Market Moves

Marvell Technology and Flex Join the S&P 500

The Motley Fool team breaks down the latest S&P 500 index changes, analyzing Marvell's trillion-dollar opportunity and Flex's valuation, while discussing Bristol-Myers Squibb stock performance and investing for youth.

The S&P 500 index is replacing Pool Corp and Campbell Soup Company with Marvell Technology and Flex.

1
28 minJun 8, 2026Motley Fool Hidden Gems Investing

Listen to the source episode

Another Semiconductor Stock Is Headed to the S&P 500

Continue in GenPod

Turn this episode into your next question.

Ask naturally. GenPod can find a related episode—or make a focused explainer when the right one does not exist.
Join the beta

Key takeaways

What to know before you press play.

01

S&P 500 Index Changes

The S&P 500 index is removing Pool Corp and Campbell Soup Company to add Marvell Technology and Flex.

1
02

Marvell Technology Analysis

The team discusses Marvell Technology's potential trillion-dollar opportunity as it joins the index.

5
03

Flex Valuation Debate

Hosts weigh in on whether Flex is currently overvalued following its addition to the S&P 500.

6
04

Bristol-Myers Squibb Stagnation

Rachel Warren leads a discussion on why Bristol-Myers Squibb stock has seen little movement over the past five years.

37
05

Investing for Younger Generations

Matt Frankel provides reflections and advice on how to approach investing when you are young.

38

Ask GenPod next

Keep the question moving.

01

How do Marvell Technology and Flex compare to other semiconductor stocks in the S&P 500?

02

What factors contribute to Bristol-Myers Squibb's five-year stock stagnation?

03

What are the best investment strategies for young investors according to Matt Frankel?

Background reading

The context behind the episode.

Context

Episode Overview

Jon Quast, Matt Frankel, and Rachel Warren discuss the implications of Marvell Technology and Flex joining the S&P 500, analyzing their business models and valuation. The episode also covers Bristol-Myers Squibb's stock performance and general investing strategies for younger investors.

249

Questions

Questions to carry into the episode.

Which companies are replacing Pool Corp and Campbell Soup in the S&P 500?

Marvell Technology and Flex are replacing Pool Corp and Campbell Soup Company in the S&P 500 index.

1
What is the potential opportunity associated with Marvell Technology?

The team discusses Marvell Technology's trillion-dollar opportunity.

5
Why has Bristol-Myers Squibb stock remained stagnant?

Rachel Warren leads a discussion on why Bristol-Myers Squibb stock has gone nowhere for five years.

37
What investing considerations are discussed for younger investors?

Matt Frankel provides reflections on how to think about investing when you're young.

38
Is Flex considered overvalued by the hosts?

The team weighs in on whether Flex is overvalued right now.

6

Experts

Voices named in the source.

Jon Quast

Host

10

Matt Frankel

Guest

11

Rachel Warren

Guest

11

Dan Boyd

Engineer

12

Sources and disclosure

Where this guide comes from.

Ads are sponsored content. TMF does not endorse or verify ad statements. Investors should conduct due diligence and consult advisors. TMF assumes no responsibility for losses. Opinions are those of the Fools.

  1. Publisher show notes

    The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex.

  2. Publisher show notes

    Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems.

  3. Publisher show notes

    After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations.

  4. Publisher show notes

    Jon Quast, Matt Frankel, and Rachel Warren discuss:

  5. Publisher show notes

    -Marvel’s trillion-dollar opportunity

  6. Publisher show notes

    -Whether Flex is overvalued right now

  7. Publisher show notes

    -Why Bristol-Myers Squibb stock has gone nowhere for five years

  8. Publisher show notes

    -How to think about investing when you’re young

  9. Publisher show notes

    Companies discussed: Pool (POOL), Campbell Soup Company (CPB), Flex (FLEX), Marvell Technology (MRVL), Bristol-Myers Squibb (BMY), Pfizer (PFE), Merck (MRK), Nvidia (NVDA), Amazon (AMZN), Apple (AAPL), Public Storage (PSA), and NVR (NVR)

  10. Publisher show notes

    Host: Jon Quast

  11. Publisher show notes

    Guests: Matt Frankel, Rachel Warren

  12. Publisher show notes

    Engineer: Dan Boyd

  13. Publisher show notes

    Disclosure: Advertisements are sponsored content and provided for informational purposes only.

  14. Publisher show notes

    The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements.

  15. Publisher show notes

    TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented.

  16. Publisher show notes

    Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions.

  17. Publisher show notes

    TMF assumes no responsibility for any losses or damages arising from this advertisement.

  18. Publisher show notes

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

  19. Publisher show notes

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

  20. Publisher show notes

    Learn more about your ad choices. Visit megaphone.fm/adchoices

Related listening guides

Choose what to hear next.