What finance podcasts are saying about

SMH

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4 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 05:00

Semiconductor sell-off was a margin call, not a sector thesis

“The hosts argued the recent sharp decline in semiconductor stocks was driven by a concentrated hedge fund margin call, not a broad-based sector sell-off, explaining the divergence from typical market patterns.”

In depth · 4/5Verify in source →

3 AUG2D AGOCNBC FAST MONEY · 05:00

Software rotation from semis on AI monetization

“The desk argued that software stocks (IGV) are seeing a rotation from semis (SMH) as earnings from hyperscalers like Microsoft and Amazon show a clearer path to AI monetization and reassure on growth.”

In depth · 4/5Verify in source →

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