Technology and banking stocks outperform as earnings visibility improves

Technology and banking stocks strengthened after updated earnings guidance pointed to stable deal pipelines and stronger-than-expected credit performance. Equity analysts reported improved forward visibility in cloud services, enterprise software, and retail banking segments. Investors favored large-cap names with recurring revenue strength and disciplined expense structures. Banking shares also rose as provisions remained lower than anticipated. 

Institutional flows showed steady accumulation, indicating a shift toward companies demonstrating resilient fundamentals ahead of the next quarterly earnings cycle.