Investing portfolio latest market data shows the S&P 500

Latest market data shows the S&P 500 edging up 0.4% as tech stocks lead gains, driven by strong quarterly results from NVIDIA and Microsoft. For any investing portfolio, overweighting AI-driven semiconductor companies appears attractive given sector EPS forecasts rising 8% this quarter. Risk remains from upcoming Fed rate decisions, but momentum indicators still point bullish. Matt Frankel has positions in Amazon, EPR Properties, FedEx, and Prologis. The Motley Fool has positions in and recommends Amazon, EPR Properties, Home Depot, Prologis, and Walmart. The Motley Fool recommends FedEx and recommends the following options: long January 2026 $90 calls on Prologis. The Motley Fool has a disclosure policy . The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies . Analysts project global GDP growth at 3.1% for 2024, with strong contributions from technology and renewable energy sectors. An investing portfolio integrating thematic exposure to clean energy may gain from policy tailwinds and capital inflows.