# 9am Hour: Taiwan Semi and AI Trade Pain, UnitedHealth Surges, SpaceX Falls Below IPO Price 7/16/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/9am-hour-taiwan-semi-and-ai-trade-pain-unitedhealth-surges-spacex-falls-below-ipo-price-7-16-26
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Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-07-16T14:40:42+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/2f9c027a-6a02-4890-b13b-9be76865c31e/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=2f9c027a-6a02-4890-b13b-9be76865c31e&feed=GcylmXl7
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Duration seconds: 2578

## Resource

Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for UnitedHealth Group, up sharply on its blowout earnings and raised guidance. The anchors discussed the SpaceX stock slump one day after shares fell below their $135 IPO price for the first time ever. Also in focus: Earnings movers from GE Aerospace to United Airlines; June retail sales reaction; Uber to buy Germany's Delivery Hero in a $14.8 billion deal; Eli Lilly's psychedelic M&A takeover; FDA approves Merck's new cholesterol pill; Trump Media's new move; Cramer previews the CNBC Investing Club Monthly Meeting. Squawk on the Street Disclaimer

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## Transcript

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