Americké technologické #akcie už několik měsíců cenově stagnují. Po poklesu z maxim se několikrát odrazily od hladiny podpory a teď jsou v bodě, kdy si trh bude muset vybrat směr. V trochu jiné, ale v něčem podobné situaci jsou i tituly z #Magnificent7. https://www.investicniweb.cz/akcie/319229-akcie-americkych-technologickych-firem-blizi-se-rozuzleni

#Zisky #Magnificent7 v posl. čtvrtletí vzrostly YoY o 27,2 %, což je výrazně více než 18,4 % v předchozím kvartálu. Zároveň jde o 10. čtvrtletí z posledních 11, kdy Mag7 vykázala růst zisků přes 25 %. Zbytek indexu zaznamenal v uplynulém kvartálu celkově růst zisků "jen" o 9,8 %.

The dominance of the 'Magnificent 7' tech stocks is waning, with experts urging investors to pivot toward energy and utilities as new market leaders amid stagnating tech valuations.
#YonhapInfomax
#Magnificent7 #TechStocks #EnergySector #Nvidia #Utilities
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105675

South Korea’s National Pension Service trimmed its US equity portfolio in Q4 2025, selling only Tesla among the Magnificent 7, while increasing stakes in other tech giants and reducing holdings in Costco and Roblox amid shifting market valuations.
#YonhapInfomax #NationalPensionService #Tesla #Magnificent7 #PortfolioRebalancing #Q42025Sales #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105654

Bank of America warns the Magnificent 7's market dominance is over, citing a shift to asset-heavy models and soaring AI capex, and recommends a sell strategy as tech giants' financials grow more complex.
#YonhapInfomax #BankOfAmerica #Magnificent7 #AICapex #ShareBuybacks #MichaelHartnett #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104686

Global markets saw a synchronized plunge in tech stocks, precious metals, and Bitcoin, with the Nasdaq and Bitcoin suffering their steepest weekly declines since 2023 amid heightened risk aversion and volatility.
#YonhapInfomax #Nasdaq #Magnificent7 #Bitcoin #Gold #RiskAssets #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104309

Surging semiconductor prices are pressuring global big tech stocks, with South Korea, Taiwan, and Japan emerging as safe havens as investors anticipate accelerated Fed rate cuts to offset rising AI costs.
#YonhapInfomax #Chipflation #Magnificent7 #SemiconductorPrices #FederalReserve #SafeHavenMarkets #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=103689

AllianceBernstein urges investors to selectively add US tech giants and boost healthcare exposure, citing risks from S&P 500 concentration and undervalued Asian AI stocks.
#YonhapInfomax #AllianceBernstein #Magnificent7 #Healthcare #SP500 #AIPolicy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=102442

The Magnificent 7 tech giants kick off earnings season this week, with Microsoft, Meta, and Apple set to report results amid shifting investor focus from large-cap to small-cap stocks and growing scrutiny of AI sector winners and losers.
#YonhapInfomax #Magnificent7 #Microsoft #MetaPlatforms #EarningsSeason #AI #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=101940

We observe greater #AI and cloud strategy divergence among the #Magnificent7, resulting in shifting competitive dynamics and share price performance, notes @GoldmanSachs