Editorial companion

What stands out

Trump heading to the NATO (North Atlantic Treaty Organization) summit in Turkey led the conversation, with NATO Deputy Supreme Allied Commander Europe John Stringer on to remind viewers that geopolitics still moves markets. The show also put a spotlight on semiconductors, from a hopeful “chip stocks look to bounce back” theme to SK Hynix’s Nasdaq debut, and even carved out time to note the Supreme Court of the United States (SCOTUS) is being read through a Reagan-era lens. Those three threads, geopolitics, a cyclical tech revival, and the judicial climate, are the real drivers investors should be tracking.