Eric Freedman, chief investment officer at U.S. Bank Wealth Management, has increased his stock holdings in recent months and is growing more bullish on the tech sector in anticipation that companies' earnings will improve as the economy remains resilient. Jonathan Golub of Credit Suisse on Tuesday raised his year-end target on the S&P 500 to 4,700 from 4,050, citing a stronger economic outlook and expectations of strong technology and communication service earnings. Yet many strategists remain bearish, wary of shortfalls during the ongoing earnings season to surprises in the durability of inflation.