IBM futures surged 5.04% on June 23, 2026, reaching $264.94 as massive enterprise infrastructure migrations and consulting demand pushed shares higher.

Google parent Alphabet (GOOGL) will be added to the Dow Jones Industrial Average starting June 29, replacing Verizon (VZ). The move marks the Dow’s first component change since 2024. S&P Global said Alphabet’s larger market value, higher share price and diversified business mix make it a more representative Communication Services constituent. Because the Dow is price-weighted, with GOOGL trading at roughly seven times VZ, the change is set to give Alphabet a much larger weight in the index.

标普500指数周二开盘下跌1.61%，报7352.61点，延续科技股主导的连续下跌。Alphabet跌5%，SpaceX跌16%，亚马逊、Meta、微软均显著下挫。Polymarket显示6月23日‘上涨’开盘概率仅2%。市场聚焦周四公布的PCE物价指数——美联储最青睐的通胀指标，此前美联储会议释放鹰派信号，强化年内再加息预期。

U.S. stocks were mixed Tuesday as semiconductor shares sold off sharply, sending the VanEck Semiconductor ETF (SMH) lower and weighing on the Nasdaq 100. Micron fell 9.5%, Corning dropped 8.9%, and NVIDIA declined 3.2%. The Nasdaq 100 slid 2.4% to 29,608, while the S&P 500 fell 0.9% and the Dow edged up 0.2%. Traders also questioned whether the AI trade has become overextended, with risk-off positioning intensifying ahead of Micron’s earnings.

Trading in South Korea’s KOSPI was suspended, while SpaceX suffered a roughly $400 billion one-day loss in market value, stoking broader concerns that AI-driven valuations are deflating. KOSPI heavyweights such as Samsung Electronics and SK Hynix, which had surged on expectations of booming demand for high-bandwidth memory (HBM) chips for AI servers, also pulled back sharply. Experts cited in the report said market enthusiasm around AI appears to have peaked, drawing comparisons to the 2000 dot-com bubble. The episode was described as a sudden, index-level shock rather than routine market volatility.

Investors are selling technology shares worldwide as worries grow over whether AI-driven spending will translate into enough profits to justify current valuations. The Nasdaq Composite fell 1.3% in the previous session and the S&P 500 also closed lower, while an Asian technology stock index dropped as much as 5% to end an eight-session winning streak. In Europe, the Stoxx Europe 600 Index was down 0.92% in early trading, and Brent crude fell below $77 per barrel, a move tied to risk sentiment rather than supply and demand.

South Korea’s Kospi plunged 10% on Tuesday, triggering a circuit breaker and a 20-minute trading halt. SK Hynix and Samsung, which together account for about half of the Kospi’s market value, each fell more than 12%, dragging regional tech shares lower. Japan’s Nikkei fell 3.6% and SoftBank slid 15%, while in the U.S. the Nasdaq dropped 1.3% and the S&P 500 fell 0.8%. Oil prices edged down on signs of progress toward peace in Iran, a move the report said was not directly tied to the AI-driven selloff.

The Nasdaq 100 was poised to shed more than $1 trillion in market value in a single session as technology shares sold off broadly. SpaceX fell below $2 trillion in market capitalization, while chipmakers such as Intel, Advanced Micro Devices and Micron posted steep declines. Six of the “Magnificent Seven” were lower, with Nvidia, Tesla and Apple among those set to erase a combined $345 billion in value if losses hold. Investors also weighed uncertainty over returns on AI-related spending and rising expectations for a total of 50 basis points of Federal Reserve rate increases by December, up from 25 basis points two weeks earlier.

SpaceX shares fell 5% to $147 in premarket trading on June 23, slipping below their first-day opening price of $150. The move wiped about $40 billion in market value in a single session and more than $60 billion over three days. Over the same period, Nasdaq 100 futures dropped 2.6% and S&P 500 futures fell 1.4% after reports that South Korea’s SK Hynix and Samsung Electronics paused AI chip capacity expansion. SpaceX is not publicly listed, but its secondary-market trading has been viewed as a barometer of cooling sentiment across AI-related stocks.

On June 23, South Korea’s benchmark KOSPI index plunged 10% and triggered a circuit breaker after reports that Samsung Electronics and SK hynix may slow the expansion of AI memory chip capacity. The shock rippled through global tech shares, with Nasdaq 100 futures down more than 2% and S&P 500 futures off over 1%, while Dow Jones futures slipped about 0.4%. The MSCI Asia Pacific Information Technology Index fell nearly 5% and India’s Nifty IT index dropped as much as 2.34%. Softer oil prices and easing Middle East tensions failed to offset renewed worries about high tech valuations tied to AI spending.