Daily Briefing — June 27, 2026 | Tech Reprices, Central Banks Hold the Line

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 projections, and the Bank of England’s split vote to maintain Bank Rate. We also discuss Japan’s largest rate increase in thirty years and the yen’s muted response. The episode links these moves to government bond yields, currency trends, and inflation data in the US and euro area.Beyond markets, we touch on the EU’s AI Act and its regulatory sandboxes, M&A deals such as Berkshire Hathaway’s bid for Taylor Morrison, and the evolving IPO timeline for OpenAI. We also update listeners on oil, gas, and industrial metals, including copper’s strong performance.