# Evening Market Recap - Thursday, 25-Jun

Page: https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-25-jun
Text version: https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-25-jun.md
Podcast: [FactSet Evening Market Recap](https://stenobird.com/podcast/factset-evening-market-recap-378590)
Published: 2026-06-25T20:15:00+00:00
Episode link: https://www.factset.com/podcasts
Audio file: https://episodes.captivate.fm/episode/6f93ad0e-642c-43d5-8d4a-0b68ac6a07af.mp3
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JSON: https://stenobird.com/v1/public/podcasts/factset-evening-market-recap-378590/episodes/evening-market-recap-thursday-25-jun
Duration seconds: 361

## Resource

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.

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## Transcript

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