JPMorgan Strategists Predict Tech Stocks to Lag in 2026

JPMorgan strategists forecast that tech stocks are likely to take a backseat for the remainder of 2026, favoring non-U.S. shares and semiconductor stocks over hyperscalers.

3 Aug, 15:03 — 3 Aug, 15:03

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marketwatchMostly Factual24d ago

Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists

Strategists at the bank see non-U.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers.

By Nora Redmond

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JPMorgan Strategists Predict Tech Stocks to Lag in 2026

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Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists

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