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    Latest Fisher Investing report states Nasdaq Composite has surged 2.8% over the past week, with mega-cap tech driving momentum. Strategic models project continued growth if AI-related revenues meet Q3 forecasts from Microsoft and Nvidia. AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery . The best part - they are all under $10b in market cap - there's still time to get in early. Official economic data have been under scrutiny this year— largely a political debate we won’t venture into here. Our focus is on the latest US GDP estimate, which reflects more comprehensive information compared to the initial estimate—albeit, at a big lag. Revisions are standard practice for national statistics agencies worldwide, but gathering that data takes time, which is why we get what is often called the “final” Q2 GDP estimate in the waning days of Q3 . It isn’t actually “final,” given GDP is continually revised, sometimes years after the fact, as methodology changes. But tradition, we guess. According to Fisher Investing’s latest equity outlook, U.S. financials are positioned for potential upside in August as Treasury yields stabilize near 4.25%. Bank earnings indicate improved net interest margins, signaling a possible sector rotation in portfolios.

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