ETFSector.com December Outlook: Information Technology
We expect the buyer to accumulate near-term oversold conditions given the backdrop of a supportive Fed and solid seasonals.
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XLK Technology
Tech’s High-Wire Moment
November 2, 2025 As the S&P 500 enters another pivotal earnings season, one sector holds the market’s fate in its hands: Technology. The Technology Select Sector SPDR (XLK)—up roughly 32% year-to-date and accounting for more than 32% of the S&P 500’s total market capitalization—has been the engine of U.S. equity performance. Yet as the earnings
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ETFSector.com November Outlook: Information Technology
Market leadership is very narrow, but buyer enthusiasm for Technology shares remains undeniable. We remain long though with some defensive hedges in place.
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ETFSector.com October Outlook: Information Technology
Ai continues to be the dominant theme of this bull market. With inflation in check and a supportive Fed, we are long.
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ETFSector.com September Outlook: Information Technology
AI momentum seems to be peaking in the near-term and we’re expecting some consolidation into Q3 earnings given the bullish scenario that has been priced in from April – August.
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ETFSector.com August Outlook: Information Technology Sector
The Information Technology Sector, boosted by AI tailwinds and strong investor risk appetite, continues to boast the strongest outperformance trend at the sector level.
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ETFSector.com August Outlook: Information Technology Sector
Information Technology Stocks boosted by AI tailwinds and firm investor risk appetite continue to lead equities.
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ETFSector.com June Outlook: Information Technology
Risk Appetite has firmed and Technicals are supportive of “risk on” exposure. Info Tech. is our largest overweight position for June.
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ETFSector.com May Outlook: Information Technology Sector
Please click the link below for our views on technical, fundamental and economic developments driving the Information Technology Sector as we start May. Information Technology Sector May Outlook
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ETFSector.com April Outlook: Information Technology Sector
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Information Technology Sector as we start April. Information Technology Sector April Outlook
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