NVIDIA (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META) are expected by Wall Street to lead the Magnificent Seven into Q3, with NVIDIA's Q1 FY27 revenue hitting $82 billion (up 85% year over year) on …
The European Central Bank warns that current US stock market valuations, near historical peaks as measured by the CAPE ratio, are likely to correct, citing historical patterns of technological revolut…
Micro1, a startup founded by 25-year-old Ali Ansari, grew from $7 million to $300 million in annualized revenue by April 2026, according to Forbes, by pivoting from AI recruiting to supplying vetted h…
Gabriela Santos, Managing Director and Chief Market Strategist for the Americas at J.P. Morgan Asset Management, advises investors to diversify rather than sell AI winners to buffer against AI volatil…
Aswath Damodaran, a professor at NYU Stern, said Big Tech has no idea how AI pays off, citing concerns about the Magnificent Seven's AI spending. He discussed the AI race, market pricing of AI risk, a…
Semiconductor stocks and the 'Magnificent Seven' are again driving markets higher, according to Yahoo Finance Markets and Data Editor Jared Blikre, who highlighted the resurgence of the AI trade in a …
Microsoft short interest hit 92 million shares, or 1.27% of the float, the highest level since May 2015 and the largest short position among the Magnificent Seven, as the stock trades near $393 ahead …
Four of the Magnificent Seven tech giants are set to report earnings this week, with investors focused on soaring AI spending as companies ramp up capital expenditures, according to Neuberger senior r…
Microsoft's stock has dropped 25% over the past 12 months, the worst performance among the Magnificent Seven, as the tech giant faces a strategic dilemma over allocating compute resources between its …
Commodities have been the best performing asset class since October 2020, with the S&P GSCI up 200% and gold up 140%, yet investors hold less than 6% in energy and basic materials, down from a long-ru…
The Nasdaq Composite led US stocks to daily gains on Tuesday as chip stocks began recovering from last week's sell-off, with investors focused on Big Tech earnings this week. Prime Capital Financial C…
A record 82% of fund managers call AI the most crowded trade, according to Bank of America's latest survey, yet investor conviction on both sides of the AI debate has never been higher. The Magnificen…
Deutsche Bank economist Jim Reid said AI-driven productivity gains are years away and warned that if the technology fails to deliver, it could worsen unsustainable global debt levels. Reid noted that …
Apollo Global Management chief economist Torsten Slok warned that massive AI spending is not boosting profits for non-tech companies, creating a risk of a painful repricing of Big Tech valuations. Pro…
Global investors are increasingly splitting Chinese tech stocks into AI winners and losers, with a pair trade strategy going long on Alibaba and short on Meituan returning around 130% year-to-date. Th…
Developed market tech firms' CapEx-to-sales ratio hit a record 12%, the highest since the dot-com era, driven by a race to build AI infrastructure. The Magnificent Seven are leading the charge, with s…