Is the "AI" Chip Stock Momentum Rally Over?

Is the chip and “AI” tech stock momentum rally over for 2026? For That answer, let’s bring in our Chief Equity Strategist and Economist, John Blank.

1. Of the stocks driving U.S. and global markets this year, how does AI and tech factor in?

2. In the Price/Book category, Semis and AI ETFs are on top now, correct?

3. Is there a divergence among tech sectors when it comes to the question we started with?

4. This month’s Zacks Sector and Industry Rank table shows that the earnings estimates are still going up -- in the booming Info Tech space. Is that one reason this rally may still persist?

5. What are the pressures being placed on this rally?

6. Has the market priced any of these pressures in? 

7. So, bottom line, is the chip and AI tech stock momentum rally over for 2026 or is it too soon to tell?

8. Here are three large cap stocks you’re watching, one is a technology stock,  United Health Group UNH, Dell Technologies DELL, and The Goldman Sachs Group GS.

Our Chief Equity Strategist & Economist, John Blank, on the “AI’ tech stock momentum rally. With John, I’m Terry Ruffolo.

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This article originally published on Zacks Investment Research (zacks.com).

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