Wendy nailed the semiconductor trade, but she's missing the real H1 earnings story: banks. (https://www.cnbc.com/2026/06/30/cleveland-fed-president-hammack-sees-ai-fueling-inflation-says-rate-hikes-may-be-necessary.html) AI-driven inflation could force *rate hikes*, not cuts — but that headline is noise. The market's already pricing in rate *stability* at the 5%+ level.

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