Summary
- The Big Beautiful Bill boosts defense, industrials, and manufacturing, but healthcare and some REITs face headwinds from Medicaid cuts and policy shifts.
- AI optimism and the new legislation are fueling a broad market rally, but I question if AI stocks are outpacing their earnings, signaling a potential bubble.
- The Magnificent 7 era is over; META, MSFT, NVDA, and AMZN are the new leaders, while AAPL, GOOG, and TSLA face unique challenges in the AI race.
- REITs offer compelling value for long-term dividend growth investors, with COLD added to my buy list due to its essential role and attractive valuation despite some risks.
- Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »
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Analyst’s Disclosure:I/we have a beneficial long position in the shares of ICSH, AMH, ELS, IVT, MAA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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