# Semiconductors Breaking Down? | Mish Schneider's Top Stock Picks, Energy Outlook & China Rebound

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/semiconductors-breaking-down-mish-schneider-s-top-stock-picks-energy-outlook-china-rebound
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/semiconductors-breaking-down-mish-schneider-s-top-stock-picks-energy-outlook-china-rebound.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-18T16:37:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8699730997.mp3
Audio file: https://traffic.megaphone.fm/FPMN8699730997.mp3
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Duration seconds: 2278

## Resource

Are semiconductors losing leadership just as new opportunities emerge elsewhere in the market? On this episode of ⁠Financial Compass⁠, host Todd M. Schoenberger welcomes Mish Schneider, Founder of the Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for a wide-ranging discussion on the technical and macro forces shaping Wall Street. Mish explains why semiconductor stocks have begun to lose momentum, what investors should watch as earnings season unfolds, and why hyperscalers like Amazon and Google may benefit from the market's current rotation. She also shares her outlook for crude oil, natural gas, food commodities, and the possibility of negative inflation in the second half of 2026. The conversation highlights several actionable trading ideas, including PayPal, Planet Fitness, Unity Software, and the emerging opportunity in Chinese equities. Mish also discusses how weather patterns, global geopolitics, and technical analysis continue to influence commodity prices and investor sentiment. Are semiconductor stocks rolling over? AI infrastructure vs. hyperscaler opportunities Oil, natural gas, and the energy outlook Could inflation turn negative in late 2026? Food commodity trends and DBA analysis Why PayPal broke out 23% Planet Fitness technical setup and price targets Is China becoming a buying opportunity? Unity Software and AI-powered filmmaking The psychology of trading and Trades of Our Lives Whether you're an active trader or long-term investor, Financial Compass delivers practical technical analysis and macro insights designed to help you stay ahead of the market. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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