{"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":"How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware)","slug":"how-chip-stocks-became-wall-street-s-favorite-ai-bet-ft-jason-ware","published_at":"2026-07-13T02:10:07+00:00","page_url":"https://stenobird.com/podcast/the-rundown-6758831/how-chip-stocks-became-wall-street-s-favorite-ai-bet-ft-jason-ware","show_page_url":"https://stenobird.com/podcast/the-rundown-6758831","url":"https://podcasters.spotify.com/pod/show/the-rundown6/episodes/How-Chip-Stocks-Became-Wall-Streets-Favorite-AI-Bet-ft--Jason-Ware-e3m0col","audio_url":"https://traffic.megaphone.fm/APO7247017791.mp3","summary":"Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.","meta_description":"Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the m…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1524,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/how-chip-stocks-became-wall-street-s-favorite-ai-bet-ft-jason-ware/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/how-chip-stocks-became-wall-street-s-favorite-ai-bet-ft-jason-ware.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}