The average investor is turning away from the Magnificent 7: flows confirm the rotation
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 9
Planet Labs +8%, Rocket Lab +5%, SpaceX +4%: the space rally self-amplifies
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
Daniel Schmidt
Q3 2026, Day 1: Laggards Take the Lead, Sector Rotation Settles In
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 8
Eleanor Whitfield
S&P 500: Air Escapes AI Stocks - Deep Rotation Confirmed at Quarter-End
As this quarter draws to a close, the S&P 500 declines under the weight of "overinflated" AI mega-caps—while Palantir, a symbol of defense AI, faces a severe valuation test. The value-growth rotation that began on June 23 is now confirmed.
Jun 29, 2026 at 17:16 6 8
Eleanor Whitfield
Marvell, Micron, Coherent: The AI Semiconductor Rebound Masks a Structural Market Reshaping
Three signals in 24 hours on AI semiconductors - Marvell +$5B in guidance, Micron beats Nvidia on a key indicator, Coherent repositions on compute deflation. June's tech sell-off gives way to brutal selectivity.
Jun 28, 2026 at 15:39 9 8
Eleanor Whitfield
Low Oil Prices and the Fed: The Deflationary Paradox That Could Trap Warsh
WTI below $70 is usually good news. Not this time. With core PCE at +4.0%, energy disinflation masks services inflation and puts the Fed in an untenable position.
Jun 26, 2026 at 23:04 12 10
Heinrich Vogel
S&P 500: Equal-Weight Rises, Cap-Weight Falls – The Rotation Signal Is Clear
The divergence between the weighted S&P 500 and its equal-weighted equivalent is not a technical artifact. It is the signature of a liquidity redistribution—away from mega-caps, toward discounted value.
Jun 26, 2026 at 23:04 21 23
Sofia Marchetti
The June 2026 tech sell-off explained: the two mechanisms behind the correction
The pullback in technology markets since mid-June 2026 is no accident: it is the result of two structural forces that reinforce each other and are reshaping the sectoral geography of portfolios.
Jun 26, 2026 at 15:55 14 11
Eleanor Whitfield
MiCA D-4: Binance Officially Announces Its Suspension in Europe – The Shutdown Is Real
With four days left before the MiCA deadline (June 30, 2026), Binance confirms the suspension of its services in several member states. European users are left without access. Licensed players are taking a stand.
Jun 26, 2026 at 08:37 15 13
Lars Eriksson
Sell-off tech J+3: value rotation firmly established, Nasdaq consolidates in range - mechanisms confirmed
Three days after the start of the correction (June 23), the value/industrials rotation is confirmed. The Nasdaq-100 is targeting the 19,200-19,500 pts range. The Iran deal failed to counterbalance the pressure. Thursday's PCE is now the sole pivot of the week.
Jun 25, 2026 at 09:45 10 8
Eleanor Whitfield
Tech sell-off June 2026: rotation accelerates, mechanisms revealed
The Nasdaq-100 drops 3% in a single session, Big Tech spreads contagion to Asian and European markets. This isn't an ordinary technical correction-it's the bill for an overvalued AI premium meeting persistent long-term rates.
Jun 25, 2026 at 02:57 8 8
Eleanor Whitfield
iCapital Integrates UMBFS into its DLT Platform: The Tokenized Alternatives Infrastructure Strengthens
iCapital has integrated US Bancorp Fund Services as a fund administrator into its DLT platform. A discreet yet critical component: it connects institutional tokenization and traditional fund administration at scale for the first time.
Jun 24, 2026 at 18:03 11 8
