Quarter-End Volatility, Earnings Surprises, and a Wave of M&A

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About this episode

Tech and growth stocks swing on macro data and quarter-end flows, earnings season splits winners and losers across sectors, M&A activity accelerates in tech healthcare and energy

Chapters

Sources & Citations

DAILY MARKET REPORT 9-29-26

kbldestinations.substack.com

24-Hour Summary of U.S. Tech Stocks and Macro Events (as of the evening of June 26, 2026) 010 Over the past 24 hours, U.S. tech stocks continued their volatile correction, with the Nasdaq and S&P 500 posting multiple consecutive days of declines. AI-related hardware stocks (such as optical and memory shares) faced profit-taking pressure. News that OpenAI’s IPO has been delayed until 2027 and that government restrictions are being placed on the release of new models like GPT-5.6 has intensified investor co

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