Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26

半途而废之际……于“昂贵”市场中导航 9/18/26

CNBC's "Fast Money"

2026-09-19

43 分钟
PDF

单集简介 ...

A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility.  Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
更多

单集文稿 ...

  • At Edward Jones, we believe rich is more than caring about the latest and greatest.

  • It's also taking care of what gives your life meaning.

  • That's why your dedicated financial advisor meets you where you are with personalized financial strategies

  • that help protect what matters so you can preserve your progress while creating a path forward.

  • Key to being rich is knowing what counts.

  • Let's find your rich together.

  • Edward Jones, member SIPC.

  • Mazda has been named Consumer Reports' safest new car brand.

  • It starts with our approach.

  • Every Mazda comes standard with proactive safety features, so you're more aware of what's around you,

  • more focused on the road ahead, and ready before problems ever start.

  • Mazda.

  • More of what matters most to you.

  • Go to MazdaUSA.com to learn more.

  • Consumer Reports does not endorse or promote any product.

  • Live from the NASDAQ market site in the heart of New York City's Times Square, this is Fast Money.

  • Here's what's on tap tonight.

  • Semis at a crossroads.

  • The group trading well off record highs, but what happens next could set the tone for the trade and the markets.

  • Which way is it going?