Technology Select Sector SPDR Fund

XLK

Market cap $93.4B

XLK and other sector ETFs set to gain as expectations surge for a potential Federal Reserve rate cut in December.

Otis Worldwide Corp and Build-A-Bear Workshop offer attractive long-term dividend growth opportunities amid recent market pullbacks. OTIS remains fundamentally strong, with raised EPS guidance, aggressive share buybacks, and expectations for double-digit growth as economic headwinds dissipate. BBW impresses with robust year-over-year earnings growth, a debt-free balance sheet, ongoing share repurchases, and strategic expansion, supporting future dividend growth.

As data center investment is set to surge and surpass oil spending, you may invest in ETFs like SMH as AI demand reshapes the digital economy.

As temperatures grow cooler, apparently so does the market's immediate-term conviction on some of the year's favorite bets. Consider technology stocks.

The S&P 500's tech sector is under increasing pressure this month, with some investors fearing a stock-market bubble amid the AI race.

The Undercovered Dozen highlights 12 lesser-followed stocks and ETFs, offering fresh investment ideas and sparking community discussion on Seeking Alpha. This week's edition covers articles published between Nov. 7 and Nov. 13, offering fresh investment ideas. Ratings range from strong buy (ACHR, VICI, PSEC) to hold (JEPQ, MSTY) and sell (EOSE, VGT, XLK), with detailed justifications based on valuation, yield, and growth prospects.

XLK carries a much lower expense ratio and higher yield than IYW IYW has slightly outpaced XLK in recent performance and offers broader exposure to communication services stocks XLK is much larger and more liquid, with a more concentrated focus on technology sector leaders

There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.

This past week Wall Street saw another tech rout, as AI valuation concerns dominant earnings calls. This overdue tech reckoning may be daunting to investors that have grown accustomed to parabolic stock moves.

REITs are poised for a strong comeback. Recent headwinds are now turning into tailwinds. Even then, high-quality REITs remain heavily discounted.