“Tech has been outperforming the markets since the April lows and we would expect tech’s leadership to continue in the second half of 2025, especially as investors start to resume their excitement about the promise of artificial intelligence, which had faded during the midst of the tariff selloff in March and April,” Clark Bellin, president and CIO at Bellwether Wealth, said in an email.
Three wild months on Wall Street: Stocks hit record highs, dollar stumbles to historic lows
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