market dynamics

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Investing.comInvesting.com··Hillary Remy

S&P 500 Rebalance Signals Shift to AI Infrastructure Stocks

S&P 500 adds AI infrastructure companies Vertiv and Lumentum while removing Match Group and Paycom effective March 23, 2026, signaling market shift toward cloud and AI enablement.
SPYVRTVOOMTCHLITE+1data centerssector rotation