S&P 5007,675.92▼0.4% Nasdaq26,749.30▼0.7% Dow51,245.74▼0.5% Russell 2K2,826.40▼0.4% 10-Yr5.12%+1bp VIX15.69+0.51 WTI$95.27▲3.4% Gold$4,292.50▼0.6% EUR/USD1.138▼0.6% BTC$84,310▼0.1% Nikkei65,514▲0.8%
At close · Thu, Sep 24, 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 MarketsMassachusetts to evaluate how gambling firms use AI
US MarketsSmall caps lag as bond liquidation pressures stocks
US MarketsPete Hegseth reports at least $3.1 million in assets
US MarketsBill would cut Social Security full retirement age to 60 for some jobs
US MarketsStudent loan borrowers sue over forgiven debts appearing on credit reports

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.