Business

Tech Sector Valuations Face Scrutiny

Updated 2026-07-07 21:40 UTC 2 sources Neutral

Speculators on Kalshi predict a cooler second half for the Nasdaq-100, while MarketWatch reports that highflying chip stocks are losing their luster. Analysts attribute this to increased scrutiny of valuations following a record-breaking quarter.

Coverage timeline — 2 articles
CNBC
Speculators think the massive rally in the Nasdaq-100 since the lows following the U.S.-Iran war will be more subdued in the second half of 2026.
2026-07-07 21:15 UTC
MarketWatch
After a record-breaking quarter, semiconductor stocks are seeing their valuations come under scrutiny.
2026-07-07 21:25 UTC
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