Magnificent Seven valuations at dot-com bubble extremes; narrow rally
Semiconductor/mega-cap tech stocks leading S&P 500 to record highs on AI hype, but profit margins now 2x historical average, market priced for perfection. Goldman Sachs warns of 'irrational exuberance'; dispersion widening (META -25%, NOW -60%, SOFI -48% from highs). Rotation signals emerging into quality compounders and international (Korea KOSPI +75% YTD).
R- Yahoo FinanceTesla at $445: Buy, Sell or Hold?15m ago
- Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher26m ago
- BloombergNvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value
Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
43m ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
49m ago - Yahoo FinanceForget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger55m ago
- CNBC Top NewsCerebras opens at $350 on Nasdaq, topping $100 billion market cap after blockbuster IPO
Cerebras is taking advantage of a bull market for silicon, as the chipmaker becomes one of the most notable pureplay AI IPOs to date.
57m ago - Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents1h ago
- Yahoo FinanceAlphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure1h ago
Related coverage
- Mag 7 Drives S&P 500 Toward Fresh Records; $249M Call Buying, Concentration Risk RisingEquities US··0 mentions
- Mag 7 Stocks Rally on AI Infrastructure Demand; $249M+ Call Buying Signals ConvictionTech & AI··0 mentions
- S&P 500 and Nasdaq Push to Record Highs; Retail Sales Moderate, Tape Divergence GrowingEquities US··0 mentions
- Mag 7 Draws $249M Bullish Call Premium in Single Day; NVDA, TSLA, AAPL LeadTech & AI··0 mentions
More about $NVDA
- Mag 7 Drives S&P 500 Toward Fresh Records; $249M Call Buying, Concentration Risk Rising·Equities US
- Trump-Xi Summit in Beijing Signals Trade Easing; Tech and EV Deals Float·Equities US
- Cerebras IPO Indicated to Surge 89 Percent; AI Chipmaker Raises $5.55B in Hotly Anticipated Debut·Tech & AI
- Mag 7 CEOs Signal Constrained Memory; Micron at 7x Earnings Amid AI Buildout·Tech & AI
- Cerebras IPO Indicated to Surge 89% as AI Chip Demand Broadens Beyond NVIDIA·Tech & AI
Top 10 names now over 38% of the S&P 500. What that means for SPY holders, passive flows and tail risk.