TheBitCast

Big Tech Beats, Chips Break: Is This a Dip or a Breakdown?

Podcast: Markets Daily · Jellypod

Opublikowano: 2026-10-22

Meta and Tesla beat on earnings but fell as investors questioned their spending plans, while a disappointing Lam Research outlook sent chip stocks lower and dragged futures down. Ray Calloway weighs whether the semiconductor selloff is a dip or a breakdown, with rising oil prices, bond yields, global markets and the day’s economic calendar in view.