{"podcast":{"title":"CNBC's \"Fast Money\"","slug":"cnbc-s-fast-money-385199","podcast_index_feed_id":385199,"rss_url":"https://feeds.simplecast.com/szW8tJ16","website_url":"https://www.cnbc.com","image_url":"https://image.simplecastcdn.com/images/92728f12-3d53-46b8-9a33-60e9b83ad72d/b76dd41f-8a3d-42e9-878f-e9bf9c8d572f/3000x3000/fast-money-podcast-cover-art-3000x3000-v05.jpg?aid=rss_feed","author":"CNBC","episode_count":2203,"summary":"Hosted by Melissa Lee and a roundtable of top traders, “Fast Money” breaks through the noise of the day, to deliver the actionable news that matters most to investors. Fast Money airs weeknights at 5p ET on CNBC. Visit http://fastmoney.cnbc.com for additional information.","last_synced_at":"2026-09-22T08:19:29.326583+00:00","page_url":"https://stenobird.com/podcast/cnbc-s-fast-money-385199"},"episode":{"title":"Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26","slug":"semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26","published_at":"2026-09-18T22:11:19+00:00","page_url":"https://stenobird.com/podcast/cnbc-s-fast-money-385199/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26","show_page_url":"https://stenobird.com/podcast/cnbc-s-fast-money-385199","url":"https://www.cnbc.com","audio_url":"https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/dda591cc-7a43-4177-8819-4b3ae41d5172/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=dda591cc-7a43-4177-8819-4b3ae41d5172&feed=szW8tJ16","summary":"A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility. Fast Money Disclaimer","meta_description":"A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it cou…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2582,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/cnbc-s-fast-money-385199/semis-at-an-inflection-point-and-navigating-an-expensive-market-9-18-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}