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Today's Featured Article S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the IndexWritten by Leo Miller. First Published: 3/26/2026. 
Key Points - Four are stocks in, and four stocks are out; the S&P 500 just got reshuffled.
- Three top AI stocks, LITE, COHR, and VRT, are among the names entering.
- Meanwhile, a name that has been working closely with Elon Musk's SpaceX is also entering the index.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
The S&P 500 has officially completed its latest quarterly rebalancing, with four new stocks entering the index and four exiting. Given the current market environment, it is unsurprising that three of the additions are companies closely tied to the artificial intelligence (AI) data center buildout. Below we recap the names that were removed and the new entrants. These changes became effective before the market open on March 23. MTCH, MOH, LW, PAYC Get the Boot, SATS Gets In A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1 trillion. According to Jim Rickards, an announcement is expected around April 15 that could bring this historic discovery into public view. See the full details on this $2 gold stock before April 15 These four stocks were removed from the S&P 500: Each of these names has fallen roughly 60% or more from its all-time high, bringing market capitalizations near or below $7 billion. S&P Dow Jones Indices notes that to be eligible for addition to the S&P 500, a company typically must have a market capitalization of $22.7 billion or more. Although that threshold isn't a requirement for continued membership, companies that fall well below it are often candidates for removal. Many stocks that remain in the index also sit below the $22.7 billion mark, but to avoid abrupt turnover S&P Dow Jones Indices generally limits quarterly changes to only a handful of additions and removals. Outside of the three AI-related winners, the S&P 500 also added EchoStar (NASDAQ: SATS). The company, which owns Dish TV, has seen its stock surge roughly 300% over the past 52 weeks as it sold valuable spectrum licenses—primarily to Elon Musk's SpaceX. Owning spectrum licenses gives a company the rights to use certain radio frequencies, which is essential for telecommunications. As a result of its transactions with SpaceX, SpaceX now owns approximately 2.8% of EchoStar, and investors view EchoStar as a way to gain indirect exposure to Musk's private space firm. LITE & COHR: Optics Giants Enter the S&P After Massive Gains AI-related optics companies Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are joining the index after staggering runs. Lumentum is up nearly 1,000% over the past 52 weeks, while Coherent is up more than 250%. Both have benefited from a structural shift in data center networking. Networking equipment connects data center components and enables communication between them. Traditionally—and still often today—networking uses copper cabling to transmit electrical signals. As data centers handle ever-larger volumes of information, there is a growing move toward optical networking. Optical equipment transmits signals with light, enabling higher speeds and lower heat generation than copper. It is currently more expensive and has been perceived as less reliable, so many operators delay the transition. Still, the long-term trend favors optics, positioning Lumentum and Coherent well as leaders in this space. Notably, NVIDIA (NASDAQ: NVDA) recently invested $2 billion in Lumentum and $2 billion in Coherent to support R&D and manufacturing-capacity investments. Those agreements also secure NVIDIA access to future capacity, underscoring how central the company believes optical networking will be to next-generation data centers. VRT: The "Coolest" Addition to the S&P 500 After gaining more than 180% over the past 52 weeks, Vertiv (NYSE: VRT) will also join the S&P 500. Vertiv is a leading provider of cooling solutions for data centers. As data centers become more powerful and energy-dense, they generate more heat, increasing demand for effective cooling—particularly liquid cooling. Liquid systems transfer heat more efficiently than air-cooled solutions, making them appealing as compute intensity rises. Vertiv's revenue grew nearly 28% in 2025, its fastest annual growth since going public. The company's outlook remains strong: it reported a 2.9x book-to-bill ratio last quarter and finished the year with a backlog of about $15 billion—roughly 1.5 times its 2025 revenue. Vertiv also delivered substantial free-cash-flow growth, with free cash flow rising about 64% to roughly $1.9 billion for the year. SATS, LITE, COHR, VRT: The S&P 500's New Kids on the Block SATS, LITE, COHR, and VRT have cleared a major milestone by earning inclusion in the S&P 500. Inclusion reflects their increased scale and importance, but it does not guarantee future returns. Still, these additions underscore how critical AI-related data center infrastructure and related technologies have become to the market. | 
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