The market has cooled on tech. These are the trades to make now, says this strategist.
Yahoo Finance·2026-01-26 14:31Microsoft will help launch the Big Tech earnings season on Wednesday - ronny hartmann/Agence France-Presse/Getty Images The ongoing fourth-quarter corporate earnings season has gotten a mixed reception. By Friday, 75% of the S&P 500 companies that had reported delivered a positive earnings-per-share surprise, which is below the five-year average of 78%, according to FactSet. This may partly explain — along with geopolitical angst — why the S&P 500 SPX has been struggling to burst above the 7,000 level. ...