First-half 2026 equity recap: Leadership comes in different forms
While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.
While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.
Kelly Bogdanova
Vice President, Portfolio Analyst, Portfolio Advisory Group, U.S.
July 16, 2026