Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead.

By Amanda Cooper and Pete Schroeder LONDON/WASHINGTON, July 7 (Reuters) - Global stocks fell on Tuesday as technology shares slid despite blockbuster results from Samsung Electronics, with investors remaining concerned about the sustainability of the AI-driven rally,

AI stocks fall with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.

Stock futures pointed to a mixed open Tuesday after major indexes began the week with gains, with chip stocks weighing on Nasdaq 100 futures but the Dow Jones Industrial Average poised to add to fresh record highs.

At one point, the Kospi lost as much as 8.2%, weighed down by declines in Samsung and SK Hynix, briefly pushing it into a bear market.

Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.

U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some time, that’s great news.

Robotics and AI infrastructure stocks have ripped higher in 2026, and the path of least resistance still points up as humanoid pilots scale and AI data center spend keeps compounding.

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Under Armour and Birkenstock are among UBS's top picks after running an exhaustive quant analysis.

Learn more If investors are getting nervous about how fast tech stocks have risen this year, they aren't really showing it. Tech stocks are on track for their largest annual inflows in history, according to new data from Bank of America (see the chart below).

The Russell Microcap Index has seen some big gains this year — and Wall Street strategists are starting to notice. Hardika Singh, an economic strategist at Fundstrat, pointed out in a note to clients on Monday that the Russell index was outperforming other broad U.