The big theme right now is control. Control of compute, control of models, control of data, and control of pricing power.

• Meta turns capex into product

• From renting models to owning them

• Palantir and NVIDIA make the ownership pitch

• GPU tightness is still real

• Memory names ripped, but the setup looks fragile

• The Fed gets quieter

• Rates, balance sheet, and the dollar

• Anthropic export rules show policy whiplash

• How AI regulation may evolve

• Market breadth is improving, but risk hasn't gone away

• Where investors are rotating

• Oil down, gasoline sticky

• Crypto politics and tokenized markets

• What to watch next

Sources:

• Squawk Pod — Palantir CEO Alex Karp: CEOs are Livid 7/1/26: https://www.cnbc.com/

• Closing Bell — Closing Bell Overtime: Markets Shift Focus as Meta Leads and Investors Size Up the Next Move 7/1/26: https://www.cnbc.com/

• Power Lunch — Markets Mixed to Start the Second Half of 2026: https://www.cnbc.com/

• Worldwide Exchange — Morning Call 7/1/26: https://www.cnbc.com/

• The Exchange — A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26: https://www.cnbc.com/

• Closing Bell — Closing Bell: 7/1/26: https://www.cnbc.com/

• Squawk on the Street — 11AM Hour: ECB Forum Highlights, Anthropic Investor on Reversal of AI Model Ban & Alex Karp's Message to Wall Street 7/1/26: https://www.cnbc.com/

• Squawk on the Street — 10AM Hour: Warsh's Next Steps, A Bet On The Buildout, Pantry Profits & Meta's Cloud Ambitions 07/01/26: https://www.cnbc.com/

• Halftime Report — The Second Half Setup for Stocks 7/1/26: https://www.cnbc.com/

• Squawk on the Street — 9am Hour: Fed Chairman Warsh On Stage at the ECB Forum 7/1/26: https://www.cnbc.com/