About this episode

The episode discusses the decline in US equity markets, particularly focusing on AI-related semiconductor stocks.

US equity markets weaker on Friday (26 June) amid steep declines among artificial intelligence (AI)-related semiconductor stocks – Dow slipped -44-points or 0.09% . Caterpillar Inc fell -5.63%, while Cisco Systems Inc (-4.37%) and Goldman Sachs Group Inc (-4.27%) fell over >4%.

Topics covered

• US equity markets
• AI semiconductor stocks
• market decline
• financial news
• stock performance

Keywords

• US equity markets
• AI stocks
• semiconductor decline
• Caterpillar
• Cisco
• Goldman Sachs
• market news

Mentioned in this episode

Organizations: Caterpillar Inc, Cisco Systems Inc, Goldman Sachs Group Inc

Places: US

More episodes of Morgans AM

• Friday, 17 July 2026: Weaker markets as chip makers decline · July 16, 2026 · 8 min
• Thursday, 16 July 2026: US equity markets firmer as investors digested another round of second quarter corporate earnings releases · July 15, 2026 · 8 min
• Wednesday, 15 July 2026: Markets move modestly as investors balance US-Iran tensions · July 14, 2026 · 8 min
• Tuesday, 14 July 2026: Hormuz Shock: Markets Rattle as Oil Surges · July 13, 2026 · 7 min
• Monday, 13 July 2026: Markets advanced on Friday (10 July), with the S&P 500 closing in on fresh record highs · July 12, 2026 · 7 min
• Thursday, 9 July 2026: US Markets Weaker as Ceasefire Ends · July 8, 2026 · 6 min

Explore listener stats, chart rankings, contacts and more on the Morgans AM podcast page.