We are making two trades Thursday. We're selling 20 shares of Eaton at roughly $403 each, decreasing the weighting in Jim Cramer's Charitable Trust to 2.55% from 2.75% and decreasing our ETN share count to 250. We're also selling 50 shares of Procter & Gamble at roughly $162, decreasing the weighting in the Trust to 1.7% from about 1.9%. and decreasing our PG share count to 425. The stock market is nearing overbought conditions, according to the S & P Short Range Oscillator , so we are booking profits in tw ...

A rotation out of tech names and into industrials has shares of FedEx (NYSE: FDX) flying this week. As of midday Friday, the stock of the transportation services company surged 13.3%, according to data from S&P Global Market Intelligence. FedEx shares have now jumped by more than 26% so far this year. That's about double the return of the Dow Jones Transportation Index year to date. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, ...

Through Wednesday, the S&P 500 SPX was up for 0.5% for 2026, excluding dividends, despite significant pullbacks for some of its components with the heaviest weightings. For example, shares of Microsoft MSFT stock were down 14.4% year-to-date. The company makes up 5.2% of the $706 billion SPDR S&P 500 ETF Trust SPY, which tracks the S&P 500 by holding all of its stocks. The exchange-traded fund, like the index, is weighted by market capitalization. The stock market's day-to-day narrative can change on a dime ...

Group 1 - The market in 2026 is expected to be volatile, with major indices exiting 2025 at elevated multiples, prompting a recommendation for portfolio rotation to maintain gains [1] - Gary Alexander has extensive experience in technology companies, having worked on Wall Street and in Silicon Valley, and serves as an adviser to seed-round startups, indicating a strong understanding of current industry themes [1]

Core Viewpoint - The market is starting 2026 positively, with the S&P 500 maintaining last year's gains, but a significant rotation in large-cap stocks is anticipated this year [1]. Group 1 - The S&P 500 is holding onto last year's gains as 2026 begins [1]. - Investors are advised to prepare for a sizable rotation in the market, particularly among large-cap stocks [1]. - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing current industry themes [1].

Core Insights - The US stock markets are maintaining stability in 2026, driven by investor optimism [1] - There is an anticipated shift from high-priced, momentum-driven tech stocks to undervalued sectors [1] Group 1: Market Trends - Investors are currently exhibiting bullish behavior in the US stock markets [1] - A rotation is expected from expensive tech stocks to underappreciated sectors, indicating a potential change in investment strategies [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology, having worked on Wall Street and in Silicon Valley, and advises seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and is recognized in various web publications [1]

Sector Rotation - Investors have shifted away from AI stocks and are moving into materials, industrials, financials, and healthcare, indicating a potential sector rotation with staying power [1] - The selloff in AI stocks was led by Oracle, whose earnings report and spending guidance raised concerns about excessive capital expenditures [1] Market Sentiment - Jeremy Siegel expressed uncertainty about the current stock market rotation but noted that it appears to have more sustainability due to various factors casting doubt on the speed and profitability of AI developments [2] - Concerns about valuations, margin sustainability, and high debt have shifted market sentiment away from technology stocks, particularly AI [5] Company-Specific Insights - Oracle's delays in data center construction may reduce expenditures, but questions remain regarding the profitability of AI investments [3] - Siegel highlighted that companies growing spending faster than income risk overexpansion, which can negatively impact profits and stock returns [3][4] Investment Strategy - Bank of America Securities indicated that markets are anticipating a "run-it-hot" scenario for the next year, leading to a rotation into mid- and small-cap stocks while exiting mega-cap names [4] - Eric Teal noted that financial and healthcare stocks have become more attractive, and small-cap and micro-cap stocks may benefit from declining short-term rates [5][6]

Core Viewpoint - The Dow Jones Industrial Average reached a new record as investors shifted from technology stocks to value-oriented sectors [1] Group 1: Market Performance - The Dow Jones Industrial Average increased by 114 points, or 0.2% [1] - The S&P 500 index experienced a slight decline of 0.1% [1] - The Nasdaq Composite fell by 0.3% [1] Group 2: Investor Behavior - There is a notable rotation of investments from technology shares into value-oriented sectors [1]

Core Viewpoint - A rotation in investor interest is occurring, moving from high-flying tech stocks to undervalued healthcare stocks, driven by strong earnings and emerging uptrends in the healthcare sector [1]. Group 1: Healthcare Sector Overview - The healthcare sector is experiencing a surge, with several stocks showing strong momentum and favorable rankings on Benzinga's Momentum scores [2]. - Investors are increasingly favoring healthcare stocks due to their strong earnings performance and technical indicators suggesting upward trends [1]. Group 2: Cardinal Health Inc. - Cardinal Health (NYSE:CAH) has a market cap of $48 billion and has consistently generated over $50 billion in sales each quarter since Q1 2023, primarily from generic and branded drug sales [4]. - The stock has increased over 70% year-to-date, with a significant 15% jump following a Q3 earnings report that exceeded consensus expectations by more than 16% [6]. Group 3: Guardant Health Inc. - Guardant Health (NASDAQ:GH) specializes in oncology diagnostics and reported a record revenue of $265 million, reflecting over 38% year-over-year growth [9]. - The stock has shown strong momentum, with a significant increase following better-than-expected earnings results [9]. Group 4: Abivax SA - Abivax (NASDAQ:ABVX) focuses on chronic inflammatory diseases and has seen its stock rise nearly 600% in a single session following positive Phase 3 clinical trial results [10]. - The stock has continued to rise, with a 60% increase over the last three months and a consensus Buy rating from analysts [12]. Group 5: Medpace Holdings Inc. - Medpace (NASDAQ:MEDP) provides clinical trial services and has experienced a stock increase of over 75% year-to-date, driven by strong earnings performance [13]. - The company reported Q3 revenue growth of more than 23% year-over-year, exceeding expectations and indicating strong future prospects [15]. Group 6: Elanco Animal Health Inc. - Elanco Animal Health (NYSE:ELAN) develops healthcare products for pets and farm animals, with shares up 76% this year due to solid earnings [16]. - The company raised its full-year guidance following strong sales growth in both its Pet Health and Farm Animal divisions [18]. Group 7: GeneDx Holdings Corp. - GeneDx Holdings (NASDAQ:WGS) specializes in exome and genome testing and has recently turned a profit, with a market cap approaching $4 billion [19]. - The company has raised guidance for total revenue and adjusted gross margins, indicating strong growth potential [19].

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, is shifting its investment strategy by reducing its stake in Apple and increasing its investment in Google, reflecting a change in big tech exposure and a focus on value and growth [1][3][4]. Investment Strategy Changes - Berkshire Hathaway has sold over 40% of its Apple shares, which previously constituted nearly 25% of its portfolio, due to concerns over Apple's elevated valuation despite its stock price doubling since 2022 while revenue remained flat [1][2]. - The sale of Apple shares has allowed Berkshire to accumulate a record cash reserve of $382 billion and to invest $4.3 billion in Google, acquiring 17.8 million shares, making Google its 10th-largest holding [3]. Market Performance and Valuation - Alphabet's shares have increased by 46% year-to-date, driven by advancements in AI and data center operations, indicating a favorable market environment for tech investments [4]. - The valuation metrics used to assess Apple's stock suggest it is trading at a premium compared to its fair market value, prompting Berkshire's decision to divest [2]. Management Transition - Warren Buffett is set to step down as CEO by the end of the year, and the shift from Apple to Google may reflect the strategic direction of Berkshire's new management team [4].