The materials sector of the S&P 500 has been the strongest of the index’s 11 sectors since Feb. 27.
Source: https://www.marketwatch.com/story/15-stocks-in-the-s-p-500-s…
Tech hardware companies are expected to grow in 2026 due to increased data center spending. Many companies are still trying to obtain access to increased AI computing power.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
Investors interested in the Transportation sector can watch out for fourth-quarter 2025 earnings reports of UNP, UPS, AAL and NSC.
