Wall Street’s Favorite Nasdaq 100 Stocks for the Second Half of 2026

SK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026.

ASML's lithography machines are needed to manufacture advanced logic and memory chips for AI workflows.

Wall Street’s Favorite Nasdaq 100 Stocks for the Second Half of 2026

After a blockbuster first half for U.S. equities, investors are entering the back half of 2026 with a more complicated picture. The Nasdaq 100 is trading near record highs, fueled by the AI-driven rally — but with elevated valuations, shifting Federal Reserve expectations, and geopolitical uncertainties in the mix, simply chasing momentum is no longer enough. That makes stock selection critical heading into Q3 and Q4. CNBC Pro screened the Nasda…