Retail Investor Confidence in US Stocks Wavers: Net Purchases Hit Post-Pandemic Low as Focus Shifts from Broad Indexes to Thematic Stock Picking

Wall Street Strategists Call for Portfolio Rotation as Semiconductor Stocks Soar While Magnificent Seven Stagnate

Mag 7 Stock Valuations Hit a Decade-Low Premium, Morgan Stanley Says

Tech Leaders Shift Stance: AI Now Framed as Productivity Booster, Not Job Killer

Expect a Rally in Mag 7 Stocks, Says Morgan Stanley (MS)

Apollo Economist Flags Valuation Risk for Tech Titans Amid Stagnant Broader Market Profit Margins

Rising Electricity Costs in America's Industrial Heartland Driven by Tech Giants' Data Centers

AI Investment Focus Shifts from Tech Giants to Chipmakers in US Stock Market

AI Infrastructure Stocks' Profits Surpass Tech Giants, Sector's Top Five Poised for Reshuffle by 2027: UBS Analysis

Retail Trading in Mag 7 Stocks Drops to Four-Year Low, Citi Says

Retail Investors Turn Away from Former Favorites, the Magnificent Seven

Market Cap of Tech Giants Plunges by $2.3 Trillion Amid Concerns Over AI Returns

Samsung Secures Major AI Server MLCC Contract Valued at 450 Billion Won

Tech Sector Rotation on Wall Street Sees 'Magnificent Seven' Lose $2.3 Trillion in Market Cap

Hedge Funds Offloaded Tech Stocks at a Record Pace Last Week: Semiconductors Sold for Eight Straight Days, Mag 7 Shed for Five Consecutive Weeks

AI Infrastructure's Insatiable Appetite for Capital: Tech Giants Ramp Up Fundraising, Sparking Bond Market Jitters and Widening High-Grade Credit Spreads

The Core Reason for the US Stock Market's Consecutive Declines: The Fall of the "Magnificent Seven"

SpaceX's $25 Billion New Bond Faces Uncommon Sell-Off with Rapid Spread Widening, Highlighting Limits of Tech 'Faith' in Debt Markets

Mega-Cap Tech Conviction Erodes: Sharp Divergence in Technicals Drives Funds to Value Plays

Private Fund Monthly Report: Dongfang Harbor's Dan Bin Highlights Massive $730 Billion AI Investment by U.S. Tech Giants, Warns of Profit Margin Pressure from Rising Storage Costs