Tech in a “Needed Reset:” 5 Sectors to Own Right Now

Charles Schwab's Kevin Gordon says a “needed reset” is underway in technology as 10 mega-cap stocks account for 40% of the S&P 500. He argues an equal-weighted approach makes sense and discusses four sectors to watch and where he sees the market's greatest value heading into 2027; the article provides no specific sector names or valuation figures.