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Market 06/26: Quarter-End Rotation and Rebalancing

Negative AI news drags down semiconductors and South Korea

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If you missed our recent top articles:

Key Headlines:

  • Fed's Kashkari: Expects one rate hike this year

  • Trump accuses Iran of violating ceasefire

  • Chinese AI gains market share from US AI

  • US government restricts ChatGPT-5.6

  • OpenAI may delay IPO to 2027

  • Samsung, SK Hynix to invest nearly $1 trillion in AI

  • June UMich: Consumer sentiment improves

  • Goods trade deficit at 14-month high

  • SpaceX prepares to deploy Starlink mobile service

  • ON Semiconductor to acquire Synaptics in all-stock deal

  • New pricing per GPU/hour includes:

  • Cash:

  • Heatmap clearly shows:

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