Q2 2026 Equity Market Review

Artificial intelligence (AI) remained the dominant market theme in the second quarter of 2026, driving significant investment in infrastructure, computing capacity and related technologies. As AI adoption accelerates across industries, evolving market dynamics are creating new opportunities for investors.

Key takeaways

• AI continues to reshape investment and spending across industries.
• Markets remained resilient despite ongoing uncertainty.
• Evolving market dynamics are creating attractive opportunities