S&P 500 ^GSPC 5,127.79 +1.26%
Apple AAPL $183.36 +5.97%
Nvidia NVDA $887.83 +3.46%
Meta META $452.05 +2.35%
Microsoft MSFT $406.66 +2.22%
Amazon AMZN $186.24 +0.82%
Tesla TSLA $181.14 +0.63%
Alphabet GOOG $169.01 +0.33%

I don't know where they are now, I don't move in that sector. But I do know that if they are doing well now, the cycle will soon reverse (I don't know when) and with that will come falling expectations for dividends, the main driver of these companies.

Shipping is doing just fine. Shares of, say, $CCL-0.1% not so much, but you can probably find good companies. I'm not very knowledgeable in this sector.