State Street Industrial Select Sector SPDR ETF

XLI

Market cap $30.5B

The Industrial Select Sector SPDR Fund (XLI) is rated Buy, leveraging multi-year defense rearmament, domestic reshoring, and electrification cycles for durable growth. XLI's 27% aerospace and defense allocation and top holdings like GE Aerospace and RTX benefit from contracted backlogs and policy-driven spending. The recent 9.6% pullback from March 2026 highs, driven by trade-policy anxiety, offers a re-entry point with 14% upside to a $185 target.

Mizuho analyst Brett Linzey is looking for industrial stocks that can work after the Iran war winds down.

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Victoria Fernandez, Crossmark Global Investments, joins 'Closing Bell' to discuss the recent price action in oil, the strength in tech stocks and more.

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Technology stocks have flatlined so far in 2026 due to artificial intelligence sector (AI) fatigue. Materials and industrial shares are rising on economic optimism and the AI infrastructure buildout.

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Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

The industrial sector doesn't make headlines like tech stocks do, but it's the machinery behind infrastructure spending, defense budgets, and manufacturing cycles.