The Magnificent 7 stocks haven't been moving as a pack this year. One stock has broken away decisively, while another has been left behind — and that gap is creating a striking contrast inside the Big Tech space. Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) is dominating the leaderboard. Amazon.com Inc (NASDAQ:AMZN) , meanwhile, is doing something very un-Amazon-like: lagging quietly.Track GOOG stock here.Alphabet's 62% Run Redefines Mag 7 LeadershipAlphabet's stock is up 62.26% year-to-date, by far the strong ...

The Magnificent 7 stocks haven't been moving as a pack this year. One stock has broken away decisively, while another has been left behind — and that gap is creating a striking contrast inside the Big Tech space. Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) is dominating the leaderboard. Amazon.com Inc (NASDAQ:AMZN) , meanwhile, is doing something very un-Amazon-like: lagging quietly.Track GOOG stock here.Alphabet's 62% Run Redefines Mag 7 LeadershipAlphabet's stock is up 62.26% year-to-date, by far the strong ...

Most of Wall Street’s 2026 outlooks have been posted. In fact, some may be dated after this week’s data-heavy week that includes October & November payroll reports, the latest look at Retail Sales, and another CPI update. Many strategists have mentioned, at least in passing, how the Magnificent 7Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and inves ...

I do want to welcome in our next guest though, broaden out our conversation here. Joining us now, Chris Vermuan, the founder and chief investment officer at the technical traders. Chris, thank you for being with us today.You know, I of course focused on Broadcom's earnings. We had Oracle pulling down the markets yesterday. You know, with these big AI names seeing these massive double-digit drops, you know, can we sustain this rally or or do we need to be concerned about the AI tech trade.>> Yeah, that's a g ...

the action on that meme ETF. We were actually talking about it as a as you know a group all of us how interesting it is that it launched. What do you think that says about retail investor interest and not only the meme trade but just risk in general.>> I think actually that the meme stock ETF is really intended to be a reflection of where retail investors are most interested in at any given point in time. And so what we're seeing is that the meme trade actually has come off significantly since we launched. ...

I've long touted Alphabet (NASDAQ:GOOG) as one of the top Magnificent 7 tech stocks I think is worth buying and holding for the long-term. ...

Core Insights - Market volatility has increased amid speculation of an AI bubble, yet equity markets remain positive for the year, with the S&P 500 up 16.5%, NASDAQ up 21.0%, and Dow up 12.2% [1][2] - OpenAI, the parent company of ChatGPT, is at the center of AI discussions, facing challenges in funding its $1.4 trillion AI infrastructure commitments despite generating $20 billion in annual revenue [3][4] - The Magnificent 7, a group of leading tech companies, significantly contribute to the S&P 500's market value, accounting for 35% of the index while representing only 1% of its constituents [10] AI Infrastructure and Funding - The current AI buildout is primarily funded by profitable companies, contrasting with the unprofitable startups of the late 1990s [7][8] - The Magnificent 7 collectively generate approximately $747 billion in annual cash flow, which is expected to reach $1 trillion, allowing them to self-fund AI infrastructure expansions [13][16] Valuation and Market Dynamics - The Magnificent 7's market valuation of $22 trillion aligns with their profit contributions, indicating that their valuations are not in bubble territory [10][12] - Current median forward P/E ratios for the Magnificent 7 are around 30x, which, while elevated, are not at historical extremes compared to the 2000 Tech Bubble [14][21] - The Magnificent 7 generate over one-third of S&P 500 profits and hold substantial cash reserves, further supporting their financial stability [16][21]

Core Insights - The article discusses concerns about a potential AI bubble, drawing parallels to the dotcom bubble, as significant investments have been made in AI development [2] - The S&P 500's 16% year-to-date gain is largely attributed to the "Magnificent 7" tech stocks, which are heavily involved in AI [3] - A notable market cap loss of $1.5 trillion occurred in a short time frame without any news, suggesting underlying market vulnerabilities [3] Group 1: AI Bubble Concerns - There is a fear among market watchers that the AI industry may be overvalued, similar to the dotcom bubble [2] - The rapid growth of AI has led to trillions of dollars being invested, raising concerns about sustainability [2] Group 2: S&P 500 Performance - Over 50% of the S&P 500's 16% year-to-date gain is driven by the Magnificent 7 tech stocks [3] - Without these tech stocks, the S&P 500 would only show a 7% gain year-to-date [3] - A significant market cap loss of $1.5 trillion was recorded in a brief period, indicating potential market instability [3] Group 3: Alternative Investment Opportunities - Investors seeking diversification away from AI can consider funds like Independent Franchise Partners US Equity (IFPUX) and Vanguard Utilities Index Fund (VPU), which have shown superior year-to-date returns [4][6] - IFPUX has a year-to-date return of 23.23% with Oracle as its only tech holding, outperforming the S&P 500 by 7 points [6][8] - VPU has achieved a 19.31% year-to-date return with no tech stocks in its portfolio [6]

Core Insights - The Magnificent 7 group of mega-cap tech stocks presents a wide variation in valuation multiples and growth prospects, making it a highly intriguing segment of the equity market to analyze [1] Valuation Multiples - There is significant disparity in valuation multiples among the Magnificent 7, indicating differing market perceptions and expectations for future performance [1] Growth Prospects - The growth prospects for the Magnificent 7 vary widely, suggesting that investors may find both opportunities and challenges within this group [1]

Core Insights - Elon Musk's proposed $1 trillion pay package is under debate among Tesla investors, but his current stake in Tesla has significantly increased in value [1][2] - Musk's 15.3% stake in Tesla has gained $155.3 billion over the past five years, the largest increase among individual holders of the "Magnificent 7" stocks [2][4] - The Tesla Board's decision to structure Musk's pay package as an incentive is seen as strategic, especially with the ongoing AI revolution [3] Company Performance - Tesla shares have increased by 213% over the past five years, ranking third among the "Magnificent 7" stocks, behind Nvidia's 1,195% and Alphabet's 224.5% [4] - Musk's position in Tesla has seen a value increase of $165.6 billion since 2023, making him the second-highest individual gainer after Mark Zuckerberg of Meta Platforms [6] Comparison with Other Companies - Other notable gains among the "Magnificent 7" include Jen-Hsun Huang of Nvidia with a $148.1 billion increase and Sergey Brin of Alphabet with a $142.8 billion increase [5][8] - Mark Zuckerberg's stake in Meta Platforms has increased by $171.8 billion since 2023, surpassing Musk's recent gains [6][8]