June 1, 2026 Investor Insights

America = Technology

June 1, 2026

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions.

Technology companies now represent roughly 52% of the S&P 500 when Alphabet, Amazon, Meta, and Tesla are included. Healthcare, meanwhile, has decreased from 14.2% of the index in 2020 to just 8.3% today. *1
Historically, investors could diversify away from technology by looking overseas. Today, that is harder: 28% of the index is now concentrated in just three semiconductor firms: Taiwan Semiconductor, Samsung Electronics, and SK Hynix. 2
The S&P 500 has historically averaged a 2.6% gain between Memorial Day and Labor Day over the last 50 years, with positive returns 74% of the time. Over the last decade, summer performance has been even stronger, averaging a 6.0% gain with positive returns in 90% of years. *3
SpaceX filed paperwork for an $80 billion IPO, which would be the largest in history, surpassing Saudi Aramco's $25.6 billion IPO in 2019 and exceeding the combined proceeds of the prior three largest IPOs. *3

Sources:

Yahoo Finance – "If It Walks Like a Bubble and Quacks Like a Bubble, Then It's Probably a Bubble"
WSJ – "Emerging Markets Won't Protect You from AI Mania"
MFS – "Beyond the News"

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter.

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