AI Bubble Fears & Samsung's $340,000 Per Employee Bonus – Monthly Market Update Podcast – June 2026

Let's hop into the markets, shall we? So May 2026, an interesting month.

You kind of see a tale of two markets.

It's very clearly on this graph.

For those of you that are listening via the podcast, we'll try to explain it as best we can.

But we're looking at a heat map right now.

This is my favorite way to look at the markets.

So the larger the square, the larger the company, they're organized into different sectors and industries.

So you can see technology on the left here, financials in the middle, energy, which would be oil and gas.

Down here, utilities, consumer defensive over on the right, healthcare up in the top right.

I think they got shifted around slightly since last time, the last month or two months ago, where they were slightly arranged slightly differently.

But you can see on the left side, the entire left is all green.

Everything that's technology is bright green.

And then everything in the middle and to the right, essentially, is some shade of red.

And so the brighter the green, the more, the higher the performance for this month.

The darker the red, the worse the performance for this month.

So really interesting to see a kind of a continuation of what we saw at the beginning of this year.

We definitely have seen this AI boom.

We'll discuss if it's potentially an AI bubble.

Continuing since the beginning of this year, really accelerating.

The biggest winner for the month, also for the year, I believe, right here is MU Micron.

It's a semiconductor manufacturer who really took off at the beginning of this year.

Kind of crazy.

For the indexes, the indices on the side over here, We see the S&P top 50, so that's the 50 largest stocks on the US exchanges.

That was up 5.7%.

The S&P, which is a little bit broader, has 450 slightly smaller, but still massive companies, up 5.2%.