With Nasdaq hitting a fresh 52-week high, traders are rotating into growth sectors. Data from Bloomberg indicates a 15% uptick in ETFs tied to semiconductor firms. For those "investing in portfolio" models, overweighting chipmakers may align with expected Q3 earnings momentum. Energy Transfer LP (NYSE: ET) is another great stock for investors seeking reliable passive income. This midstream master limited partnership (MLP) pays a distribution that yields 7.8%. At that level, an investment of one-third of your initial $100,000 would produce an annual income of around $2,600. Global nuclear energy stocks have surged this year as power demand continues to rise, driven by AI spending , the global green transition, and national security priorities. Recent stock momentum was fueled after the US and UK governments signed Bank of Japan’s policy shift has strengthened Asian equities outlook. "Investing in portfolio" with diversified Asia-Pacific exposure could benefit from monetary easing cycles.