Investors count on earnings to calm tech rout. Plus, a new ETF for solving the S&P 500′s diversification problem

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Investors count on earnings to calm tech rout. Plus, a new ETF for solving the S&P 500′s diversification problemAs earnings season goes into full swing, bullish investors hope solid corporate results will stem a recent tumble in technology shares that has cooled this year’s U.S. stock rally.

On the other hand, signs that profits are flagging or artificial intelligence-related spending is less than anticipated would test the narrative of tech dominance that has boosted stocks this year. That could turn quickly into a problem for broader markets: Alphabet, Tesla, , Microsoft, Meta Platforms, Apple and Nvidia have accounted for around 60 per cent of the S&P 500′s gain this year.

The move out of tech accelerated last week, after a failed assassination attempt on Trump appeared to boost his standing in the presidential race. To be sure, the widening of gains to other parts of the market has heartened some investors over the durability over the rally in stocks this year. “The risk is that mega-caps pull the popular averages lower, but history suggests that strong breadth improvements have been bullish for stocks moving forward,” Ned Davis strategists said in a report on Wednesday.As of July 24, the Globe Investor newsletter is evolving into a new twice a week, subscriber-only newsletter called Market Factors.

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