

It's likely fair to say that all of the sectors of the equity market have reacted to 2026's geopolitical pressures in different ways, be it positive or negative. That being said, none have moved in quite as interesting a direction as the materials sector.

The order comes as the administration has ramped up efforts to break China's stranglehold on the mining and processing of rare earths needed for defense and autos.

Q2 earnings are off to a strong start. Tech, Energy, Materials, Finance and Aerospace ETFs could shine as profit growth broadens across sectors.

HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.

State Street Materials Select Sector SPDR ETF is rated 'Hold' due to limited upside after a recent sector rebound. The materials sector benefits from infrastructure and manufacturing trends, but much of the cyclical recovery appears priced in. XLB offers efficient, low-cost exposure to large-cap U.S. materials companies, but its concentrated portfolio amplifies cyclicality risks.

The State Street Materials Select Sector SPDR ETF (XLB) was launched on December 16, 1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Materials - Broad segment of the equity market.

Crude oil settling near $95 a barrel after touching almost $115 in early April has handed the market a cleaner rotation setup than anything tech has offered in months. The IBD Stock Market Today host made the call directly: with USO breaking its 10-week moving average and the 10-year Treasury yield retreating from mid-May highs,... Oil's 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

Rising earnings estimates and strong profit growth forecasts make these five sector ETFs stand out for the rest of 2026.