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AI Stocks Fueled The Market’s Q2 Comeback. Now Investors Face A Reality Check

Lo and behold, another second-quarter stock market comeback. After a shaky start to 2026, I pointed out that stocks have a habit of stumbling early then finding their footing. It happened in 2018, 2020, and 2025.

Is this just a temporary pullback, of the type we saw in March 2026, November 2025, or December 2024 (among others)? Or is a correction coming? No one knows. But we should take the opportunity to assess our portfolios and ensure they’re prepared for a range of scenarios.

This post originally appeared at Morningstar.