Information Technology sector roundup — 2026-10-27
The Information Technology sector led the S&P 500 on Monday, ranking first among all 11 sectors. Its return of 1.47% more than doubled the 0.71% gain of the broader S&P 500 index.
The Information Technology sector led the S&P 500 on Monday, ranking first¹ among all 11 sectors. Its return of 1.47%² more than doubled the 0.71%³ gain of the broader S&P 500 index.
The move was broad, with 75.0%⁴ of the sector's stocks rising and a median return of 1.48%. This breadth was supported by gains in semiconductors and related devices, which saw a median return of 2.62%⁵, and computer storage devices, which rose by a median of 3.06%⁶. Conversely, prepackaged software lagged with a median return of -0.23%⁷.
Among the largest holdings, Nvidia Corp rose 2.39%⁸ and Microsoft Corp climbed 1.54%⁹, while Apple Inc. fell 1.1%¹⁰. The day's biggest winners included Lumentum Holdings Inc. up 8.19%¹¹, Everpure, Inc. up 6.49%¹², and Coherent Corp. up 5.83%¹³. On the downside, Reddit, Inc. dropped 4.02%¹⁴.
Longer-term performance is mixed. Over the last month, the sector is behind the S&P 500 by 3.42 percentage points¹⁵, following a monthly return of -4.27%¹⁶. However, the sector remains ahead of the index by 4.67 percentage points¹⁷ over the last three months, during which it returned 8.08%.
Educational tool. Not investment advice. This article was produced with automated assistance. Every figure in it was checked against the underlying data before it was published; the interpretation was not.