Episode

Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

Podcast: The Exchange
Published: Jul 24, 2026
Duration seconds: 2639
Processing state: not_requested
Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/ea967be1-a85e-47d3-842c-daa787af41a1/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=ea967be1-a85e-47d3-842c-daa787af41a1&feed=tc4zxWgX
JSON: /v1/public/podcasts/the-exchange-431205/episodes/semis-suffer-capex-concerns-crop-up-and-bullish-bets-7-24-26
Markdown: /podcast/the-exchange-431205/semis-suffer-capex-concerns-crop-up-and-bullish-bets-7-24-26.md

Actions

POST https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/semis-suffer-capex-concerns-crop-up-and-bullish-bets-7-24-26/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/the-exchange-431205/semis-suffer-capex-concerns-crop-up-and-bullish-bets-7-24-26.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be good for Apple. Plus, the bullish options action ahead of the busiest week of this earnings season.