Much has happened since the end of the second quarter, but it’s valuable to reflect on the key events that shaped those three months. In years to come, we may view the first half of June as a pivotal moment for Large Cap stocks, particularly the dominance of the “Magnificent 7” over the broader market. Among these, Nvidia’s performance stood out, becoming the driving force within the group. Throughout the trading days, Nvidia’s movements often dictated the direction of the major market indices, with its rise (or fall) pulling the broader market up (or down) with it. As the largest company in the S&P 500, Nvidia’s influence lifted the index, while the Russell 2000 lagged behind.