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Weekly Market Pulse: Markets Review

Source: SeekingAlpha

2026-06-22 03:49:00 ET

Can Tech Stocks Keep Outperforming?

Technology stocks have been outperforming for a long time. That’s how technology gets to be nearly 40% of the S&P 500 and the Russell 1000 and 60% of the NASDAQ 100. The concentration of the indexes in technology stocks is a function of how well they’ve performed, and the performance has solid, fundamental roots. They continue to outperform this year, the AI boom being the driving force now, but the outperformance of tech – and the underperformance of just about everything else – actually dates back to 2017. Ironically, while AI is driving today’s outperformance, it is also reversing the things that started the outperformance 10 years ago....

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Weekly Market Pulse: Markets Review
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