Utilities

US SECTORS CALL: What's Up, What's Down In The S&P 500?

Aug 9, 2026 4 min read paid

Information Technology (MW) led the S&P 500 sectors last week, up 7.2%. Investors bought back the tech stocks they sold in July. Tech remains below its June peak (chart). Software stocks were especially strong last week (chart). The Financials, Health Care, and Industrials sectors all rose to record highs last week. We have been rating all three overweight (table above). Materials (OW) had a good week too.

Ed Yardeni
Toby Hearst

DEEP DIVE: AI's Low-Tech Problem

Nov 12, 2025 5 min read

With lofty valuations in AI-related stocks, it's understandable that investors are on edge about anything that might go wrong. Recently, concerns have centered on the ability to bring new AI data centers online at the volume AI providers require. While funding for construction is flowing, a lack of electricity and permitting — two very low-tech problems — might be the Achilles' heel of this otherwise high-tech

Jackie Doherty
Ed Yardeni

Market Call: Sharp U-Turn

May 12, 2024 2 min read paid

The S&P 500 bottomed most recently on April 19 at 4967.23, rising to 5222.68 on Friday. That's very close to its record high of 5254.35 on March 28. That's a very sharp U-turn! It's getting closer to our 5400 end-of-year target and it is only May. Stock prices rallied as the Q1 earnings reporting season delivered

Ed Yardeni

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US SECTORS CALL: What's Up, What's Down In The S&P 500?

DEEP DIVE: AI's Low-Tech Problem

Market Call: Sharp U-Turn