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Jul 7, 2026
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2 min read
Bubble concerns are rising as semiconductor risk measures approach extremes and U.S. stock valuations remain near records, even as broader participation supports the rally.
Jul 6, 2026
U.S. stocks rallied on July 2, 2026 as Middle East hostilities eased, technology shares recovered, and index changes lifted SpaceX and Alphabet.
Jul 3, 2026
Sovereign investors managing $29 trillion are prioritizing energy infrastructure, gold, and portfolio resilience as concerns grow over U.S. debt and the dollar’s reserve role.
Jul 1, 2026
Micron’s market value climbed above Meta and briefly passed Tesla after strong forecasts and $22 billion in customer commitments reinforced demand for AI memory chips.
Jun 30, 2026
Cerebras reported quarterly revenue of $193.4 million in its first update since going public, nearly doubling from a year earlier as demand for specialized AI chips increased.
Jun 29, 2026
SpaceX launched a bond sale worth at least $25 billion to refinance bridge debt and fund its expansion, drawing nearly $85 billion in investor orders.
Jun 26, 2026
U.S. stocks fell on June 25, 2026, as semiconductor shares plunged, investors questioned debt-funded AI spending, and expectations grew for two Fed rate hikes by December.
Jun 24, 2026
The S&P 500 and Nasdaq fell on June 23, 2026, as SpaceX, Alphabet, and other megacap technology stocks declined while Iran talks lowered oil prices and supported parts of the broader market.
Jun 23, 2026
U.S. stocks traded unevenly on June 22, 2026 as investors awaited Kevin Warsh’s first Fed decision, strong retail sales supported the economy, and chip shares rebounded.
