Sector Briefing: Technology

[출처/시간] Briefing.com - 11:06 AM ET, 05/22/2026

The S&P 500 (+0.6%) is looking for a higher finish to the week with seven sectors holding early gains, including top-weighted technology (+1.0%).Key factors driving today's performance include:Strong leadership from chip-related names lifting the PHLX Semiconductor Index (+2.5%) to a fresh record high. Renewed interest in software names putting the iShares Expanded Tech-Software Sector ETF (IGV 93.82, +1.34, +1.44%) on track for its best close since late January.Top GainersDell Technologies Inc. (DELL 292.10, +39.30, +15.55%): rallying to a fresh record high after Lenovo's strong Q4 results reinforced optimism around global PC recovery and accelerating AI infrastructure demand.Zoom Communications, Inc. (ZM 108.50, +11.75, +12.14%): hit its best level since August 2022 before narrowing its gain. Company beat Q1 expectations, issued below-consensus EPS guidance for Q2, issued above-consensus guidance for FY27, and announced a buyback. KeyBanc upgraded the stock to Sector Weight from Underweight.QUALCOMM Incorporated (QCOM 237.65, +24.24, +11.36%): on track for a fresh record close.NetApp, Inc. (NTAP 137.93, +13.98, +11.28%): seeking its best close since October 2000.AST SpaceMobile, Inc. (ASTS 105.76, +9.53, +9.91%): rising to its best level since early February.Top LosersEchoStar Corporation (SATS 123.09, -5.35, -4.16%): slipping to its 50-day moving average (123.18).
Strategy Inc (MSTR 160.32, -4.54, -2.75%): falling toward its 50-day moving average (154.85).
Sandisk Corporation (SNDK 1517.84, -24.40, -1.58%): slipping from record territory.
Ciena Corporation (CIEN 579.76, -7.47, -1.27%): hit its best level since February 2002 before turning negative.
Palantir Technologies Inc. (PLTR 135.72, -1.70, -1.24%): giving back yesterday's gain.