# Weekly Market Recap - Friday, 26-Jun

Page: https://stenobird.com/podcast/factset-evening-market-recap-378590/weekly-market-recap-friday-26-jun
Text version: https://stenobird.com/podcast/factset-evening-market-recap-378590/weekly-market-recap-friday-26-jun.md
Podcast: [FactSet Evening Market Recap](https://stenobird.com/podcast/factset-evening-market-recap-378590)
Published: 2026-06-26T20:15:00+00:00
Episode link: https://www.factset.com/podcasts
Audio file: https://episodes.captivate.fm/episode/a7b765f9-bb6b-4cee-8b23-46b5f5098c6f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/factset-evening-market-recap-378590/episodes/weekly-market-recap-friday-26-jun
Duration seconds: 257

## Resource

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.

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## Transcript

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