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

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 18 Sep 2026, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/dda591cc-7a43-4177-8819-4b3ae41d5172/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=dda591cc-7a43-4177-8819-4b3ae41d5172&feed=szW8tJ16

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.

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