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Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heavy and...
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point is an episode from On The Tape by RiskReversal Media. Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficia...
This episode belongs to On The Tape.
Use the player on this page to stream the episode online.
Published Apr 24, 2026, 38:08 long, audio available.
May 6, 2026 - 47:55
May 4, 2026 - 26:54
May 1, 2026 - 45:45
You can listen to Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point online on Radio and Podcast. Open the player on this page to stream the available audio.
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point is an episode from On The Tape by RiskReversal Media.
This episode is 38:08 long.
This episode was published on Apr 24, 2026.
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