Telecoms have better reception than the S&P 500

Bloomberg data cited by Seeking Alpha shows telecom stocks outperformed the US SP 500 in 2026 as investors rotated into defensive sectors amid market volatility. Major carriers including Verizon and AT&T posted double-digit gains, highlighting investor preference for stable, dividend-paying telecom names versus the broader index. The note implies sector-level strength in communications may have cushioned portfolios and altered relative performance within the S&P 500 during the period.