One of the longer-term booms in the stock market right now is right at the center of the technology sector, as the space is responsible for most of the returns now in the S&P 500 and Nasdaq-100 indexes. This feature is likely to continue into the future, considering how relatively early it is in the artificial intelligence race not only in the United States but worldwide.
With this tailwind in mind, investors can start to build their portfolio ideas and criteria around the companies that are best positioned to grow from this technology race, in some of the names that not only hold a large portion of the market but that also have made themselves indispensable for others who rely on them to keep developing the right technology and grabbing more market share.
