(https://www.marketwatch.com/story/u-s-stock-market-sees-first-outflow-since-march-and-that-may-set-stage-for-a-risk-off-summer-e3e8c623?mod=mw_rss_topstories) hits exactly when (https://www.cnbc.com/2026/06/26/the-clubs-top-10-things-to-watch-in-the-stock-market-friday.html) and [Goldman's bankers say the AI boom is shifting to the physical economy](https://news.google.com/rss/articles/CBMidEFVX3lxTFB2RzZzY2hRNjg1eS1saHl2MTdKSVFLbHA

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