Weekly Market Recap
Zachary Hill, CFA®
August 3, 2026
What Happened Last Week Tech Volatility: The violent swings in tech and semiconductor stocks were related to the partial liquidation of an AI-focused hedge fund.
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Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
What Happened Last Week Tech Volatility: The violent swings in tech and semiconductor stocks were related to the partial liquidation of an AI-focused hedge fund.
Rising debt costs in the AI space are raising eyebrows You’re likely aware that many technology companies are spending epic sums of money on AI
What Happened Last Week Tech Stocks Fell: Unease over higher CapEx guidance from Alphabet and tensions in the Middle East weighed on tech stocks. Underlying