Disney-Heavy ETFs to Watch After Impressive Q2 Earnings

Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.

Zacks Investment Research • May 7, 2026

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

The communication services sector is a concentration bet dressed up as diversification.

24/7 Wall Street • May 2, 2026

Invest In The Top Part Of The K-Shaped Economy

Investing in technology is now essential as tech sector earnings and profit margins surge, driven by AI infrastructure capex and data center buildouts. Despite high growth and profitability, the tech sector trades at only a modest premium to the S&P 500, with a PEG ratio of 0.8x. Dividend-focused ETFs like TDIV and TDVI offer exposure to tech's upside while providing income, making them attractive for income-seeking investors.

Seeking Alpha • May 2, 2026

After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales

Technology Select Sector SPDR Fund (XLK) remains fundamentally strong despite Q1 underperformance driven by macro volatility, not sector weakness. XLK's heavy concentration in top tech and semiconductor names directly ties its performance to the ongoing AI and semiconductor infrastructure boom.

Seeking Alpha • Apr 11, 2026

XLC Is Down 8.78% Year to Date and the Catalysts That Matter Most Are Still Ahead

Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) is down 8.78% year to date, and the two stocks most responsible for that slide are the ones you need to watch most closely over the next 12 months.

24/7 Wall Street • Mar 31, 2026

XLC: Further TMT Downside Possible, Here's Where To Buy (Rating Downgrade)

State Street Com Svc Sel Sec SPDR ETF is downgraded to hold after a strong rally from April 2025 lows. XLC trades at 17x earnings with a 9.3% long-term growth rate, yielding a PEG just under 2.0x—reasonable but not compelling.

Seeking Alpha • Mar 15, 2026

Capturing Investment Themes By Mixing Sector ETFs

Today's market continues to evolve at a rapid clip. That said, traditional broad market exposure is unable to accurately capture long-term secular trends.

ETF Trends • Mar 2, 2026

Do More for Your Core: A Tactical Roadmap for Sector Investing

Sector investing — it's a typical strategy for advisors if their clients are looking beyond broad market exposure by targeting a specific sector. The concept is fairly straightforward, but implementing the strategy is not as simple as it sounds.

ETF Trends • Feb 26, 2026

XLC Holds 46% in Just Three Stocks, Creating An Unusual Risk for Sector ETF Buyers

When investors buy a sector ETF, they want exposure to a specific corner of the market without picking individual stocks.

24/7 Wall Street • Feb 17, 2026

Energy Leads This Year As Tech And Financials Fall Behind

Energy, basic materials, and defensive consumer stocks are in. Tech and financials are out.

Seeking Alpha • Feb 11, 2026