Another Semiconductor Stock Is Headed to the S&P 500
From Motley Fool Money by The Motley Fool
June 8, 2026 · 28 min
About this episode
The episode discusses the replacement of two companies in the S&P 500 index and explores the potential of the new additions, Marvell Technology and Flex, along with insights on investing strategies.
The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Marvel’s trillion-dollar opportunity -Whether Flex is overvalued right now -Why Bristol-Myers Squibb stock has gone nowhere for five years -How to think about investing when you’re young Companies discussed: Pool (POOL), Campbell Soup Company (CPB), Flex (FLEX), Marvell Technology (MRVL), Bristol-Myers Squibb (BMY), Pfizer (PFE), Merck (MRK), Nvidia (NVDA), Amazon (AMZN), Apple (AAPL), Public Storage (PSA), and NVR (NVR) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or…
People in this episode
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Topics covered
- semiconductor stocks
- S&P 500
- investing strategies
- Bristol-Myers Squibb
- age-related investing
Keywords
- S&P 500
- Marvell Technology
- Flex
- Bristol-Myers Squibb
- investing
- semiconductors
- age-related investing
Mentioned in this episode
Organizations: Pool Corp, Campbell Soup Company, Marvell Technology, Flex, Bristol-Myers Squibb, Pfizer, Merck, Nvidia, Amazon, Apple
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