The tech sector showed remarkable performance in the first half of 2026, with emerging markets technology stocks leading the way. The MSCI index for large and mid-cap emerging markets technology stocks surged over 90%, while the European technology index rose by 44.8%. In contrast, the U.S. technology sector, represented by the S&P 500 Information Technology index, only gained 19.4%.
This trend was also reflected in the pan-European Stoxx 600 Technology index, which increased by 23.4%, and the Nasdaq 100 index, which saw a 19.9% rise. The strong performance of international tech stocks suggests that investors may want to consider diversifying their portfolios beyond U.S. markets to capture growth opportunities in emerging economies