XLK ETF

Retail investors are feeling positive about the market in 2025, according to eToro's latest report. Analyst Bret Kenwell explains that while they are optimistic, they are also being careful, planning to invest more in cryptocurrencies and stocks while keeping some cash on hand. The survey indicates a preference for the financial sector and major tech companies, including those involved in artificial intelligence.

Tech stocks have declined after the Federal Reserve made a cautious decision at its last meeting of 2024. Yung-Yu Ma, chief investment officer at BMO Wealth Management, shares his optimistic view for tech stocks in 2025, suggesting that the recent pullback could create opportunities for growth. He believes that not only the largest tech companies will thrive, but also many mid-sized firms that leverage AI tools to enhance efficiency and productivity.

Tech stocks pull back after the Federal Reserve delivered a hawkish cut at its final meeting of 2024. BMO Wealth Management chief investment officer Yung-Yu Ma joins Madison Mills and Julie Hyman on Catalysts to discuss his 2025 outlook for tech stocks.

All three of the major indexes (^DJI,^GSPC, ^IXIC) rebound from a selloff fueled by the Federal Reserve's 2025 forecast coming in more hawkish than expected. Haywood Wealth Management president and co-founder Justin Haywood joins Wealth!

Move over Magnificent Seven, the BATMMAAN has arrived! This new group of leading tech stocks includes Broadcom, Apple, Tesla, Microsoft, Meta Platforms, Amazon, Alphabet, and Nvidia, with Apple being highlighted as a strong performer. Jay Woods from Freedom Capital Markets believes Apple could reach a $5 trillion market cap by the end of 2025, while also addressing concerns about Nvidia's recent drop and the Dow Jones Industrial Average, suggesting that these are just temporary pauses.

XLK, FDN, FXL, PSCT and XSW are included in this Analyst Blog.

Adam Crisafulli, Vital Knowledge founder, and Patrick Fruzzetti, Rose Advisors at Hightower managing director, join 'Closing Bell Overtime' to talk the day's market action.

XLK offers concentrated technology exposure and has over 40% in Apple, Nvidia, and Microsoft, leading to potential diversification issues. Furthermore, its blanket approach to industry groups can miss opportunities in strong trends like software in H2. Blending XLK with other ETFs can mitigate its concentration risks and potentially enhance gains, as demonstrated by successful 50/50 portfolios with XSW and IGV.

Paul Meeks, Harvest Portfolio Management chief investment officer, joins CNBC's 'Money Movers' to discuss the record highs across big tech, which tech companies he is bullish on, and more.