Episode
Evening Market Recap - Thursday, 25-Jun
- Podcast
- FactSet Evening Market Recap
- Published
- Jun 25, 2026
- Duration seconds
- 361
- Processing state
not_requested- Canonical source
- https://www.factset.com/podcasts
Actions
POST https://stenobird.com/v1/public/podcasts/factset-evening-market-recap-378590/episodes/evening-market-recap-thursday-25-jun/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-25-jun.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Major averages were overall little changed, but there was a lot of movement beneath the surface. The momentum trade bounce driven by renewed support for the AI capex trade following blowout results from Micron. Pockets of the broadening out/reopening/cyclical trade worked as well, with small caps, industrials, builders, travel & leisure and banks the standouts.