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Eric Balchunas|Oct 16, 2025 12:03

Tech is eating the S&P 500, now 35% of index but yet only 26% of overall ETF assets in are sector and only 22% of active assets in it, which is why active beat rates are worse than normal for the past 12mo = people overthinking market again. US tech is awesome. Own it. (Eric Balchunas)

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Timeline

Nov 12, 12:34Institutional investors are buying U.S. stocks on the dip.

Nov 10, 09:35U.S. chip stocks strengthen pre-market

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Oct 20, 12:15The stocks of seven major tech giants are all rising.

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