A Season of Excuses and a Major Divergence in the Semi Space

episode

CNBC's "Fast Money" not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Booked out doesn't mean you're ready for an associate OD 23 min · 23 Sep 2026 · The Optometry Success Podcast

Could sofa theory help you find your ideal partner? 4 min · 23 Sep 2026 · Do you really know?

Behind The Scenes At Vogue World Milano 28 min · 23 Sep 2026 · The Run-Through with Vogue

Is end-to-end encryption really secure? 4 min · 23 Sep 2026 · Do you really know?

Do tongue scrapers actually help with bad breath? 5 min · 23 Sep 2026 · Do you really know?

Lab Notes: Have we found dark matter? 10 min · 23 Sep 2026 · The Science Show

Report any issue

Source

Recorded13 Oct 2021

Publisherfeeds.simplecast.com ↗

Handlerec:4942013

Show notes

Rising fuel costs, labor shortages, supply chain issues -- there are plenty of reasons companies are cutting guidance for the fourth quarter. But with markets near all-time highs, are investors sufficiently pricing in the risks? Plus reports Apple is cutting iPhone production sending its chip suppliers lower today. But it wasn’t all bad news in the semi space. How we’re trading the names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in