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US Stocks · · 1 min read

The Split Inside Tech

Software ran, semis wrecked — and the earnings bar rises into a midterm summer

Edition · July 6, 2026

The full edition of The Split Inside Tech was published on Substack — please read it there:

A short summary:

Software ran, semis wrecked — and the earnings bar rises into a midterm summer


This stub is auto-published by the Substack watcher. The canonical edition lives on Substack at the link above.