[U.S. Big Tech stocks](https://www.cnbc.com/2026/07/01/tech-stocks-mag-7-emerging-markets-nvidia-chip-ai.html) crushed the first half despite June's duration selloff, but the real story is what's *not* happening: international equities are getting annihilated. China's in a structural bear, and bullish bets on a global recovery are getting orphaned. This isn't a "rotation into value"—it's a hardening bifurcation where the U.S.

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