Internet 2H‘26 Catalyst Matrix: A catalyst rich 2H for products, events and IPOs

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Internet 2H‘26 Catalyst Matrix: A catalyst rich 2H for products, events and IPOs

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Internet/e-Commerce

Internet 2H’26 Catalyst Matrix: A catalyst

rich 2H for products, events and IPOs

Industry Overview

Non-stop news flow expected in the second half of 2026 12 June 2026

We are publishing our 2H'26 Internet catalyst matrix, which contains a list of 151 Equity

potential industry, company, and product events expected in 2H'26, and outlines United States

potential beneficiaries and those at risk. For FANG stocks, 2H catalysts include: Sector:

IPOs of AI companies that are both partners and potential competitors, potential capital JustinResearchPostAnalyst

raises, & Cloud upside but higher 2027 capex. Meta: New AI product and glasses BofAS

+1 415 676 3547

announcements at Connect Conf in Sep, new LLMs, AI subscription services. Google: justin.post@bofa.com

rollout of Universal Cart and new AI ad formats announced at I/O, Gemini 4. Amazon: Michael McGovern

AWS re:Invent, AI deals enabled by capacity growth & OpenAI model offering, and Leo Research Analyst

BofAS

commercial launch. For AI, we see Google best positioned, Amazon making most +1 415 676 3520

progress, and Meta most uncertain but opportunity to flip sentiment. mmcgovern@bofa.com

Omar Dessouky, CFA

Macro Themes – Consumer uncertainty and AI cycle ResearchBofAS Analyst

In 1H’26, we think Internet sector performance was pressured by growth & momentum +1omar.dessouky@bofa.com646 855 0686

funds’ rotation into semis & hardware. This phase of the AI cycle could persist until Nafeesa Gupta

hardware/semis capacity better meets demand, after which services capitalizing on this Research Analyst

infrastructure should be positioned to outperform. Meanwhile, geopolitical uncertainty BofAS+1 415 436 3558