The practical story today is scarcity. Scarce power for AI, scarce near-term chip supply, scarce float in a newly indexed mega-name, and scarce room for rates to fall if fiscal spending stays hot.

• Trump child accounts

• AI compute bottleneck

• Hyperscaler spending and Microsoft's shift

• Semis, memory, and Broadcom-Apple

• SpaceX index inclusion

• AI pricing, economics, and geopolitics

• Rates, oil, and market structure

• Financials, biotech, and market plumbing

Sources:

• Squawk Pod — Trump Accounts Launch: Brad Gerstner 7/6/26: https://www.cnbc.com/

• Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Intel 7/6/26: https://www.cnbc.com/

• The Exchange — Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26: https://www.cnbc.com/

• Worldwide Exchange — Markets, AI and Fed uncertainty drive the second half 7/6/26: https://www.cnbc.com/

• Halftime Report — The Momentum Rebound: How to Trade it 7/6/26: https://www.cnbc.com/

• Squawk on the Street — 11AM Hour: Elevation Partners' Roger McNamee on the AI Trade, Microsoft Announces Layoffs & IMAX CEO on Holiday Box Office 7/6/26: https://www.cnbc.com/

• Power Lunch — TeraWulf’s Data Center Deal, Trump Accounts Launch, and the State of Energy & Tech 7/6/26: https://www.cnbc.com/

• Squawk on the Street — 10AM Hour: BNY CEO on Trump Accounts, Chip Stocks Rebound, Trump calls FIFA President Over Red Card 7/6/26: https://www.cnbc.com/

• Closing Bell — Closing Bell: 7/6/26: https://www.cnbc.com/

• Squawk on the Street — White House History: President Trump Rings the NYSE and Nasdaq Opening Bells 7/6/26: https://www.cnbc.com/