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

MarketWatch · Jun 30, 2026, 10:53 AM · Also reported by 2 other sources

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

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

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