Global Stocks — 25 June 2026
factors
2026-06-25 08:02:00
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## 3) GLOBAL STOCKS **Memory stole the show; the mega-cap clouds quietly cracked.** A monster earnings beat reframed memory as AI infrastructure, not a commodity — while the biggest AI *spenders* underperformed. **Why it matters:** The market is starting to pay up for the picks-and-shovels and question the hyperscalers at peak earnings. That rotation, if it sticks, reshapes index leadership. **Winners:** - **Micron:** Blowout 3Q...
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