Once an undisputed stalwart on Wall Street, the “magnificent Seven” is losing their light with investors. The group consists of Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms and Tesla – over the past few years, due to growing investment around artificial intelligence. Nvidia and Tesla have gathered 87% respectively over the past 12 months, while META has soared more than 52%. This is 20% ahead of the S&P 500 at the time. But as the queue struggled to meet increasingly high expectations, the grand seven-man market stronghold dropped slightly, with investors spinning to other parts of the market, such as the Little Hat. Tech Titans also took a hit in late January after the emergence of Chinese startup DeepSeek, raising concerns about how much it will cost to implement AI capabilities. Now, investors appear to be turning down stocks after their worst revenue season in several years, including Apple’s lack of sales expectations for iPhones and Amazon’s current quarterly guidance disappointing. David, chief U.S. equity strategist at Goldman Sachs, wrote: “In addition to the NVDA that has not yet reported results, the group released consolidated 4Q 2024 revenue, which is consistent with expectations. This marks no positive for the MAG 7 since 2022 in the first quarter. Sales surprise.” Costin. “The grand 7 has been the backbone of S&P 500 sales and earnings growth over the past few years, but the surprises have dropped.” Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, on the week One’s note responded to Costin’s emotions. “Anxiety continues to revolve around the huge seven generative AI-related capital expenditures, and the extent to which players have been involved in years of domination. So, she’s gathered with expectations of “493” non-MAG 7 stocks.” Investors seem to have already put assets Transferred to other parts of the market. Finance and real estate are the best performing S&P 500 sectors in the past month, up 8.5% and 7% respectively. On the other hand, technology improved only 1.3% at that time. According to Trivariate Research, XLF XLRE, XLK 1 million Shan Finance, real estate and technology indeed, valuations of stocks soar, making investors “cautious” time start to reduce their exposure. For example, Microsoft is trading at 31 times forward earnings, while the S&P 500 S&P 500 is increasingly concerned about the reasons in our judgment.” Parker argues that in the buy of the group Inbound and sellers are so much in contact with investors to reveal anything about stocks that have not been priced yet. He wrote: “The exposure of MAG-7 is 44.7%. “This means that the portfolio manager with market weights all the grand 7s Stocks are almost halfway through the adjustments in these stocks. Parker also noted that the cohort’s high capital expenditure is “before investors can better understand the returns on large-scale investments today,” he said. Review. ”
Wall Street has sore on “Great 7 Stocks” after the group’s worst revenue season since 2022 | Real Time Headlines
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