Tech Stocks Surged in H1 2025, But Global Rivals Won the Race
U.S. Big Tech posted solid first-half gains, but international tech stocks outpaced them despite a late-June selloff.
U.S. Big Tech had a solid first half. Gains were real. But if you kept all your chips on domestic names, you left money on the table — because international tech ran harder.
Despite a sharp selloff that hit markets at the end of June, the broader tech trade held up. The dip looked scary in the moment, but the half-year scoreboard still favored bulls. The problem for U.S.-only investors? The biggest scorers weren't trading on the Nasdaq.
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International tech counterparts outperformed their American rivals over the first six months. That's the kind of divergence that makes you rethink your home-country bias fast. When overseas names are quietly lapping the mega-caps you've been riding for years, it's time to pay attention.
The late-June selloff is worth watching as a signal, not just a blip. Volatility at the tail end of a strong run can mean rotation, profit-taking, or something bigger brewing. Either way, the first half showed that the best tech trade wasn't necessarily the obvious one.
If you're building a position for the second half, the H1 scorecard is telling you something: diversify your tech exposure beyond U.S. borders. The alpha was international. Continue reading at US Top News and Analysis.
