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Jul 15, 2026
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2 min read
Morgan Stanley says AI investors may rotate from semiconductor stocks toward hyperscalers and other sectors as chip shares weaken and rate fears ease.
Jul 14, 2026
U.S. stocks rose on July 13, 2026 as Broadcom’s extended Apple chip deal lifted semiconductors and investors looked toward a strong second-quarter earnings season.
Jul 13, 2026
U.S. job growth slowed sharply in June, easing pressure for near-term Fed hikes while keeping the labor market stable enough to support stocks.
Jul 10, 2026
Lime shares rose in their Nasdaq debut, valuing the Uber-backed micromobility company at about $1.7 billion as the U.S. IPO market continued reopening.
Jul 8, 2026
U.S. stocks ended June higher as technology and chip shares rallied, capping the strongest quarter since 2020 for the S&P 500 and Nasdaq despite war and rate risks.
Jul 7, 2026
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.
