These Industrial Stocks Send A Bullish Signal About The Economy

Coordinated earnings beat-and-raise from top XLI ETF holdings suggest an industrial upswing.

Investors Business Daily • Jul 23, 2026

House Authorizes $1.15 Trillion Defense Budget: Sector Still Undervalued

The House's $1.15T Fiscal 2027 defense budget authorization signals a structural, multi-year rearmament imperative, driven by global threats. XAR, PPA, and SHLD ETFs are top sector exposures; XAR offers high upside via smaller suppliers, while PPA provides risk-adjusted core exposure.

Seeking Alpha • Jul 23, 2026

How ETF investors should view the ‘great expectations' of earnings season

Is the old adage ‘be careful what you wish for' coming into play on Wall Street during earnings season? JPMorgan Asset Management chief ETF strategist Jon Maier and VettaFi director of research Cinthia Murphy join CNBC's Contessa Brewer on “ETF Edge” to explain this theory, weigh in on their outlooks for the second half of 2026, and offer their advice for investors in the ETF space.

CNBC Television • Jul 22, 2026

Industrials Are Up 17% and Still Catching the Next Wave of AI Money

The Industrial Select Sector SPDR Fund (NYSEARCA:XLI) has climbed 16% year to date and 20% over the past year, outrunning the 9% year-to-date gain for the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by a wide margin.

24/7 Wall Street • Jul 21, 2026

VettaFi's Murphy Discusses Q2 Earnings & Sector Trends on CNBC's ETF Edge

VettaFi Director of Research Cinthia Murphy appeared on CNBC's ETF Edge to discuss second-quarter earnings, thematic ETFs, and sector trends.

ETF Trends • Jul 21, 2026

ValuEngine Weekly Market Summary And Commentary

U.S. equity markets were mixed this week, with technology-led weakness weighing on the broader benchmarks while select defensive and energy-related areas held up better. The NASDAQ 100 ETF declined 2.30%, and the S&P 500 ETF slipped 0.79%, pressured by a 3.14% drop in Technology.

Seeking Alpha • Jul 22, 2026

Time for HALO Sectors & ETFs?

HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.

Zacks Investment Research • Jul 16, 2026

Industrials could be the next big bottleneck trade. Here are some stocks that could benefit.

The next big bottleneck trade might have more to do with bearings than microchips.

Market Watch • Jul 15, 2026

Missed GE's Aerospace Rally? XLI Holders Made More Money

GE Aerospace (NYSE:GE | GE Price Prediction) is having a moment.

24/7 Wall Street • Jul 13, 2026

Industrials Are Leading in 2026, But These ETFs Take Different Routes

AI infrastructure spending, strong defense demand, and rising manufacturing activity have all helped to push the industrials sector higher this year. The benchmark Industrial Select Sector SPDR Fund NYSEARCA: XLI, which tracks a broad index of large S&P companies in the industrials sector, has returned more than 16% year to date (YTD), making it one of the top-performing sector-specific funds over that period.

MarketBeat • Jul 8, 2026