상반기 뉴욕증시 ‘초강세’…6년 만에 최고 분기 상승률 / 올들어 857% 급등한 샌디스크 / 스페이스X, 트럼프 계좌에 지분 기부 검토 / 아마존-앤스로픽 균열? [뉴스프레소]

[A Cup of New York, Newspresso] Wednesday, July 1, 2026. Here is the report on last night's New York stock market. On the 30th (local time), the New York stock market brilliantly wrapped up a strong first half. The Dow hit an all-time high, and the Nasdaq rose 1.52% to close at the 26,213 level. First-half summary: The Nasdaq surged 12.8%, the S&P 500 9.5%, and the Russell 2000 skyrocketed 21.9%. While Bernstein drastically raised its target price for SanDisk to $3,000 and AMD jumped 7.7%, Michael Burry warned that "semiconductor overheating is at 2000 levels, and today's rally is the beginning of the end," taking short positions on SOXX, Nvidia, and Tesla. Want to quickly skim through the key issues of the New York stock market? [Production Team] Script & Narration: Jeon Chae-rin, Kim Hye-yeon (MTN Anchors) Production: Jo Bae-seong (PD) Executive & Supervision: Seo Hye-rin (PD) [Timeline] Dow hits record high, Nasdaq up 1.52%... First half ends with highest quarterly growth in 6 years 00:00 H1 Review: IT leads with 21.8% increase, IT down 5.7% in June – a signal for rotation trading? 00:43 FactSet forecasts 47.5% annual profit growth for IT sector... double the stock price growth rate 01:38 BofA: "S&P 500 at 7,100 by year-end... 5% correction possible in H2 due to worsening supply and demand" 02:17 SanDisk up 10.9% on Bernstein's aggressive price hike from $1,700 to $3,000 04:24 Nvidia up 2.6%... Semianalysis "Blackwell Maintains Differential Advantage Even with Competitor Chips" 04:43 AMD Up 7.7% on Wells Fargo Raising Target to $615... "Strengthening Dominance in AI CPUs" 05:02 Rebounds to 4% After Sharp Drop Following Search and Seizure at Supercomputer... Rises Alongside on Expectations of Benefits for Dell 05:11 Tesla Up 2.1%... CyberCap Begins Austin Tests, Q2 Deliveries to be Announced Tomorrow 05:37 Apple Up 2.7%... Rebounds on Positive Interpretation of Price Hike and Supplier Diversification 05:50 SpaceX Up 4.1%... NASDAQ 100 Inclusion Confirmed for July 7, Rumors of Considering Donating Shares from Trump Account 05:59 Michael Burry "Semiconductor Overheating at 2000 Levels, the Beginning of the End"... Short selling SOXX·NVDA·TSLA 07:19 Citi "80% of Nasdaq long positions in loss zone... risk of further downside" 09:01 Fed President Hammack "Inflation soaring for 5th year... interest rate hike may be necessary" 09:32 Amazon-Anthropic billing system renegotiation... "Claude Reviewing OpenAI Due to Cost Burden" 11:01 WTI $69 · USD-KRW 1,549 · Gold $4,008 · Bitcoin $58,000 12:09 #SanDisk #AMD #SpaceX #H1Review #NASDAQBulk #DowHigh #SNDK #Bernstein #TargetPrice3000 #WellsFargo #Nvidia #NVDA #Semianalysis #Supermicro #SMCI #Dell #Tesla #TSLA #CyberCap #Apple #AAPL #SPCX #NASDAQ100Inclusion #MichaelBurry #ShortSelling #SemiconductorBubble #SOXX #Citi #Positioning #Haemack #ClevelandFed #InterestRateHike #Amazon #Anthropic #Claude #OpenAI #BofA #FactSet #ITSector #Rotation #Bitcoin #OilPrice #WTI #ExchangeRate #GoldPrice #WesternStockAnts #NYStockExchange #USStockMarket #NASDAQ #Newspresso #EconomicBroadcast #EconomicTV #Securities #MarketTrends #MTN #MoneyTodayBroadcast