Since the early AI revolution, the Magnificent Seven companies have been sat securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile, high beta tech stocks and into more real-world, asset-backed sectors.
Listen to the audio version of this article (generated by AI).
Hello, Reader.
There is a common pattern in new technology cycles, and it goes like this:
The innovation itself appears. Then, a bottleneck emerges. Next, capital floods in to solve the problem. Finally, the regime changes.
We saw this “regime change,” or complete reorganization of stock market winners and losers, in the in the dot-com bust phase.
How the Mag 7 became the Lag 7
Magnificent Seven stocks shed $2.3T in Wall Street tech rotation
Mag 7 value shrinks by $2.3 trillion amid AI spending jitters — but investors are still backing chipmakers
The tech stocks now leading this bull market are far more volatile than the old guard
Forget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy…
It's a significant change in market leadership
The AI buildout is spreading beyond NVDA. Four infrastructure stocks are capturing a $700 billion wave most investors keep…
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one…
The Mag 7 may need an upgrade as investors turn their attention to the FAB 10, including frontier AI giants like OpenAI and…
The Mag 7 is breaking apart. Strategist Gina Martin Adams explains why Google and Amazon are emerging as AI winners based on free…
