The S&P 500 is poised for record highs in 2026 as underlying investment themes in the tech sector are fully intact. Technology companies represent more than one-third of the S&P 500 and will continue to fuel ongoing AI infrastructure investments. Gartner forecasts continued, though moderating, AI infrastructure and Data Center market expansion, supporting above-average earnings growth for QQQ constituents.
Next year may not be a repeat of the past three years, and your portfolio can benefit tremendously from a shake-up.
At one point in early November, the Dow Jones Industrial Average (DJIA) briefly topped 48,000 for the first time ever. At different times in 2025, the NASDAQ and S&P 500 have made new all-time highs (ATHs).
The “Boom vs. Bubble” debate over Artificial Intelligence (AI) is getting louder.
AI bubble fears rise due to stretched valuations. Time to shift gears?
State Street Investment Management (SSIM) is home to the lowest-cost S&P 500 ETF — the SPDR Portfolio S&P 500 ETF (SPYM) — and the largest gold ETF, SPDR Gold Shares (GLD). Though these two ETFs have garnered the largest net inflows in October for SSIM, two other previously out-of-favor ETFs have also garnered significant interest.
Despite some high-profile misses this week, S&P 500 EPS growth for Q3 2025 accelerated to 9.2%. All eyes will be on Mag 7 reports this week: Microsoft, Meta and Alphabet out on Wednesday, and Apple and Amazon out on Friday. Potential earnings surprises this week: UnitedHealth, Verizon, Booking Holdings, CVS Health Corp, Fox Corp, Estee Lauder and more.
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the SPDR Dow Jones Industrial Average ETF (DIA), a passively managed exchange traded fund launched on January 13, 1998.
Inflation is still present, but not running out of control. Sounds like "Goldilocks" to pre-market traders.
Tuesday, September 16, 2025 Ahead of today's opening bell, new economic data should help color in the lines of what we expect the Fed will do at its next monetary policy meeting, which starts today and concludes with a new Fed funds rate tomorrow afternoon. The new figures out this morning are warmer than expected: will they matter to the Fed?
The Unemployment Rate ticks up to +4.3%, the highest level since October 2021.
Markets celebrate Powell's Jackson Hole commentary; Danielle DiMartino Booth thinks he's a little too late. Bond yields are falling, declining long-term yields often signal recession, and the easing cycle could deepen economic risks.