These Connecticut-based companies made this year's Fortune 500 list with revenue up to $275 billion

Florida Trust says investors have focused on the “Magnificent 7” and OpenAI since ChatGPT’s 2022 launch, but that crowded exposure (35% of the S&P 500) may mean lower returns and higher risk. The firm highlights AI-linked opportunities beyond big tech, including industrials (S&P Industrials up ~18% YTD) tied to datacenter turbines and utilities facing a projected 44 GW US power shortfall through 2028. It cites Constellation Energy and Dominion Energy, plus datacenter REITs (Equinix, Digital Real

UnitedHealth (UNH) and Eli Lilly (LLY) led a healthcare rebound as investors rotated into defensive stocks amid volatility in tech and AI, according to GuruFocus. The Health Care Select Sector SPDR Fund (XLV) rose 3% and moved above a resistance level. UNH gained 0.89% and LLY rose 1.56%; both had top Seeking Alpha Quant ratings in the S&P Health Care Index.

Coatue’s Thomas Laffont, discussed on the All-In podcast, said trillion-dollar stocks such as NVIDIA and Amazon have 30%+ odds of reaching $10 trillion, citing “filters” like dominant market position and durable earnings. The article notes Micron’s cloud memory revenue nearly doubled to $5.28B with 66% gross margins, while analyst targets and insider selling suggest near-term caution. It also flags antitrust enforcement as a key risk for NVIDIA and Amazon.

Bill Ackman of Pershing Square said on the All-In Podcast that mega-cap stocks are being undervalued like Berkshire Hathaway was during the dot-com peak. He cited holdings in Microsoft, Meta and Amazon, noting Microsoft’s AI revenue run rate exceeded $37 billion (up 123% YoY) and Meta’s Q1 revenue rose 33.1%. He warned niche software charging about $30,000/year faces AI replication risk.

Alphabet, Google’s parent, announced a near US$50bn equity raise with another US$40bn via an at-the-market program, to fund data centres and AI infrastructure. The company agreed a US$10bn Berkshire Hathaway private placement and a US$34.75bn underwritten public offer, upsized from US$30bn; with greenshoes, proceeds reached US$39.96bn. Alphabet said AI capex could reach US$190bn this year.

Fundstrat’s Tom Lee told investors at a Paris conference that a “crypto spring” is already underway, citing potential oil-price declines from an Iran war ceasefire, Ethereum’s inverse correlation to oil, and reduced Ethereum Foundation holdings (down to ~0.1% of supply). He also cited Bitmine’s staking rewards, Russell 1000 inclusion (June 26), and tokenization/AI. He predicted ETH could reach $22,000 and Bitmine stock $500.