Tech stocks led at the sector level in 2025. Profit taking since late October and near-term disinflationary signals set the sector up for success to start 2026.
ETFSector.com January Outlook: Information Technology Read More »
We expect the buyer to accumulate near-term oversold conditions given the backdrop of a supportive Fed and solid seasonals.
ETFSector.com December Outlook: Information Technology Read More »
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
Tech’s High-Wire Moment Read More »
Market leadership is very narrow, but buyer enthusiasm for Technology shares remains undeniable. We remain long though with some defensive hedges in place.
ETFSector.com November Outlook: Information Technology Read More »
Ai continues to be the dominant theme of this bull market. With inflation in check and a supportive Fed, we are long.
ETFSector.com October Outlook: Information Technology Read More »
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.
ETFSector.com September Outlook: Information Technology Read More »
The Information Technology Sector, boosted by AI tailwinds and strong investor risk appetite, continues to boast the strongest outperformance trend at the sector level.
ETFSector.com August Outlook: Information Technology Sector Read More »
Information Technology Stocks boosted by AI tailwinds and firm investor risk appetite continue to lead equities.
ETFSector.com August Outlook: Information Technology Sector Read More »
Risk Appetite has firmed and Technicals are supportive of “risk on” exposure. Info Tech. is our largest overweight position for June.
ETFSector.com June Outlook: Information Technology Read More »
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
ETFSector.com May Outlook: Information Technology Sector Read More »
Stay updated with the latests analysis and insights from etfsector.com