Should investors stay in stocks until the end of 2026 despite Trump and risks of derailment?

After three and a half years of strong stock markets, largely fueled by artificial intelligence, recent weeks have brought more challenges, particularly for the semiconductor sector. While July saw a correction in some of 2026's most popular stocks, this has not signaled a bear market but rather intense sector rotations. The broader participation of companies from various economic sectors in the rise of an index like the S&P 500 could be seen as a healthier development.

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After three years and a half of buoyant stock markets, particularly driven by the theme of artificial intelligence, the last few weeks have been more complicated, especially for the semiconductor segment which, let's be clear, had experienced an exceptional spring.

The combination of a potential second Trump presidency and the ongoing AI revolution presents a nerve-wracking scenario for investors. While performance has been difficult to complain about, the increased volatility and reduced visibility have made investing more complicated. This opinion piece questions whether investors should remain in stocks until the end of 2026, considering these factors.

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The conjunction of President Trump's second term and the technological revolution of AI is not really an ally for investors' nerves.

The publication "Le Temps" presents this as an opinion piece, emphasizing that the views expressed are solely those of the author and do not represent the newspaper's position. The article is part of a subscription offering that provides access to in-depth investigations, analyses, and decrypts.

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In terms of performance, it is difficult to complain, but in terms of visibility and volatility, investing has become more complicated.