June 1, 2026 Market Moment

Market Moment

Glen Eagle®: America’s Women-Owned Trading Desk®

6/1/2026

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

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

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This desk commentary is for informational purposes only

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