The S&P 500’s expected growth rate for 2025 (top half of the spreadsheet) has risen from +20.9% on October 17th to a now-expected +25.4% as of January 16, 2026. The expected technology sector growth ...

The most notable change is a deterioration of value score for the computer & hardware industry. Based on my latest S&P 500 dashboard, the information technology sector is overvalued by 25% relative to ...