# Сопутствующие статьи по теме Mag7

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Mag7", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

The Mag7 Myth Shatters: 9 Consecutive Drops, Amazon Follows Microsoft into Bear Market

Amazon's stock has experienced a nine-day losing streak, its longest in nearly two decades, officially entering a bear market after falling more than 23% from its recent high. It becomes the second member of the "Magnificent Seven" (Mag7) to do so, following Microsoft, which entered a bear market in late January and is down 27.8%. Meta is also nearing bear market territory, down 19.6% from its peak, as investor confidence is shaken by aggressive AI spending plans. The four major cloud hyperscalers—Amazon, Microsoft, Meta, and Alphabet—are projected to spend a combined $650 billion on capital expenditures in AI by 2026, with Amazon leading at $200 billion. This massive spending is raising significant concerns among investors about returns on investment and its impact on free cash flow. For Amazon, this level of expenditure could push its free cash flow into negative territory this year, potentially forcing it to raise more capital from debt markets. Analysts note a rotation within the Mag7, with investors moving away from companies like Microsoft and Nvidia to favor others like Alphabet, whose vertically integrated tech infrastructure helps alleviate some spending concerns. The next key catalyst for AI-related stocks is expected to be Nvidia's earnings report on February 25th, which will indicate whether the AI boom is sustaining.

marsbit02/14 02:42

The Mag7 Myth Shatters: 9 Consecutive Drops, Amazon Follows Microsoft into Bear Market

marsbit02/14 02:42

Yardeni Research President Abandons ‘Overweight’ Rating on Magnificent 7 Stocks – Here Are the New Recommendations

Yardeni Research President Ed Yardeni has abandoned his long-standing "overweight" rating on the Magnificent 7 stocks, stating they are now "somewhat overvalued." He highlights the market's extreme concentration, with tech and communication services making up 45% of the S&P 500. Yardeni believes these giants must now find sales among the other "Impressive 493" S&P companies to drive productivity. He describes a new competitive "Game of Thrones" environment where tech firms challenge each other and face threats from newcomers. Instead, Yardeni recommends investing in financials, industrials, healthcare, and overseas stocks.

dailyhodl12/08 21:02

Yardeni Research President Abandons ‘Overweight’ Rating on Magnificent 7 Stocks – Here Are the New Recommendations

dailyhodl12/08 21:02

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