magnificent seven

Latest news and analysis on magnificent seven

Equities

Are the Magnificent Seven doomed to underperform in 2025?

The stocks that drove previous market bubbles were the same that outperformed previously. Could the Magnificent Seven repeat the pattern?
+8
Sally Fang
Swell Asset Management
Education

The biggest opportunities in the investment world today

Day 4 of Livewire’s 12 days of Christmas brings insights from four experts.
Livewire Exclusive
Livewire Markets
Reporting Season

A is for ambition: Apple and Amazon bet big on the future

These tech giants are laying down markers for how they see the next stage of tech evolution unfolding.
+1
Trent Masters
Alphinity Investment Management
Views from the Top

The 2 reasons why Lazard's Ron Temple would still buy stocks over bonds

Ron Temple, Lazard's Chief Market Strategist, is doubling down on a view he shared with us six months ago.
Hans Lee
Livewire Markets
Equities

Surprising dividend trend reveals tech sector’s resilience

A surprising trend is emerging: an increasing number of tech companies are starting to share their success through dividend payouts.
+6
Betashares .
Betashares
Equities

Who is big in the USA?

Um, the Magnificent Seven, of course. However, while sentiment is very strong across the board, Tesla looks shaky.
+5
Kingsley Jones
Jevons Global
Equities

Why the AI 'overhype' is positive for our top picks from the Magnificent Seven

AI overhype fuels market highs and fears of a bubble. Discover why our top picks are poised for long-term growth.
+3
Sally Fang
Swell Asset Management
Equities

AI adds to copper's perfect storm

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper
BHP
MAC
+8
Mark Gardner
MPC Markets
Investment Theme

The market narrative Bob Desmond isn't buying (and 5 stocks he is)

Claremont Global head and co-portfolio manager Bob Desmond tunes out of macro noise and also the view that most US tech is overpriced
+11
Glenn Freeman
Livewire Markets
The Pitch

Why this stock picker only recently bought NVIDIA (and why he's never owned Tesla)

In this episode of The Pitch, concentration is the game and working out the winners among the leaders is the challenge.
+5
Hans Lee
Livewire Markets
Equities

Is it time to buy the dip in global growth stocks?

According to these two experts, investors should hold their fire.
+11
Ally Selby
Livewire Markets
Equities

Tiring of the Magnificent Seven? Here’s our Great British Fab Four

Looking for a break from US mega-cap tech stocks? In this wire, I profile four outstanding UK mid-cap stocks owned in the Aoris portfolio.
Stephen Arnold
Aoris Investment Management
Equities

The Magnificent Seven stumble: cracks appear in market titans

Some of the major players are beginning to slow. Is this the start of a new broadening trend?
+3
Charles Ormond
Fat Tail Investment Research
Asset Allocation

Schroders: Lithium and rare earths stocks are now attractive (even if they aren't cheap)

Plus, a closer look at the bubble-like conditions in the US technology sector.
ALU
BHP
BLD
+6
Hans Lee
Livewire Markets
Education

Ray Dalio's bubble insights: is the bull run sustainable?

Bubble or boom? Investors ask the question as markets hit all-time highs.
Chris Conway
Livewire Markets
Equities

Monopolies have changed: Why the FANG+ are built different

The spectre of dominant corporations losing their momentum hangs heavy, conjuring images of fallen giants like Exxon and General Motors in the 1980s and 1990s....
+5
Global X ETFs
Global X ETFs
Equities

The value investor’s guide to AI (and 6 stocks to watch)

There may be valuation concerns around The Magnificent Seven, but there’s no reason value investors can’t still get exposure to the AI-boom.
GMG
PME
+6
Sara Allen
Livewire Markets
Education

Magnificently concentrated

Patience is widely understood to be a virtue in investing. Many clients and investment committees pride themselves on their willingness to stick with high-conviction...
+5
Ben Inker
GMO
Equities

Could the Magnificent Seven actually be undervalued?

Two investors share whether they believe this AI narrative will ever see a stumbling block.
PME
+8
Hans Lee
Livewire Markets
Equities

The impact of tech’s ‘Magnificent Seven’

In January, Microsoft joined Apple in achieving a $3 trillion valuation.
WGB
+10
Catriona Burns
Wilson Asset Management
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