This Major Market Rotation Just Handed Dividend Investors A Huge Gift

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

Seeking Alpha • Feb 23, 2026

Trump tariff reversal could cut costs for US energy firms but will likely leave broader flows unchanged

The U.S. Supreme Court's Friday decision to strike down trade tariffs imposed by President Donald Trump last year may ease costs for some oil producers and drillers, but experts and analysts told Reuters that broader energy flows would likely remain unchanged for now.

Reuters • Feb 20, 2026

These 3 Sectors Are Crushing Tech in 2026. Time to Invest?

Technology stocks have flatlined so far in 2026 due to artificial intelligence sector (AI) fatigue. Materials and industrial shares are rising on economic optimism and the AI infrastructure buildout.

The Motley Fool • Feb 20, 2026

Should You Invest in the State Street Energy Select Sector SPDR ETF (XLE)?

Designed to provide broad exposure to the Energy - Broad segment of the equity market, the State Street Energy Select Sector SPDR ETF (XLE) is a passively managed exchange traded fund launched on December 16, 1998.

Zacks Investment Research • Feb 19, 2026

ETFs to Gain as Japan Pledges to Invest $36B in U.S. Projects

Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

Zacks Investment Research • Feb 19, 2026

Velocity Amid Volatility: ETFs See $250B+ Inflows in 6 Weeks

The exit velocity from 2025 is continuing into 2026. Exchange-traded funds (ETFs) have already gathered over $250 billion in inflows in the first six weeks of the new year, proving that demand for the investment vehicle remains robust despite a volatile start.

ETF Trends • Feb 18, 2026

XLE Surged 21.6% This Year as Oil Majors Navigate $64 Crude Reality

The Energy Select Sector SPDR Fund ( NYSEARCA:XLE ) has surged 21.6% year to date as markets pivot from energy transition rhetoric toward energy security concerns.

24/7 Wall Street • Feb 16, 2026

Energy Stocks Are Printing Cash — So Why Are They Still Cheap?

Energy companies are generating some of the strongest cash flows in the market — yet their valuations still reflect recession-level pessimism.

Benzinga • Feb 16, 2026

This Sector Is Unexpectedly Crushing the Rest of the Market This Year

Oil stocks are surging, and aggressive U.S. foreign policy is likely the primary driver. Artificial intelligence fatigue could also be pushing some investors into energy stocks.

The Motley Fool • Feb 14, 2026

Undisruptable: How Dividend Stocks Became Market Leaders - And Why That Scares Me

Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.

Seeking Alpha • Feb 14, 2026