Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists
Reported by MarketWatch · marketwatch.com · August 3, 2026
Strategists at the bank see non-U.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $JPM +1.37%
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