Daily Briefing — June 27, 2026 | Tech Reprices, Central Banks Hold the Line
Published: June 27, 2026
Duration: 29:17
Today’s Slotly News briefing takes a detailed look at a week when the AI trade met interest‑rate reality. We examine the sharp rotation out of big tech and semiconductors, the remarkable earnings surge at Micron Technology, and the more cautious tone around hyperscaler AI spending. Apple’s recent price increases for iPads and MacBooks and the resulting share‑price pullback feature prominently, as do the knock‑on effects across Asian equity markets.
On the policy side, we cover the Federal Reserve’s latest decision to hold rates steady, the ECB’s June hike and updated inflation proj...