Tech and semiconductor sectors have outperformed the broader market with gains of about 33% and 45% respectively since the Iran war began. This surge reflects investors' rotation toward sectors with durable earnings amid expectations of slower growth, higher inflation, and rising interest rates. Despite the sharp rebound, valuations remain reasonable due to strong profitability and high return-on-equity, suggesting these sectors may continue to lead the market. Russ Koesterich of BlackRock highlights this trend as a signal of shifting economic expectations and robust earnings potential in tech.
Software ETFs experienced a sharp pullback in June, reaching oversold levels, yet they have successfully defended their April lows, indicating market resilience. Cybersecurity stocks like CRWD and PANW are outperforming significantly, trading at high...
Financial advisors are increasingly favoring sector ETFs over mutual funds, with ETF allocations expected to surpass mutual fund allocations by 2027. This shift is driven by a decline in corporate dividends, replaced by share buybacks, prompting advi...
In the first half of 2026, the market returned 8%, driven by strong performances in technology and energy sectors. Looking ahead to the second half, financials and communication services are seen as attractive due to growth potential and reasonable v...
The Invesco S&P SmallCap Information Technology ETF (PSCT) has outperformed the XLK ETF by 9% since January 2026, primarily due to strong gains in semiconductor stocks. This performance aligns with accelerating earnings growth in the semiconductor se...
Barclays increased its year-end 2026 S&P 500 target to 7,800 from 7,650, driven by a stronger earnings outlook for U.S. companies. The bank raised its 2026 earnings-per-share estimate to $337, expecting about 21% annual growth from 2025. Despite trim...
