Market Notes

Record H1 in the Books: Tech Rotation and Korea Chip Pressure Greet H2's Opening Bell

· 8 min read · by James Carter, Nova Ventures Research

Equity markets step into H2 2026 cautiously — futures off ~0.3% after a historic first half (S&P +9.6%, Russell +22%). A Korean chip-market shock overnight pressures AI/semiconductor names, while ADP and ISM Manufacturing data arrive today ahead of Friday's critical jobs report.

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