Tech and gold expected to rebound in Q2 2026 as US-Iran tensions ease and market fears drop

Investor Jack Bowman remains optimistic about technology stocks and gold for the second quarter of 2026, anticipating a market recovery as the US-Iran conflict stabilizes and fear subsides. He believes the negative outlook on software companies, especially AI-focused firms like Zeta Global, is exaggerated, highlighting their strong earnings resilience. Additionally, gold and gold mining ETFs like GDMN are expected to rally amid ongoing Federal Reserve policy uncertainty and skepticism about the US dollar. Despite concerns about capital intensity, major tech companies (hyperscalers) are fundamentally strong, presenting attractive buying opportunities due to current market pessimism.