P&L (2 July 2026)
As Wall Street navigates the final trading hours before breaking for the long Independence Day weekend, with U.S. markets scheduled to be fully closed tomorrow, Friday, July 3, investors are taking a noticeably cautious stance. The broader market is seeing a wave of consolidation and sector rotation, which is particularly impacting high-flying technology, semiconductor, and specialized growth sectors. Portfolio rebalancing ahead of the holiday has introduced some midday volatility, leaving several major names trading in the red as traders lock in profits.
Red days are just pit stops. When you're backing the foundational blocks of AI, next-gen networking, and aerospace, the long game is where the real value lives. Let that sink in.
$NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $Rocket Lab USA, Inc.(RKLB)$ $Ondas Holdings Inc.(ONDS)$
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