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• Hedge funds sold the most US information technology equities on record in the week ending June 25, according to Goldman Sachs data beginning in 2016.
1. HALF-YEAR CLOSE: Nasdaq +19.6% Q2, Best Quarter Since 2020; S&P 500 Best First Half in 5 Years; DJIA Record Close Monday; Final Session Today
The US equity market delivered a strong risk-on performance on June 29, 2026, with investors rotating back into growth and cyclical sectors. Consumer Discretionary and Technology led gains, while Communication Services and Industrials also attracted significant buying interest. The session reflected improving investor confidence …
The ASX sector rotation profile on June 29, 2026, reflects a market still led by defensive sectors, although momentum is gradually broadening across the market. Health Care, Consumer Staples, Communication Services, and Utilities continue attracting institutional capital, while Technology and Financials are showing encouraging …
1. IRAN/HORMUZ: U.S. and Iran Agree to "Stand Down" After Weekend Attacks; Hormuz Vessels Moving Freely; Technical Talks Resume; WTI Back Above $70
The US sector rotation profile on June 26, 2026, continues to reflect a market environment characterised by strong defensive leadership and broad sector participation. Utilities, Financials, Health Care, Consumer Staples, and Real Estate continue attracting institutional capital, while Consumer Discretionary steadily improves its momentum …
The US equity market delivered a mixed but generally constructive performance on June 26, 2026, with investors rotating into defensive and interest-rate-sensitive sectors while reducing exposure to technology and industrial shares. Health Care emerged as the clear market leader, while Real Estate and consumer-related …
• Microsoft, Amazon, and Google have collectively invested tens of billions into OpenAI and Anthropic while simultaneously developing lower-cost competing AI models.
U.S. equity markets close out the first half of 2026 with the S&P 500 up more than 7% for the year, but June has been a rougher month, with semiconductor shares seeing outsized volatility as investors calibrate their AI optimism against a Federal Reserve …
• SpaceX raised $75 billion on June 12 in the largest IPO in stock market history, listing on Nasdaq under ticker SPCX at $135 per share.
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