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A week later, the war came roaring back, and the market barely blinked. Here is how it played out.

The first half of 2026 is in the books, so let me give you the score.

Money changes seats, out of the crowded AI trade and into the names nobody was bragging about a month ago.

The market just took a hawkish Fed, a canceled peace deal, and a 20% drop in the biggest IPO ever.

A week that went straight down the middle and came roaring back.