Woofun AI data shows that Kalshi prediction market metrics reflect trader caution regarding the NASDAQ-100 Index performance in the second half of the year. Current odds assign a 50% probability to the index stabilizing above 30,000 points by year-end, a 40% probability of surpassing 32,000 points, and merely a 27% probability of reaching 33,000 points, indicating diminished expectations for sustained AI-driven growth.

UBS released a report stating that following strong semiconductor sector results in the second quarter, the market is reassessing the next phase of AI trading. While long-term AI growth logic remains intact, the bank suggests a potential structural shift in market leadership, with capital possibly rotating from overvalued technology stocks to other sectors, exposing tech equities to valuation adjustments and rotation pressure in the second half.