Schwab Strategist Says Tech Needs a Reset as S&P 500 Concentration Rises

With just 10 mega-cap stocks accounting for roughly 40% of the S&P 500, market concentration is becoming a growing concern for investors.
Charles Schwab strategist Kevin Gordon joins TheStreet’s Cline Woods to discuss why technology stocks may need a “reset,” the case for equal-weight investing, four sectors worth watching, and where he sees the market’s biggest value opportunities heading into 2027.