# Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26

Page: https://stenobird.com/podcast/the-exchange-431205/semis-outperforming-mag-7-warsh-s-first-move-spacex-ipo-impact-on-markets-5-28-26
Text version: https://stenobird.com/podcast/the-exchange-431205/semis-outperforming-mag-7-warsh-s-first-move-spacex-ipo-impact-on-markets-5-28-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-05-28T18:41:37+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/5bef9e35-76b0-444a-9af6-f0f434a83e1f/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=5bef9e35-76b0-444a-9af6-f0f434a83e1f&feed=tc4zxWgX
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/semis-outperforming-mag-7-warsh-s-first-move-spacex-ipo-impact-on-markets-5-28-26
Duration seconds: 2622

## Resource

Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with his thoughts on Kevin Warsh’s first move as Fed Chair. And we dig into the SpaceX IPO and its impact on the benchmarks with a market structure expert.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/semis-outperforming-mag-7-warsh-s-first-move-spacex-ipo-impact-on-markets-5-28-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-exchange-431205/semis-outperforming-mag-7-warsh-s-first-move-spacex-ipo-impact-on-markets-5-28-26.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.