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.
Nvidia is gaining momentum with its stock poised to reach all-time highs, driven by strong growth in AI and the semiconductor sector. Valuations in tech and semiconductors remain below their 2025 peaks, supporting further upside potential. Increased ...
The iShares Expanded Tech Sector ETF (IGM) provides wider tech sector exposure than the traditional XLK ETF, including communications, consumer discretionary, and non-S&P 500 North American firms. This broader mandate results in a lower forward price...
The S&P 500 Index reached a new record high on August 4, driven by a strong 5% surge in technology stocks, while energy stocks fell 0.5%. Despite energy being the top-performing sector in 2026 with a 32.7% gain, slightly ahead of tech's 30.1%, the re...
