Tech Shakeup on the S&P 500

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren explicate what Marvell Technology and Flex bash arsenic good arsenic measurement successful connected whether they could beryllium hidden gems. They besides speech about:

• Marvell's trillion-dollar opportunity.

• Whether Flex is overvalued close now.

• Why Bristol Myers Squibb banal has gone obscurity for 5 years.

• How to deliberation astir investing erstwhile you're young.

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A afloat transcript is below.

Should you bargain banal successful Marvell Technology close now?

Before you bargain banal successful Marvell Technology, see this:

The Motley Fool Stock Advisor expert squad conscionable identified what they judge are the 10 champion stocks for investors to bargain now… and Marvell Technology wasn't 1 of them. The 10 stocks that made the chopped could nutrient monster returns successful the coming years.

Consider erstwhile Netflix made this database connected December 17, 2004... if you invested $1,000 astatine the clip of our recommendation, you'd person $433,268!* Or erstwhile Nvidia made this database connected April 15, 2005... if you invested $1,000 astatine the clip of our recommendation, you'd person $1,259,391!*

Now, it's worthy noting Stock Advisor's full mean instrumentality is 935% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest apical 10 list, disposable with Stock Advisor, and articulation an investing assemblage built by idiosyncratic investors for idiosyncratic investors.

See the 10 stocks »

*Stock Advisor returns arsenic of June 14, 2026.

This podcast was recorded connected June 8, 2026.

Jon Quast: There's different semiconductor banal headed for the S&P 500. You're listening to Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm Jon Quast, and I'm joined contiguous by contributors Matt Frankel and Rachel Warren. We're going to dip into our mailbag today, not erstwhile but twice.

But first, we wanted to commencement with our pb story, and that is astir erstwhile a quarter, the S&P 500 removes immoderate companies from the scale and adds different companies. This is simply a scale that tracks astir 500 of the largest, astir profitable U.S.-based companies. There are immoderate times wherever a institution gets acquired oregon thing similar that, and past different institution gets added successful betwixt the regular rebalancings, but we had this regular one, and Pool Stock and Campbell Soup Company are out. As a shareholder of Pool and a person of Goldfish crackers, I'm disappointed with that. But we person a mates of caller ones heading successful and that is Marvell and besides Flex. While the indexing itself isn't truly thing worldly that we Foolish investors truly basal an concern thesis on, sometimes it is amusive to bring a caller banal to our attraction arsenic they get added to the ample scale here, truthful we thought it would beryllium amusive successful this occurrence to speech astir these.