S&P 500, Nasdaq register best quarter since 2020 despite Iran war

S&P 500, Nasdaq register best quarter since 2020 despite Iran war

By Caroline Valetkevitch and Niket Nishant

Tue June 30, 2026  

Q2 has ended with a bang as the Nasdaq and S&P both came in with the best quarter in six years despite all the geopolitical uncertainties. Though tech once again was the leader, even the Dow scored its 2^nd record high in two days. The chip index gained 3.9% though concerns over still too lofty valuations and too big capex has today’s expert recommending investors rotate to value sectors such as energy and financials.  

Wall Street ends higher as US, Iran attacks ease; major tech-related shares jump

Wall Street ends higher as US, Iran attacks ease; major tech-related shares jump

By Caroline Valetkevitch and Niket Nishant

Mon June 29, 2026  

It’s the same old story that’s been going on since the beginning of the war. Hostilities erupt, the market comes down. Hostilities ease and it goes up. That’s what happened today with the concerns about the fragile peace talks being jeopardized by weekend strikes but with the strikes easing today, everything took off like hotcakes, both industrials and tech enjoying very substantial 3-digit gains.  

S&P 500 ends lower; chips tumble and Moderna rallies

S&P 500 ends lower; chips tumble and Moderna rallies

By Noel Randewich and Joel Jose

Fri June 26, 2026  

It was a pretty mellow day with all three indexes staying relatively close to flat after the volatility of the past few sessions, though both the Dow and Nasdaq showed moderate 3-digit gains by noon before declining to modest losses by close. Today’s expert summed it up, “It’s too early to conclude that there’s a major correction brewing in tech, but what I would say is that the questions around profitability and the capex story are certainly not going away.”  

Wall St ends mixed as tech megacap declines outweigh upbeat chip outlook

Wall St ends mixed as tech megacap declines outweigh upbeat chip outlook

By Abigail Summerville, Twesha Dikshit and Joel Jose

Thu June 25, 2026  

Micron came in with a boffo report and as I noted yesterday, that doesn’t necessarily equate to another rally as other factors could come into play. That is in fact exactly what happened today. Fears of AI companies overspending took priority over both Micron and Qualcomm turning in good reports. In fact, investors are now looking at it as a zero-sum game. That is, any revenues and profits the winners are making have to be coming out of other companies’ hides. Both the S&P and Nasdaq spent much of the day in the red with the Nasdaq dipping to a 3-digit loss and the S&P closing just barely even.  

Nasdaq, S&P end lower as tech stocks fall

Nasdaq, S&P end lower as tech stocks fall

By Abigail Summerville, Twesha Dikshit and Joel Jose

Wed June 24, 2026  

Continuing concerns over AI companies running too hot caused tech once again to go into a bit of a slump, though the day started quite positive with both the S&P and Nasdaq well into the black, the latter up over 250 at noon before beginning its decline. And again, tech’s losses were industrial’s gains with the Dow up almost 600 by 11:30 before beginning its decline but still closing well in the black. Are these companies overvalued? Are they taking on too much debt to finance their AI plans?  

Wall Street ends lower on semiconductor selloff as AI spending concerns mount

Wall Street ends lower on semiconductor selloff as AI spending concerns mount

By Abigail Summerville, Twesha Dikshit and Joel Jose

Tue June 23, 2026  

AI jitters continued into a second day with investors concerned about too much debt propping up too much capital expenditures for AI expansion and will these companies be able to recoup these huge outlays. These jitters were aggravated by Elon Musk turning to the bond market for even more capital. Also impacting the jitters was sentiment that the Fed may actually do two rate increases this year and thus this very interest-sensitive sector is bracing for bad news ahead.  

S&P 500, Nasdaq close lower, dragged by Alphabet and megacap tech; focus on Iran

S&P 500, Nasdaq close lower, dragged by Alphabet and megacap tech; focus on Iran

By Abigail Summerville, Twesha Dikshit and Joel Jose

Mon June 22, 2026  

AI profitability jitters rattled the tech sector again today dropping both the S&P and Nasdaq like rocks from the outset with funds flowing back into industrials as the Dow rose 3-digits again. The markets continue to evaluate the very up and down Iran negotiations. The next test for tech comes Wednesday with Micron’s quarterly report, which is up 300% so far this year.