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Swingfolio Daily — US Markets

US briefings — Friday, June 26, 2026

Pre-market setup and closing-bell recap for Friday, June 26, 2026. Observations only — no trade advice.

Friday, June 26, 2026

morning

US Pre-Market June 26: Nasdaq Futures Fall as Memory Costs Split Big Tech

S&P 500 futures sit 0.48% lower and Nasdaq 100 futures 1.18% lower into the Friday open as rising memory costs split big tech: AAPL.US fell 6.15% and MSFT.US 3.45% on Thursday while MU.US rose 15.81% and SNDK.US 21.52%. South Korea's KOSPI fell 5.81% and tripped a circuit breaker overnight, and WTI crude fell 3.18%.

Bearish3 min read
afternoon

US close, 26 June 2026: S&P 500 flat as a semiconductor selloff meets a software rebound

The S&P 500 finished down 0.05% at 7,354.02 as a semiconductor selloff offset a rebound in the largest software stocks and a 3.03% gain in Health Care. ON Semiconductor fell 23.66% after a $7 billion all-stock deal for Synaptics, while Microsoft rose 5.71%. Breadth was positive, with 7 of 11 sectors higher.

Mixed4 min read
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