Strategists at the bank see non-U. S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers.
Source: [MarketWatch](https://www.marketwatch.com/story/why-tech-stocks-are-likely-to-take-a-back-seat-for-the-rest-of-2026-according-to-jpmorgan-strategists-93e1c61f?mod=mw_rss_topstories)