I have learned, as a result, that whenever there is a "journalistic front" (as Rush Limbaugh calls it) about a stock sector, it means that one of the powers that be wishes to drive investment to that area.
By analogy, whenever Business Week, Information Week, etc., start bloviating in synch about a subject, then that is the line that the people at the top want pushed.
It is similar to reading the tea leaves in Pravda in days of old...
Cheers!