Pinkspider
07-02 09:32

Nasdaq $NDAQ said companies listing on its exchange raised $129.3B in the first half of 2026, marking the strongest first half for listings in U.S. exchange history.

Markets Rotate: Defend or Buy the Tech Dip?
The Nasdaq 100 fell 1.73% while the Dow surged nearly 590 points to a record high, after June nonfarm payrolls added only 57,000 jobs — a sharp miss that triggered a mass rotation out of AI capex beneficiaries and into Dow value stocks. Semiconductors, optical networking names, and Meta were all sold off, with defensive assets and rate-cut beneficiaries emerging as new destinations. Following yesterday's hardware-to-software shift, today's rotation escalated into a full AI capex-to-value pivot — will you follow this move?
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