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The big surprise for the year’s second half could be the AI trade powering higher. Why it wouldn’t take much.

MarketWatch· Barbara Kollmeyer· Jun 30, 2026 · 11:51 AM
The big surprise for the year’s second half could be the AI trade powering higher. Why it wouldn’t take much.

HSBC strategists say persistent scrutiny of the artificial-intelligence trade could be met with surprise this year, if valuations of those stocks start to climb again.

This is a summary. Read the complete story at MarketWatch below.

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