S&P 5007,765.36▼0.5% Nasdaq27,193.34▼1.2% Dow51,231.64▲0.1% Russell 2K2,794.13▲0.0% 10-Yr5.23%−5bp VIX15.41+0.33 WTI$91.10▲3.2% Gold$4,157.80▲0.4% EUR/USD1.122▼0.3% BTC$81,907▼1.4% Nikkei70,036▼0.9%
At close · Thu, Oct 8, 2026
Daily Market Updates.

US Markets

Home›US Markets›Sectors›JPMorgan strategists see non-US strength after tech le…

JPMorgan strategists see non-US strength after tech leadership fades

The bank expects non-US shares to outperform in the second half of 2026, while it prefers semiconductors over hyperscalers.

Reported · Written up by our desk · Sectors

JPMorgan strategists said tech stocks are likely to take a back seat for the rest of 2026, pointing to a shift in expected market leadership. According to MarketWatch, the firm projects that non-US shares should perform well in the second half of the year, suggesting relative strength outside the United States.

body_suffix_note_2_missing_sources_handled_as_empty_string_based_on_guidelines.

← Newer storyAmazon hits new high, pushing market cap past $3 trillion

More like this

US MarketsRising rates are clouding sentiment for big banks on Wall Street
US MarketsRetailers urge UK chancellor to reduce cost of employing young workers
US MarketsRegulators seek contempt finding against Martin Shkreli
US MarketsOptions to fund Social Security are being weighed as insolvency nears
US MarketsCompanies pull back on rushed AI adoption as errors drain worker time

Sources

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

Get the close, explained.

One email every trading day: what moved, why it moved, and what's on deck tomorrow. Read in 3 minutes.

Free. Unsubscribe anytime.