The market story changed fast. Chips are still driving earnings, but the leadership is widening, the biggest tech names just took a historic hit, and a lot of this tape now depends on whether AI spending holds up.

• Semiconductors and AI capex

• Memory pricing and valuation stress points

• Breadth, rotation, and where money is moving

• Healthcare, GLP-1s, and M&A

• Fed, inflation, and the earnings cushion

• Oil, gasoline, and the consumer squeeze

• Banks, alternatives, and capital flows

• AI regulation, autonomy, crypto, and space

Sources:

• Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Intel 6/30/26: https://www.cnbc.com/

• The Exchange — Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26: https://www.cnbc.com/

• Closing Bell — Closing Bell Overtime: Chip stocks had their best quarter ever while big tech lagged. What’s ahead for the second half of the trading year? 6/30/26: https://www.cnbc.com/

• Power Lunch — Semiconductors Surge in Q2, Recapping Healthcare’s Historic Run, and Checking on the Call to Flee Financials 6/30/26: https://www.cnbc.com/

• Squawk on the Street — 10AM Hour: Tech's Historic Quarter (& What Comes Next), SCOTUS Birthright Decision, & LIVE: Fed's Beth Hammack 6/30/26: https://www.cnbc.com/

• Squawk on the Street — 9am Hour: Midpoint for the Markets: Bulls Rule Q2 and the 1st Half 6/30/26: https://www.cnbc.com/

• Closing Bell — Closing Bell: 6/30/26: https://www.cnbc.com/

• Squawk on the Street — 11AM Hour: Bank of England Chief, Q3 Tech Playbook, & Apple's AI Arms Race 6/30/26: https://www.cnbc.com/

• Worldwide Exchange — Morning Call 6/30/26: https://www.cnbc.com/

• Squawk Pod — “Grocery Price Emergency” & Crypto’s Tough 2026 6/30/26: https://www.cnbc.com/

• Halftime Report — The Best Quarter for Stocks in 6 Years 6/30/26: https://www.cnbc.com/