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Why I Think XLY And XLC Stand Out Over Tech In 2026 [Seeking Alpha]
Last amazon.com, inc. earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
XLY's performance hinges on macroeconomic improvements, falling rates, and possible multiple re-ratings for companies like Nike and Amazon. I prefer the State Street Communication Services ETF, XLC, over the Technology ETF, XLK, due to lower drawdown risk and compelling catalysts like sector consolidation. XLC's top holdings, Meta and Alphabet, offer attractive valuations and growth triggers, while the ETF balances growth and defensive names. Dmytro Varavin/iStock via Getty Images In my outlook for the market in 2026 (you can check it here ), my stance was optimistic, but cautious at the same time. Part of this is related to the market's high dependence on a few This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL, AMD, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin
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