Will the tech sector generate more excitement for investors in the second half of 2015 than it did in the first? The answer will depend in part on how consumers respond to new devices, and how the market responds to historic splits and executive changes at high-profile companies.
So far this year, the tech sector within the S&P 500 is basically flat, roughly in line with the broader market. The best performers are Electronic Arts, Skyworks Solutions and Altera. The worst performers include Micron Technology, SanDisk and Seagate Technology.
How will tech now perform in the months ahead?
As always, tech giants will try and thrill consumers with new products, and no device will garner more attention than Apple's next iPhone, expected to be released this fall. Analysts are looking forward to improvements for the 6S including updates to Siri, maps and perhaps a pressure-sensitive display.
"We already had early adopters buy the new form factor, the new iPhone 6 and iPhone 6 Plus," said Horace Dediu, principal analyst at Asymco. "Now it's time for the later adopters. There are so many older iPhones still in use."
In its last reported quarter, Apple sold more than 61 million iPhones, representing 40 percent year-over-year growth.
Another theme to watch in the second half: tech companies splitting in two.
EBay's spinoff of PayPal is scheduled to be completed July 17. EBay executives say the split will create two more nimble, focused companies.