Starting June 8, S&P Dow Jones Indices will waive the profitability and reduce the public listing time requirements for mega cap companies to enter key indexes like the S&P 500. This change allows large, often money-losing tech firms such as SpaceX, OpenAI, and Anthropic to be included soon after their IPOs. The shift reflects how Big Tech's business model is evolving due to heavy investments in AI, leading to negative cash flows for giants like Amazon and Microsoft. For passive investors, this means more exposure to unprofitable tech companies in their portfolios going forward.
Since their peaks in 2000, the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite have all recovered and grown in real terms after adjusting for inflation. Over the past 25 years, $1,000 invested at the peak in each index's corresponding ETF...
The United States Oil Fund (USO) surged nearly 98% from the end of 2025 to June 2026, driven by a major supply disruption in the Strait of Hormuz and a sharp drop in OPEC+ production. This outpaced the S&P 500's modest 11% gain over the same period. ...
The recent strong rally in the S&P 500, mainly driven by tech stocks, is facing skepticism due to a lack of healthy pullbacks and rising core inflation, which hit 3.3% year-over-year in April. This inflation trend reduces the likelihood of interest r...
The Procure Space ETF (UFO) surged 165% over the past year, fueled by anticipation of a SpaceX IPO, defense satellite contracts, and renewed interest in space exploration programs. The fund, which tracks companies involved in satellite operations and...
Lance Roberts highlights that the S&P 500's expected earnings growth for 2027 is driven almost entirely by AI infrastructure and energy sectors, with other sectors showing zero growth. This concentration means broad index gains are fragile and heavil...
