Episode
Weekly Market Recap - Friday, 26-Jun
- Podcast
- FactSet Evening Market Recap
- Published
- Jun 26, 2026
- Duration seconds
- 257
- Processing state
not_requested- Canonical source
- https://www.factset.com/podcasts
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Summary
Markets were mixed this week with AI remaining the dominant theme as the Iran war continued to take a backseat. Early-week softness in semis and memory was driven largely by positioning and market concentration concerns, while actual fundamentals remained solid. Those concerns were largely offset by MU's blowout earnings and guidance, which reinforced confidence in the AI capex cycle and sustained memory demand.