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<body><p>VIDEO SHOWS: N/A</p><p>STORY: Conger said investors should trim AI-related holdings as the sector takes up a larger share of indexes such as the S&P 500.</p><p>"Given that the AI CapEx exposure in the broad indices like the S&P are close to 50%, it would seem to us that a good portfolio exercise is to reduce that concentration. You know, obviously don't want to zero that out because it's important, you know, part of the economic growth picture. But we've done everything we can to skew portfolios away from that."</p><p>He likes homebuilders, betting lower interest and mortgage rates could support housing demand.</p></body>
The S&P 500 on Friday pulled back from its record high after another soft economic data release, but the market’s fear gauge continued to snooze. The S&P 500 was down 0.2%. The Nasdaq Composite was down 0.3%.
Chip stocks retreat after a record market run.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
A historically expensive trade suddenly looks much less crowded
Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion alone cannot deliver.
When a leading growth stock resets its base count, it tends to wipe the slate clean of sellers, improving the chance for a breakout.
Almost every ETF claiming to own Dividend Aristocrats actually mixes in other holdings, but a small group of funds holds nothing but these elite dividend growers. Choosing the wrong one in 2026 could cost you years of compounding.
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.
Don't let sudden moves set you back because of impatience.
The stock market rally shows several stocks in extended positions. Four stocks near new highs and buy points are on watch.
Decades of market history suggest this rally has room
Tom Lee wants a 10% correction before the S&P 500 reaches 8,000. Bitcoin, near $63,000, already took that hit.
Clean Harbors trades at $311.57 and has moved in lockstep with the market. Its shares have returned 16.7% over the last six months while the S&P 500 has gained 13.5%.
While the S&P 500 is up 13.5% since February 2026, ExxonMobil (currently trading at $159.68 per share) has lagged behind, posting a return of 6.5%. This might have investors contemplating their next move.
Fed Chair Kevin Warsh has limited what he says to public audiences.
Index funds have no choice but to buy Reddit shares this month, and that forced demand is already sending the stock soaring. But the mechanics behind the rally tell a very different story than the price tag suggests.
Reddit will join the S&P 500 next week, giving the wide-ranging online forum a boost in prestige and investments. Joining the S&P 500 is considered an achievement for a company because the index is a widely followed measure of the broader U.S. stock market’s health. Reddit's stock surged nearly 14% around midday Friday.
Sandisk's recent investor day conference was a hit with analysts.
Yahoo Finance Markets and Data Editor Jared Blikre takes a look at the travel sector's recent market performance, highlighting how AI demand and AI adoption are playing crucial roles.
Citi continues to see a path for the S&P 500 to reach 8,100 by year-end after raising its full-year earnings forecast following a stronger-than-expected second-quarter reporting season. Strategists led by Scott Chronert said the fundamental forces underpinning the target “remain mostly in place,” although the next stage of the rally will likely require broader market participation and sustained confidence in artificial intelligence-related earnings.