Search Results for: tech

S&P 500 Index and Technical Score At 81.01, the S&P 500 is in overbought territory. A short pause wouldn’t surprise anyone, but momentum still favors the bulls. Image: Real Investment Advice

World Technology Earnings Since 2010, the technology sector has consistently outpaced the broader market, driven by booming profits, the dominance of U.S. tech giants, and steady productivity gains. Image: Goldman Sachs Global Investment Research

Global Quarterly Tech Capex Growth Tech investment has surged in recent years, but the underlying rhythm hasn’t changed: global tech capex has grown 14.6% annually since 2013, right in line with its decade‑long trend. Image: Goldman Sachs Global Investment Research

U.S. Tech and S&P 500 – 1-Year Total Return Performance to Peak Past market bubbles often ended with explosive last-year rallies, far outpacing normal bull market returns. That kind of blow-off surge just isn’t happening in U.S. tech or the S&P 500 right now. Image: Goldman Sachs Global Investment Research

Mega-Cap Growth & Tech Positioning With positioning at the 78th percentile, appetite for mega-cap growth and tech stays strong, but not overstretched. Image: Deutsche Bank Asset Allocation

World Technology vs. World Ex. TMT Relentless innovation and society’s digital obsession have kept tech earnings racing ahead of global peers—and there’s little sign the momentum is fading. Image: Goldman Sachs Global Investment Research

Weight of Tech as % of Total U.S. Market Tech doesn’t just lead the U.S. stock market—it defines it with roughly 40% of the total U.S. market cap. That tight link raises a bigger question: when the sector’s grip loosens, will the market still stand on its own? Image: Goldman Sachs Global Investment Research

Earnings of Tech Companies While U.S. tech stocks benefit from a wave of strong performance fueled by both hype and solid earnings fundamentals, non-tech stocks continue to experience prolonged earnings stagnation. Image: Topdown Charts

Tech IPOs vs. Non-Tech IPOs Tech IPO shares have soared an average of 108% above their offering price. By comparison, non-tech IPOs have gained 49%, a solid return but significantly less than the surge seen in tech offerings. Image: Yahoo Finance

S&P 500 Technical Composite A composite of technical breadth measures points to the S&P 500 being overbought, raising the likelihood of a selloff. Image: MarketDesk Research

Magnificent Seven Stocks vs. Unprofitable Tech The Magnificent 7’s market dominance may be waning, at least in the short-term, as unprofitable tech stocks have recently outperformed these tech giants, indicating a broader market expansion. Image: Goldman Sachs Global Investment Research