FactSet expects tech sector earnings growth of 44% for 2026, double the S&P 500's 22%. The Vanguard S&P 500 ETF (VOO) holds a 35% tech allocation versus 19% for the Invesco equal-weight ETF (RSP). The author recommends VOO as long as tech earnings growth remains strong.
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Intel vs AMD: Who Wins the AI CPU War?
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