The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind
Reported by MarketWatch · marketwatch.com · August 1, 2026
Tech stocks struggled in July. Will the volatility around the AI trade continue in August?
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
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