As US stocks (^DJI, ^IXIC, ^GSPC) tick up in Tuesday's session — the last trading day of 2026's first half — investors' eyes are on the segments of Big Tech that have underperformed thus far. Portfolio Wealth Advisors president and CIO Lee Munson and Yahoo Finance Tech Editor Dan Howley outline what investors have been seeing from Big Tech stocks, especially as memory chips begin to dominate the AI trade.