What changed
Friday, June 26, 2026: SoftBank -12% on OpenAI IPO delay fears. Strait of Hormuz ship struck, supertankers halt
Quant Picks (model confidence >= 70):
$EIX — +5.3% vs Utilities (6m), confidence 88
$INTU — +5.2% vs Technology (6m), confidence 88
$MSFT — +4.9% vs Technology (6m), confidence 87
$SBAC — +4.0% vs Real Estate (6m), confidence 88
$LULU — +3.5% vs Consumer Cyclical (6m), confidence 88