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US Market Recap: AI Hardware Bloodbath, Geopolitical Friction & Sector Rotations

July 26, 2026July 26, 2026 by Jason Cai

The US stock market closed out a volatile week with mixed performance. While major indices attempted to stabilize, mounting concerns over massive AI capital expenditures, shifting interest rate expectations, and escalating geopolitical friction in the Middle East continued to weigh on investor sentiment. 1. Market Overview & Semiconductor De-Leveraging Index Performance: Overall market breadth was … Continue reading US Market Recap: AI Hardware Bloodbath, Geopolitical Friction & Sector Rotations

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