Dow Hits Record as Chips Cool: Wall Street's H2 Rotation Begins in Earnest
The first session of H2 2026 tells a split-screen story: the Dow hits a fresh all-time record as chip stocks pull back sharply after an 80%+ H1 surge. ISM manufacturing marks six straight months of expansion, Fed Chair Warsh hints at a July policy debate, and rotation from growth to value is the def