# Beurs update: Big rotation, SK Hynix, IMCD, Meta, Software summer, SBM Offsore

An episode of [Beurs en beleggen podcast De Aandeelhouder](https://invisiblenetwork.ai/podcast/1529357646), 8 Jul 2026, 29 min.

Audio: https://anchor.fm/s/32852e24/podcast/play/122503248/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-7%2F427512788-44100-2-af3090f01ff55.mp3

In deze video worden de volgende onderwerpen besproken door Nico Inberg en Jordy Beuving: big rotation, SK Hynix, IMCD, Meta, Software summer, SBM Offsore. Beleg slim met MEXEM: toegang tot aandelen, ETF's, opties en meer op 170+ beurzen wereldwijd. Profiteer van 2 gratis ETF-transacties per maand, lage kosten en de betrouwbare infrastructuur van Interactive Brokers. Ontdek Mexem: https://www.lp2.mexem.com/de-aandeelhouder Timestamps: 00:00 - 02:29 Opening 02:29 - 08:30 Big rotation 08:30 - 14:00 SK Hynix 14:00 - 16:00 IMCD: Industrie trekt aan 16:00 - 20:06 Meta 20:06 - 23:55 Software summer? 23:55 - SBM Offshore

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