{"podcast":{"title":"The Rundown","slug":"the-rundown-6758831","podcast_index_feed_id":6758831,"rss_url":"https://anchor.fm/s/f06a1be8/podcast/rss","website_url":"https://hoo.be/therundown","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40234858/40234858-1771514111928-3e466e67e524d.jpg","author":"Public.com","episode_count":775,"summary":"Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.","last_synced_at":"2026-08-01T04:17:14.677672+00:00","page_url":"https://stenobird.com/podcast/the-rundown-6758831"},"episode":{"title":"Deep Dive: Are Chip Stocks in a Bubble?","slug":"deep-dive-are-chip-stocks-in-a-bubble","published_at":"2026-05-09T12:22:42+00:00","page_url":"https://stenobird.com/podcast/the-rundown-6758831/deep-dive-are-chip-stocks-in-a-bubble","show_page_url":"https://stenobird.com/podcast/the-rundown-6758831","url":"https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Deep-Dive-Are-Chip-Stocks-in-a-Bubble-e3j4e6a","audio_url":"https://traffic.megaphone.fm/APO4701008437.mp3","summary":"In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again? Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall. Check out our Sandisk deep dive: [ YouTube ][ Spotify ]","meta_description":"In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just ha…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1085,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/deep-dive-are-chip-stocks-in-a-bubble/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-rundown-6758831/deep-dive-are-chip-stocks-in-a-bubble.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}