Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26
About this episode
The episode discusses the recent market recalibration, focusing on semiconductor stocks, AI investments, and the evolving media landscape.
The market is recalibrating after a powerful AI-driven rally. Ben Bajarin of Creative Strategies explains why semiconductor and hardware stocks are cooling off and whether the Magnificent Seven can continue to carry the market. Adam Crisafulli of Vital Knowledge makes the case that AI remains the defining investment theme despite the recent pullback. Ben Silverman of Propagate Content discusses the changing media landscape, Netflix's recent weakness and why live programming is becoming increasingly valuable. Our Eamon Javers reports on the close of the SEC's public comment period on proposed changes to quarterly reporting requirements. Jonathan Krinsky of BTIG explains why semiconductor charts have deteriorated while REITs are beginning to stand out on a technical basis.
People in this episode
Guests: Ben Bajarin, Adam Crisafulli, Ben Silverman, Eamon Javers, Jonathan Krinsky
Topics covered
- semiconductors
- AI investment
- media landscape
- quarterly reporting
- market analysis
Keywords
- semiconductors
- AI
- market analysis
- media landscape
- quarterly reporting
- investment themes
- Netflix
- live programming
Mentioned in this episode
Organizations: Creative Strategies, Vital Knowledge, Propagate Content, BTIG
More episodes of Closing Bell
- Closing Bell Overtime: Getting Ready For Big Tech Earnings 7/20/26
- Closing Bell: 7/20/26
- Closing Bell: 7/17/26
- Closing Bell Overtime: Positioning for the next leg of the AI trade; Netflix reports earnings 7/16/26
- Closing Bell 7/16/26
- Closing Bell Overtime: Big Tech Takes Leadership 7/15/26
Explore listener stats, chart rankings, contacts and more on the Closing Bell podcast page.