The 'Magnificent Seven' stocks—tech titans crucial to the S&P 500—face challenges as their earnings garner mixed reactions. With tech earnings season ending, sustaining 20% returns for the third year seems unlikely without the support of these stocks. The emergence of DeepSeek shakes previous AI spending patterns, as companies like Meta reassess strategies. Despite shifts in demand for affordable AI, top-tier solutions continue to thrive, suggesting that premium AI can coexist—even as tech giants navigate this evolving landscape.
The 'Magnificent Seven' stocks are crucial for the S&P 500's performance; without them, achieving a 20% return for a third consecutive year will be highly improbable.
The impact of DeepSeek on the tech giants could significantly adjust AI spending, but the demand for advanced AI solutions remains strong.
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