CNBC
07 Jul 2026, 21:15 UTC · 2h ago
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UBS expects the next phase of equity gains to be marked by a broadening of market leadership away from technology stocks. — A shift in leadership suggests a rotation out of high-valuation tech names, which could cap further gains for the Nasdaq-100.
-0.40Prediction market traders on Kalshi place roughly 50-50 odds that the Nasdaq-100 will close 2026 above 30,000. — This indicates a lack of conviction among speculators for significant further upside in the tech-heavy index.
-0.20SpaceX was added as the newest member of the Nasdaq-100 on Tuesday. — The inclusion of a high-profile, high-growth company generally adds prestige and fundamental value to the index.
+0.20Which stocks this story touches
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