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Nasdaq Traders Bet the Big AI Rally Slows Down in the Second Half of 2026
CNBC·Wednesday, 8 July 2026
Traders on prediction market platform Kalshi expect the Nasdaq-100 to end 2026 above 30,000, but they think the pace of gains will cool significantly in the second half of the year. The view comes after a massive rally since the lows that followed the US-Iran war. Speculators are pricing in a more subdued period ahead.
Why It Matters
The Nasdaq-100's direction matters to anyone invested in global index funds, US ETFs, or Indian tech stocks that tend to move in sympathy with American markets.
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