@theodanes #magnificent7 : #d66 #GLPvdA #cda #cu #denk #pvdd #sp

Schubert (WOOD ⅋ Company): Úžasná sedmička si to označení zaslouží #akcie #WallStreet #technologie #Magnificent7
https://www.investicniweb.cz/video/312972-v-patek-v-10-hodin-zive-kam-miri-uzasna-sedmicka-odpovi-ronald-schubert-z-wood-company

10 nejlepších článků a videí na Investičním webu za uplynulý týden #investování #investice #akcie #WallStreet #komodity #zlato #NVIDIA #čipy #polovodiče #kryptoměny #Rusko #Magnificent7
https://www.investicniweb.cz/analyzy/313000-top-10-clanku-tydne-31-10-2025

V PÁTEK V 10 HODIN ŽIVĚ: Kam míří #Magnificent7? Odpoví Ronald Schubert z WOOD ⅋ Company
https://www.investicniweb.cz/video/312972-v-patek-v-10-hodin-zive-kam-miri-uzasna-sedmicka-odpovi-ronald-schubert-z-wood-company

Surviving the AI Capex Boom: Big Tech’s Spending Spree is an Echo of the Dot-Com Bubble

#AI #TechBubble #Investing #BigTech #Capex #Economics #WallStreet #AIEconomy #TechStocks #ValueInvesting #Magnificent7 #Finance #Technology

https://winbuzzer.com/2025/10/27/surviving-the-ai-capex-boom-how-big-techs-spending-spree-is-an-echo-of-the-dot-com-bubble-xcxwbn

Jak zakončily úterní seanci #akcie na burzách na starém kontinentu a v #USA, co řekl #JeromePowell o kvantitativním utahování #Fed-u a jakého milníku dosáhla #Magnificent7?
https://www.investicniweb.cz/akcie/312079-co-musite-dnes-vedet-15-rijna-2025

U.S. stocks opened higher as investors shrugged off government shutdown concerns, with the Dow, S&P 500, and Nasdaq all advancing amid optimism over corporate earnings and limited economic impact from a potential shutdown.
#YonhapInfomax #NewYorkStockExchange #GovernmentShutdown #SP500 #Magnificent7 #WTICrudePrice #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84635

As AI reshapes markets, Futurum Group highlights Broadcom, Palantir, and Oracle as key players poised to outperform the Magnificent 7 tech giants.
#YonhapInfomax #ArtificialIntelligence #Broadcom #Palantir #Oracle #Magnificent7 #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84069

Tohle je #Magnificent7 mimo burzy. Růstem hodnoty strčí Nvidii a spol. do kapsy
https://www.investicniweb.cz/alternativy/310906-tohle-je-uzasna-sedmicka-firem-mimo-burzy-rustem-hodnoty-strci-nvidii-a-spol-do-kapsy

Analysts warn that despite optimism for a year-end rally, the risk of a Q4 stock market downturn remains, citing high valuations and potential AI sector volatility.
#YonhapInfomax #StockMarket #SP500 #ArtificialIntelligence #Magnificent7 #ValuationConcerns #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=83380

Bank of America warns that the Magnificent 7 tech stocks have surged 223% since March 2023, nearing levels seen before historic US market bubbles burst, with current valuations signaling speculative excess.
#YonhapInfomax #BankOfAmerica #Magnificent7 #MarketBubble #PriceToEarningsRatio #TechStocks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=82693

In short:
• Data center spending is so large as to be altering quarterly GDP growth.
• Increasingly exotic debt structures underlie a growing share of the spending.
• The shift from training to inference is now past 50/50, and it will reduce the demand for the latest GPUs.
• Power is likely to be the most important gate to continue spending at this rate.

https://paulkedrosky.com/data-centers-make-the-beige-book-plus-power-problems/

#debt #dataCenters #energy #Cloud #electricity #recession #magnificent7 #genAI #Microsoft #economy #emissions #power

2 Bloomberg: … is up 13% at a time when profits have increased by just 6.4%. It’s true that in absolute terms, tech shares are expensive relative to the rest of the #market, with the #Magnificent7 #tech #index at 43 times #earnings. Yet estimated profit growth of 20% … 🧵

Global markets brace for a major Fed rate cut as Trump ramps up pressure, China’s retail sales disappoint, and analysts warn of AI bubbles and excessive reliance on tech giants.
#YonhapInfomax #FederalReserve #RateCut #ChinaRetailSales #Magnificent7 #BitcoinPurchases #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=81755

US market experts warn of excessive reliance on the 'Magnificent 7' tech giants, urging investors to diversify portfolios as smaller-cap and healthcare stocks show strong potential.
#YonhapInfomax #Magnificent7 #Russell1000GrowthIndex #PortfolioDiversification #FederalReserve #HealthcareSector #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=81642

OpenAI CEO Sam Altman warns of an AI market bubble, with South Korean analysts cautioning that a US rate cut could trigger a downturn as growth slows for leading AI firms and capital shifts to bonds amid economic headwinds.
#YonhapInfomax #SamAltman #AIBubble #RateCut #Magnificent7 #SP500PER #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=78370

Bank of America’s latest survey shows global fund managers’ bullish sentiment on equities has climbed to a six-month high, driven by easing U.S. recession fears and renewed interest in major tech stocks.
#YonhapInfomax #BankOfAmerica #FundManagers #BullishSentiment #Magnificent7 #ArtificialIntelligenceBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=76726

Meta Hits Record High on AI Pivot
Meta’s AI-first shift drives record $784.75 share price, outpacing Apple and Tesla, but heavy spending and ad-revenue dependence pose risks in a slowing economy.

#Meta #AI #TechStocks #SocialMedia #Zuckerberg #Magnificent7 #advertisingphotography

Read Full Article Here :- https://www.techi.com/two-takes/meta-platforms-stock-price-prediction-2025-ai-growth-analysis/

“The #Magnificent7 have spent ‘more than $100 billion on #datacenters in the last three months alone” and ‘Morgan Stanley estimates that #capital #expenditures on #AI could exceed $3 trillion in the next three years’ according to Bloomberg.” open.substack.com/pub/kyla/p/h...

How AI, Healthcare, and Labubu...

US stocks rebounded as strong earnings from the Magnificent 7 tech giants fueled market optimism, offsetting concerns over weak July employment data and driving major indices higher.
#YonhapInfomax #Magnificent7 #Earnings #USStocks #NonfarmPayrolls #JimCramer #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=75581