{"podcast":{"title":"UBS On-Air: Market Moves","slug":"ubs-on-air-market-moves-2992243","podcast_index_feed_id":2992243,"rss_url":"https://www.ubs.com/us/en/wealth-management/insights/podcasts/_jcr_content/root/contentarea/mainpar/toplevelgrid_1112494256/col_1/tabteaser/tabteasersplit/innergrid/col_1/responsivepodcast_co.itunes.xml","website_url":"https://www.ubs.com/us/en/wealth-management/insights/podcasts.html","image_url":"https://www.ubs.com/content/dam/podcasts/wma/Image/UBS_On-Air_Podcast_Logo-2.png","author":"Podcast owner","episode_count":300,"summary":"UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior","last_synced_at":"2026-07-28T08:17:13.858505+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243"},"episode":{"title":"Signal over Noise: Why the semiconductor pullback does not mean an AI glut","slug":"signal-over-noise-why-the-semiconductor-pullback-does-not-mean-an-ai-glut","published_at":"2026-07-20T09:01:45+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/signal-over-noise-why-the-semiconductor-pullback-does-not-mean-an-ai-glut","show_page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243","url":"https://www.ubs.com/content/dam/podcasts/wma/260720-signal-over-noise.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/260720-signal-over-noise.mp3","summary":"Semiconductors have seen a drop over the past month, raising the question of whether markets are starting to price in a real AI glut or simply reassessing a powerful rally. This episode explores why AI demand may prove more resilient than the recent sell-off suggests, where the real constraints are emerging across the infrastructure stack, and what that could mean for semiconductor stocks from here.","meta_description":"Semiconductors have seen a drop over the past month, raising the question of whether markets are starting to price in a real AI glut or simply reassessing…","key_points":[],"chapters":[],"topics":[],"duration_seconds":368,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/signal-over-noise-why-the-semiconductor-pullback-does-not-mean-an-ai-glut/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/signal-over-noise-why-the-semiconductor-pullback-does-not-mean-an-ai-glut.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}