Source Post

Killik & Co's Weekly Market Update: 26th Jun

Jun 26, 2026

This market update covers UK political developments and their impact on bonds and the pound, MSCI's decision on emerging and frontier markets, and the Nasdaq 100 quarterly re-shuffle. The Nasdaq 100 additions are heavily focused on AI and automation, while removals are more traditional companies.

Linked Mentions

Tickers discussed in this post

NKENeutralLow ConvictionSignal-backedSecondary

Nike is the only company on the Killik Covered List due to report earnings next week.

VRSKNeutralLow ConvictionResearch Only

Verisk Analytics is being removed from the Nasdaq 100 index.

CTSHNeutralLow ConvictionResearch Only

Cognizant Technology Solutions is being removed from the Nasdaq 100 index.

CHTRNeutralLow ConvictionResearch Only

Charter Communications is being removed from the Nasdaq 100 index.

RKLBNeutralLow ConvictionResearch Only

Rocket Lab Corporation is a new entrant to the Nasdaq 100, with its addition tied to space or AI.

TERNeutralLow ConvictionResearch Only

Teradyne is one of the companies newly added to the Nasdaq 100, with a connection to AI or automation.

NBRNeutralLow ConvictionResearch Only

Nabors Group has been added to the Nasdaq 100, with its inclusion related to AI or space industries.

CWNeutralLow ConvictionResearch Only

Core Weave is among the new additions to the Nasdaq 100, linked to AI or automation themes.

SAMNeutralLow ConvictionResearch Only

Samsung is noted as a significant technology stock within the emerging markets index.

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