Charles’ Take: Is the Semiconductor Rally Over?
Podcast: Charles Payne's Unstoppable Prosperity PodcastPublished On: Tue Jul 14 2026
Description: Charles Payne is joined by Paul Hickey, Co-Founder of Bespoke Investment Group, to discuss why the recent pullback in semiconductor stocks represents standard quarter-end portfolio rebalancing rather than the end of the tech trade, and to identify market opportunities in mega-cap tech names like Nvidia and Oracle. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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