As of Tuesday, June 30, 2026 (4:00 PM ET close — last day of Q2 2026), the S&P 500 closed at 7,499.36, up +0.79% on the day and +1.98% WTD. The session printed a fresh all-time high (intraday peak 7,508.29) and finished just 0.01% below the 1-month target of 7,500. Tech (XLK +2.76%, QQQ +1.70%) and cyclicals extended Monday's leadership. Macro data was net-supportive: Chicago PMI 56.7, JOLTS 7.6M, Consumer Confidence 91.2. The desk's preference is AI infrastructure, quality cyclicals, and rate-sensitive defensives on weakness. Next: Wednesday ISM Manufacturing; FOMC minutes July 8.