XLK, XLE, or XLU? Building Your Sector Pairs

Finding the right sectors is getting harder. Inflation, rising rates, and narrow market leadership combine to reshape the investing landscape.

ETF Trends • an hour ago

NVIDIA Ramps Up Shareholder Returns: ETFs in Focus

NVIDIA's massive buybacks, dividend hike and booming AI growth put Nvidia-heavy ETFs like SMH, XLK, QQQ and SOXX in focus.

Zacks Investment Research • 3 hours ago

It's Nvidia's World: How Advisors See the Next Phase of AI

Sometimes it feels like it's Nvidia's world, and we are all just living in it. As we brace for the firm's latest earnings report coming Wednesday, we could say that Nvidia (NVDA) earnings — and more importantly, its forward guidance — have become much more than a par-for-the-course quarterly disclosure.

ETF Trends • May 20, 2026

XLK's quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC | FTEC Price Prediction) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK).

24/7 Wall Street • May 20, 2026

SaaS-pocalypse Reversal? AI Memory Chips Slide, Software Finds Strength

In a reversal from the SaaS-pocalypse, software is finding strength while AI memory names like Micron (MU) and SanDisk (SNDK) are selling off. Kevin Hincks explains how this all plays into the big picture for tech as Nvidia (NVDA) readies to report earnings Wednesday.

As Chip Stocks Warn Of 'Empire State Building' Top, How To Profit No Matter What Happens Next

VanEck Semiconductor ETF (SMH) and other semiconductor ETFs surged 200%+ in 13 months, now showing signs of a potential technical top. Trees don't grow to the sky, as they say. The recent 45% rally in SMH over six weeks is historically rare for semiconductors, resembling an 'Empire State Building' top formation (what I call it). Technical indicators like PPO highlight an extremely stretched move, raising caution for investors exposed via SMH, SOXX, QQQ, DIA, and S&P 500.

Seeking Alpha • May 19, 2026

How I Would Build A Near-Perfect 8%-Yielding Retirement Portfolio Right Now

There are several different paths to retiring on dividends. However, they all have major drawbacks. I share an approach that I have honed over time that seeks to bring out the best of each strategy and minimize its deficiencies.

Seeking Alpha • May 18, 2026

VGT And XLK: Why I Am Downgrading Them

I am downgrading Vanguard Information Technology Index Fund ETF and State Street Technology Select Sector SPDR ETF to Strong Sell after significant rallies. VGT and XLK have surged 20.4% and 22.6% YTD but face high concentration risk and are vulnerable to economic and interest rate shocks. My base case assigns a 50% probability to Technology declining 10% while the broader market holds steady, with an expected return of -15.6% for these ETFs.

Seeking Alpha • May 16, 2026

State Street Tech Sector ETF XLK Passes $100 Billion in AUM

Whenever an exchange-traded fund passes a critical milestone for assets under management, it's often worth taking a closer look. After all, there's frequently a good reason an ETF has managed to amass such an impressive amount of funds.

ETF Trends • May 15, 2026

U.S. Natural Gas Futures Gain Ground

U.S. natural gas futures were higher, fluctuating from one day to the next as the market weighs fading heating demand against a gradual pickup in cooling needs.

WSJ • May 13, 2026