- U.S. markets are experiencing cross-sector capital rotation amid AI infrastructure restructuring, semiconductor volatility, and second-quarter earnings divergence.
- Flex plans to spin off its cloud and power infrastructure business by the first quarter of 2027, while Moody's reported a strong second-quarter revenue of $ 2.19 billion, driven by record debt issuance.
- Danaher appointed Julie Sawyer Montgomery as CEO effective October 1, 2026, and completed the acquisition of Masimo to strengthen its specialty diagnostics portfolio.
