https://www.thestreet.com/investing/bank-of-america-shares-sp-500-warning-for-2026
\> As of Q3 2025, the “Magnificent 7” (led by giants like Nvidia) contributed an eye-popping 54% of the S&P 500’s price gain and 44.1% of its earnings growth, per First Trust.
Haven’t seen this datapoint before, I find it quite staggering. After this quote goes on to mention market cap-to-GDP, price-to-book, and enterprise value-to-sales.
\> As a result, it’s more about hunting selective opportunities, particularly in health care and real estate.
\> The case for health care and real estate in a fully priced market Subramanian argues that health care and real estate are two sectors that look cheaper than tech, and the numbers are moving in the right direction. Having assigned an overweight rating on both with a nearly one-year time frame, she suggests the appeal isn’t just about low valuations, but about improving fundamentals.
I find this stance kind of strange, is this normal for BoA to do? I feel that it causes the article to lose the credibility it had accumulated, at least for me.
What do those with more knowledge/experience than me think about this?