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Three months left: US technology stocks will keep winning in 2026

The Nasdaq Composite reached a high overnight, even as bond yields keep rising and geopolitical risk remains high. It's indicative of investors' enthusiasm for the artificial intelligence trade, which looks set to continue as we enter another reporting season for US stocks. The big gainers of the year so far are most likely to be 2026's winners in December.

Today's watchlist: Southern Cross Electrical Engineering, ILF Latin America ETF, South32

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