Expanding AI trade is turning safety stocks into a 'Texas hedge'

The growing AI trade is infiltrating traditionally safe sectors like utilities, making hedging more difficult.

CNBC • Oct 21, 2026

Consumer Staples Are Having a Moment—and the Rally Could Continue

Consumer staples have kept pace with the market this year. Improving technical signals and insider buying suggest the sector's rally could continue.

Barrons • Oct 20, 2026

Buy 5 High-Flying Consumer Staples Stocks for a Stable Portfolio in Q4

CO, MO, LW, SJM and ELF have delivered over 20% YTD returns, backed by growth strategies and favorable earnings trends.

Zacks Investment Research • Oct 15, 2026

New State Street Sector ETFs Give Biggest Stocks Full Weight

State Street Investment Management launched four sector ETFs on Wednesday, built to give each sector's largest companies their full weight. Key Takeaways: XLKM aims to give Nvidia 20.93%, compared with 15.41% in its Select Sector counterpart, XLK.

ETF Trends • Oct 14, 2026

Holiday Spending Set for Strong Growth: ETFs in Focus

Holiday sales are poised to cross $1 trillion, fueled by e-commerce, AI-powered shopping and resilient consumer spending. Here are five ETFs positioned to benefit from key holiday trends.

Zacks Investment Research • Oct 5, 2026

The Next Big Move In Interest Rates: How I'm Buying The Dividend Sell-Off

Dividend stocks are under pressure from rising long-term interest rates. What matters most in the near term is where interest rates are headed next. I detail the factors at play and where I think the best risk-adjusted places to allocate capital today are.

Seeking Alpha • Oct 3, 2026

Which Consumer Staples ETF Offers Better Value: XLP or IYK?

State Street Consumer Staples Select Sector SPDR ETF offers a significantly lower expense ratio of 0.08% compared to 0.37% for iShares U.S. Consumer Staples ETF. While iShares U.S. Consumer Staples ETF includes exposure to healthcare and materials, the State Street fund is almost exclusively focused on consumer defensive stocks.

The Motley Fool • Oct 1, 2026

How to Play the AI Trade With a Core-Satellite ETF Strategy

Unsure whether AI is a bubble or a boom? A core-satellite ETF strategy can help investors pursue AI growth without making an all-or-nothing bet.

Zacks Investment Research • Sep 30, 2026

ValuEngine Weekly Commentary: Sector And ETF Performance

U.S. equity markets were mixed this week, with technology and growth-related areas leading, while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF rose 3.24%, and the S&P 500 ETF gained 1.29%, supported by strong performance in Technology, Communication Services, Health Care, and Industrials.

Seeking Alpha • Sep 29, 2026

Costco Earnings Ignite Case for Consumer Staples

Costco's fiscal year 2026 has officially concluded, and the retailing giant certainly closed out on a high note. Key Takeaways: Costco recently released its Q4 2026 and fiscal year 2026 operating results, which showcased compelling sales growth and outpaced analyst expectations.

ETF Trends • Sep 28, 2026