Episode
Evening Market Recap - Thursday, 2-Jul
- Podcast
- FactSet Evening Market Recap
- Published
- Jul 2, 2026
- Duration seconds
- 196
- Processing state
not_requested- Canonical source
- https://www.factset.com/podcasts
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Summary
US equities finished mixed in Thursday trading. However, equal-weight S&P outperformed the cap-weighted index by ~70 bp and RSP set a fresh ATH. Momentum unwind in focus again with memory/semis hit by recent scrutiny surrounding AI capex trade and input cost pushback.