Oracle, Microsoft and AMD soared this week with weekly gains of 27%, 14% and 14% respectively, marking their best performances in decades. AI data center deals, chip breakthroughs and geopolitical hopes fuel the rebound, pushing tech ETFs to record highs.

Oracle, Microsoft and AMD surged this week as AI infrastructure, chip momentum and improving sentiment lifted beaten-down tech names. The rally also pushed major tech ETFs higher and may influence broader risk appetite across markets.

Oracle, AMD, and Microsoft surged 27%, 14%, and 14% respectively this week, leading a broad tech rebound. AI data center deals, a record winning streak, and US-Iran peace hopes drove the rally. Risk appetite improved, lifting broader markets including crypto.

Bitcoin quickly pulled back to around $73,500 on Thursday after failing to break above $75,000 resistance. The $75,000-$76,000 range is key; a breakout could target $90,000. US stock rally paused, software stocks catching up to bitcoin.

J.P. Morgan Wealth Management’s 2026 mid-year outlook argues that markets have become overly pessimistic about the AI supercycle, inflation and global fragmentation. The report favors continued exposure to AI infrastructure and U.S. equities, more real assets and alternative strategies as inflation hedges, less cash and short-duration bonds, and a renewed look at emerging markets.

J.P. Morgan Wealth Management’s 2026 mid-year outlook argues that markets have become too pessimistic on AI, inflation and global fragmentation. The report favors AI infrastructure, U.S. equities, real assets and emerging markets, while urging investors to reduce cash and short-term bond exposure and remain cautious on traditional SaaS, European autos and consumer sectors.

J.P. Morgan Wealth Management’s 2026 mid-year outlook argues that markets have priced fragmentation, inflation and AI disruption too pessimistically. The report favors AI infrastructure, U.S. equities, real assets, alternatives and emerging markets, while warning against excess cash, legacy SaaS exposure and a conventional 60/40 framework.

TechFlowPost summarized TideResearch’s reading of J.P. Morgan Wealth Management’s 2026 mid-year outlook. The report argues that markets have become too pessimistic on fragmentation, inflation and AI disruption, while recommending continued exposure to AI infrastructure and U.S. equities, more real assets and alternative strategies, less cash, and closer attention to emerging markets.