# House View Daily | Equities can move higher despite tech sell-off Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off.md Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249) Published: 2026-06-24T11:57:00+00:00 Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2024%20June%202026.mp3 Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2024%20June%202026.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-equities-can-move-higher-despite-tech-sell-off Duration seconds: 658 ## Resource Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we also expect that the next phase of stock gains will come from a broader range of opportunities. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-equities-can-move-higher-despite-tech-sell-off/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off.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.