-tumbles-apple-reclaims-the-market-cap-crown-7-17-26 Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/9am-hour-global-chip-sell-off-netflix-tumbles-apple-reclaims-the-market-cap-crown-7-17-26.md Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896) Published: 2026-07-17T14:47:49+00:00 Episode link: https://www.cnbc.com Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/f4402c9a-cb0e-41d1-9a91-7aa48de6a90b/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=f4402c9a-cb0e-41d1-9a91-7aa48de6a90b&feed=GcylmXl7 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/squawk-on-the-street-731896/episodes/9am-hour-global-chip-sell-off-netflix-tumbles-apple-reclaims-the-market-cap-crown-7-17-26 Duration seconds: 2546 ## Resource Wrapping up a volatile week for stocks, Carl Quintanilla, Sara Eisen and Michael Santoli delved into the chip sector extending its global sell-off on AI jitters. The anchors reacted to Netflix shares tumbling on current quarter guidance that indicated slower growth. TD Cowen analyst John Rutledge joined the Netflix conversation. Apple gets an analyst upgrade and surpasses Nvidia to reclaim the title of the world's most valuable company. Also in focus: Shares of SpaceX slide further below their $135 IPO price after an aborted Starship launch, Micron falls out of the trillion-dollar market cap club, PayPal M&A watch, LeBron James speaks about Nike's challenges, oil rallies on U.S.-Iran tensions, President Xi's AI game plan for China. Squawk on the Street Disclaimer ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/squawk-on-the-street-731896/episodes/9am-hour-global-chip-sell-off-netflix-tumbles-apple-reclaims-the-market-cap-crown-7-17-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/squawk-on-the-street-731896/9am-hour-global-chip-sell-off-netflix-tumbles-apple-reclaims-the-market-cap-crown-7-17-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.