{"podcast":{"title":"Moving Markets","slug":"moving-markets-5478198","podcast_index_feed_id":5478198,"rss_url":"https://feeds.transistor.fm/moving-markets","website_url":"http://www.juliusbaer.com","image_url":"https://img.transistorcdn.com/vDHaJDrwYOS7iJuQC5X9ty_2NRtbjCGMS2tBXARGrS0/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xNjUy/MmQxYWUyZDEwNTA1/OTJhNzY2OWUxMTU2/OGM4ZS5qcGc.jpg","author":"Adventurous Media","episode_count":1051,"summary":"Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.","last_synced_at":"2026-07-25T12:22:05.936399+00:00","page_url":"https://stenobird.com/podcast/moving-markets-5478198"},"episode":{"title":"Chip stocks enter bear market: healthy consolidation or change in trend?","slug":"chip-stocks-enter-bear-market-healthy-consolidation-or-change-in-trend","published_at":"2026-07-20T06:48:23+00:00","page_url":"https://stenobird.com/podcast/moving-markets-5478198/chip-stocks-enter-bear-market-healthy-consolidation-or-change-in-trend","show_page_url":"https://stenobird.com/podcast/moving-markets-5478198","url":"https://share.transistor.fm/s/1ae8de07","audio_url":"https://media.transistor.fm/1ae8de07/49bba24c.mp3","summary":"Semiconductor stocks have plunged more than 20% from their recent highs, officially entering bear market territory after China’s Moonshot launched its Kimi K3 model sparking fears of intensifying global competition. Amid rising concerns over stretched valuations, geopolitical risks, and a critical earnings week ahead – including reports from Alphabet, SK Hynix, and Tesla – markets stand at a crossroads. Mensur Pocinci, Head of Technical Analysis, explains why the long-term uptrend of semiconductors remains intact despite the sell-off and what this means for broader equity markets. (00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:38) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:13) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.","meta_description":"Semiconductor stocks have plunged more than 20% from their recent highs, officially entering bear market territory after China’s Moonshot launched its Kim…","key_points":[],"chapters":[],"topics":[],"duration_seconds":597,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/chip-stocks-enter-bear-market-healthy-consolidation-or-change-in-trend/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/moving-markets-5478198/chip-stocks-enter-bear-market-healthy-consolidation-or-change-in-trend.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}