Stocks See Best Quarter Since 2020 As Chips Soar | Bloomberg Businessweek Daily 6/30/2026

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Today, June Grasso, Bloomberg legal analyst and host of 'Bloomberg Law,' discusses the Supreme Court's decision to uphold birthright citizenship in the United States. Then, Bloomberg's Ian King dives into semiconductor rally as chips send stocks to their best quarter in six years. Plus, Dan Suzuki, global investment strategist at iCapital, said that market tailwinds are in the rearview and that he expects inflation is at or near its peak and will soon come back down. Finally, Brett Pulley, Bloomberg News Atlanta bureau chief, breaks down why costs are rising in the American South and how communities are feeling squeezed financially as a result. Chapters 00:00:00 Bloomberg Businessweek Daily Open 00:01:53 Preview: Inflation, AI & Supreme Court Rulings 00:02:29 Market Update: Semiconductors Lead Stocks Higher 00:04:29 Supreme Court Upholds Birthright Citizenship 00:05:27 Breaking Down the Birthright Citizenship Decision 00:07:47 Can Congress Override the Court? 00:09:00 Supreme Court Rules on Transgender Athletes 00:11:33 AI Chip Boom: Are Semiconductor Stocks Still Attractive? 00:12:30 Ian King on Valuations & the AI Rally 00:15:12 Have Chipmakers Learned From Past Cycles? 00:19:00 Midday Market Check 00:21:20 Outlook for Stocks in the Second Half of 2026 00:22:38 Three Biggest Risks Facing the Market 00:24:00 Consumer Debt, Delinquencies & the Economy 00:25:50 The K-Shaped Economy Explained 00:28:50 Portfolio Strategy: Why Diversification Matters 00:31:10 Private Markets & Infrastructure Investing 00:32:31 Market Update: Stocks Near Session Highs 00:34:15 The 'Southern Squeeze' & Rising Cost of Living 00:35:15 Why People Keep Moving to the Sun Belt 00:40:08 Are Migration Trends Beginning to Reverse? 00:42:40 Stocks on the Move 00:44:45 Chip Equipment Stocks Surge
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