# Evening Market Recap - Thursday, 2-Jul

Page: https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-2-jul
Text version: https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-2-jul.md
Podcast: [FactSet Evening Market Recap](https://stenobird.com/podcast/factset-evening-market-recap-378590)
Published: 2026-07-02T21:00:00+00:00
Episode link: https://www.factset.com/podcasts
Audio file: https://episodes.captivate.fm/episode/159fda0c-6733-4b58-91a6-51fa026eb332.mp3
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JSON: https://stenobird.com/v1/public/podcasts/factset-evening-market-recap-378590/episodes/evening-market-recap-thursday-2-jul
Duration seconds: 196

## Resource

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.

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## Transcript

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