Closing Bell Overtime: Tech Faces a Test as Investors Reassess Risk and Look to What's Next 6/26/26
Markets wrestle with renewed pressure in technology as investors reassess leadership across the sector. Bob Elliott, CEO of Unlimited, breaks down the latest tech turmoil and explains what it means for positioning as the rally enters a new phase. Apple's memory strategy moves into focus as Mackenzie Sigalos examines reports that the company is turning to Chinese suppliers and what that could mean for the global semiconductor industry. Steve DeSanctis of Jefferies explains where opportunities may emerge as money shifts across the market.
Kevin Smith of Crescat Capital argues a market pullback…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.