Liz Ann Sonders(@LizAnnSonders):S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD; Communication Services, buoyed by Meta, has more recently joined rally (S&P 500’s best performers in September); yet, credit markets are signalling greater caution; option-adjusted spreads for S&P 500 Information Technology and Telecommunication Services corporate bond sectors have widened by more than those of any other sector, suggesting bond investors are demanding greater compensation for risk in these sectors, even as equity investors remain optimistic @SPDJIndices

Liz Ann Sonders

@LizAnnSonders

Chief Investment Strategist, Schwab Center for Financial Research. Disclosures:

参加 January 2015

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Liz Ann Sonders@LizAnnSonders

2026.10.02 12:39

S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD; Communication Services, buoyed by Meta, has more recently joined rally (S&P 500’s best performers in September); yet, credit markets are signalling greater caution; option-adjusted spreads for S&P 500 Information Technology and Telecommunication Services corporate bond sectors have widened by more than those of any other sector, suggesting bond investors are demanding greater compensation for risk in these sectors, even as equity investors remain optimistic @SPDJIndices