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Can the Rally Outrun Semi Weakness? 7/28/26 artwork
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Can the Rally Outrun Semi Weakness? 7/28/26

Halftime Report by CNBC

Jul 28, 202600:43:56Business

Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link det...

About This Episode

Can the Rally Outrun Semi Weakness? 7/28/26 is an episode from Halftime Report by CNBC. Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Jos...

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This episode belongs to Halftime Report.

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Episode Details

Published Jul 28, 2026, 00:43:56 long, audio available.