In this week’s Seaspray Private financial data insight we analyse the divergent performance of the S&P 500 in 2026, with a particular focus on the technology sector and its outsized influence on US equity returns. We explores how AI-related disruption has weighed heavily on software and SaaS companies, while semiconductor equipment firms have delivered strong gains. By comparing market-cap-weighted and equal-weighted S&P 500 indices, our analysis highlights underlying strength in broader US corporate performance despite headline index weakness.
Taking Stock: Technology, AI Disruption and US Equity Market Divergence
If you would like to discuss any of the above content or have a broader investment conversation please speak with one of our trusted advisors or contact us here:
Email: info@seasprayprivate.ie
Phone: +353 65 6710 507
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investments may go down as well as up.
Copyright Seaspray Private. 2025
Seaspray Private Ltd trading as Seaspray Private is regulated by the Central Bank of Ireland.
Registered in Ireland number: 692221. Copyright 2025 Seaspray Private Ltd.
