What I Am Reading
Tuesday, June 30, 2026
Markets
- Even Wall Street bulls are worried about a stock-market pullback after dazzling second quarterMarketWatch
- Stocks Advance and Set to Wrap Quarter With Major GainsWall Street Journal
- The big surprise for the year’s second half could be the AI trade powering higher. Why it wouldn’t take much.MarketWatch
- The Hot New AI Stock That’s Really Behind the Dow’s Gains—and It’s Not AlphabetBarron's
Commodities
US economy
- US job openings were much higher than expected in May, shrugging off uncertainty from Iran warCNN
- Small Businesses Add 32,900 Jobs in June as Hiring Pace Moderates from Spring SurgeYahoo Finance
- Tariff refunds could quietly supercharge corporate earningsLA Times
- Inflation fears are overblown. What the rate-hike camp gets wrong about the stock market.MarketWatch
Industries & Companies
- Financials:Wall Street Analysts Are Bullish on Top Financial PicksGlobe & Mail
- Pharma:US House committee opens investigation into Merck, AbbVie China drug trialsReuters
- Retail:Why Target's Top-Line Acceleration Is Turning Heads on Wall StreetGlobe & Mail