economy
The first half of 2026 has been strong. Why investors should expect more upside
Don't expect the stock market's momentum in the first six months of 2026 to wane in the back half of the year, according to CFRA.
TL;DR
- The stock market is expected to continue its upward trend in the second half of 2026.
- The first half of 2026 saw numerous S&P 500 all-time highs and broadening market participation.
- Declining oil prices are seen as a tailwind for consumer spending and corporate earnings.
- Concerns about AI spending were mitigated by strong earnings from companies like Nvidia and Micron.
- Stovall recommends industrials and technology stocks for the second half due to persistent AI demand.