Forget the "Magnificent Seven." Instead, Look at the "Fab Four."

22
Comment
Favorite

Forget the "Magnificent Seven." Instead, Look at the "Fab Four."

Motley Fool04-04

The "Magnificent Seven" were some of last year's best-performing stocks.However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.Long-term investors ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

TigerVision888
·04-04
These 7 stocks again. Have we not had enough publicity of the same daily news over and over
Reply
1
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2424178028?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-04-04 15:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2424178028","market":"us","top_or_hot":-1,"title":"Forget the \"Magnificent Seven.\" Instead, Look at the \"Fab Four.\"","media":"Motley Fool","content":"<div>\n<p>The \"Magnificent Seven\" were some of last year's best-performing stocks.However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.Long-term investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget the \"Magnificent Seven.\" Instead, Look at the \"Fab Four.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget the \"Magnificent Seven.\" Instead, Look at the \"Fab Four.\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"Magnificent Seven\" were some of last year's best-performing stocks.However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.Long-term investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0234572021.USD","symbol_name":"高盛美国核心股票组合Acc","start_time":0,"source_url":"https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/","article_id":"2424178028","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2424178028","pubTimestamp":1712214000,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"These high-profile stocks helped fuel last year's market rally, but the group is beginning to fray at the edges.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","GOOG":"谷歌","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","AAPL":"苹果","BK4535":"淡马锡持仓","META":"Meta Platforms","BK4543":"AI","BK4559":"巴菲特持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GOOGL":"谷歌A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4538":"云计算","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4097":"系统软件","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","TSLA":"特斯拉","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","MSFT":"微软","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDA":"英伟达","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4532":"文艺复兴科技持仓","AMZN":"亚马逊","BK4553":"喜马拉雅资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"translate_title":"忘了“华丽七人组”吧。相反，看看“四人组”。","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1.1,"AMZN":0.9,"AAPL":0.9,"NVDA":0.9,"MSFT":0.9,"GOOGL":0.9,"GOOG":0.9,"TSLA":0.74},"content_text":"The \"Magnificent Seven\" were some of last year's best-performing stocks.However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.Long-term investors should avoid the temptation to follow the crowd.After enduring a lengthy bear market, technology stocks came roaring back last year, led by the so-called \"Magnificent Seven\" stocks. These industry leaders were among the top gainers in the Nasdaq Composite in 2023, helping lift the tech-heavy index out of the doldrums, with the group generating gains of more than 111%, on average.Here's how members performed in 2023:Nvidia -- Up 239%Meta Platforms -- Up 194%Tesla -- Up 102%Amazon -- Up 81%Alphabet -- Up 58%Microsoft -- Up 57%Apple -- Up 48%However, the onset of 2024 changed the paradigm of the group, and the performances of some stocks are beginning to diverge. In fact, a report in The Wall Street Journal suggests the Magnificent Seven \"is now the Fab Four,\" made up of a subset of the original septet.Let's look at the Fab Four and see what sets them apart.Image source: Getty Images.Fab Four stock No. 1: NvidiaIt isn't surprising to see Nvidia stock top the list, up 81% so far this year (as of this writing). The company pioneered the graphics processing units (GPUs) that revolutionized video games, and those same processors proved equally adept at handling the rigors of AI.Nvidia dominates the space, controlling 95% of the GPUs used in data centers -- where much of AI processing is done -- according to CFRA analyst Angelo Zino. Furthermore, Nvidia is the gold standard for processing machine learning, an established branch of AI, with 95% of that market as well. This suggests it's a shoo-in as businesses and researchers alike begin to adopt generative AI.The results are undeniable. For its fiscal 2024 fourth quarter (ended Jan. 28), Nvidia's revenue soared 265% year over year, while net income rose 769%.Fab Four stock No. 2: Meta PlatformsThanks largely to the wealth of data on its social media platforms, Meta Platforms long enlisted the aid of AI to surface relevant content for users and inform its targeted advertising. However, the advent of generative AI helped take its advertising acumen to the next level, boosting its stock by 41% so far this year.Meta supplies a suite of advanced generative AI tools to advertisers, which helps make them -- and Meta -- more successful. For example, users can generate multiple backgrounds for a given ad, adjust the aspect ratio of an image, or revise text to better target a specific audience. The early results are impressive. Meta reports that marketers can save five or more hours per week, on average, because they can \"create multiple [ad] variations with the click of a button.\"Furthermore, Meta created a leading AI model -- LLaMA (Large Language Model Meta AI) -- which can be found on all the major cloud infrastructure platforms, helping Meta generate a brand new revenue stream.These factors helped boost Meta's financial results. In the fourth quarter, revenue grew 25% year over year, while net income jumped 201%. While this was partially the result of easy comps, it also helps illustrate the strength of Meta's AI-driven digital advertising.Fab Four stock No. 3: AmazonWhen demand for generative AI increased last year, the popular narrative suggested that Amazon was late to join the AI race, giving competitors the upper hand.Despite that misconception, the company announced the debut of Bedrock, a service that provides all the top AI models to Amazon Web Services (AWS) customers. They were joined by Titan, Amazon's own AI models, which were pre-trained on AWS. This allows its cloud users to streamline the process of generating custom AI systems. It also introduced Amazon Q, its generative AI-powered digital assistant.Most recently, Amazon upped the ante, adding to its already sizable investment in start-up Anthropic AI, bringing its total stake to $4 billion. The company said Claude 3 -- its latest model -- scored top marks on AI benchmark tests, outperforming Google's Gemini Ultra and OpenAI's GPT-4.For the fourth quarter, Amazon's net sales grew 14%, while net income surged 34-fold. While that's largely the result of easy comparable numbers, it also helps illustrate the strength of Amazon's industry-leading e-commerce and cloud infrastructure businesses, as well as its digital advertising segment -- all aided by its AI expertise. This has helped fuel stock price gains of 19% thus far in 2024.Fab Four stock No. 4: MicrosoftMicrosoft arguably helped kick off the AI revolution with its investment in OpenAI and the integration of generative AI capability into its suite of workplace productivity software. Like Amazon, Microsoft offers all the most popular AI models on its cloud infrastructure platform, Azure.The company's biggest opportunity, however, will be courtesy of Copilot, its generative AI assistant. The company created a growing roster of industry- and job-specific assistants to automate time-consuming and mundane tasks.Not only is Microsoft benefiting from the rapid adoption of Copilot, the company is also seeing a halo effect, with accelerating adoption of Azure Cloud, which grew faster than both AWS and Google Cloud in the calendar fourth quarter. The company noted that six percentage points of Azure's growth was the result of strong demand for AI.During its fiscal 2024 second quarter, Microsoft's revenue grew 18% year over year, while net income jumped 33%. Its stock price followed, up 12% so far this year.Losing their luster?It's worth mentioning that the report suggested three of the Magnificent Seven stocks lagged the broader market -- Tesla, Apple, and Alphabet. However, as of this writing, while Tesla and Apple are down 33% and 12% respectively, Alphabet stock is up 11%, slightly better than the 9% gains of the S&P 500.Deliveries of Tesla's electric vehicles slowed by more than 8% over the last year, and sales of Apple iPhones are off as well. Both companies are struggling in China as competition in the country ramps up. Furthermore, the U.S. Department of Justice filed an antitrust lawsuit against the iPhone maker, which will no doubt weigh on the stock for the foreseeable future. Alphabet has its own legal troubles, as the Justice Department has taken issue with Google's search supremacy.From a valuation perspective, Alphabet, Meta Platforms, and Apple are selling for 23 times, 25 times, and 26 times forward earnings, respectively, a discount to a price-to-earnings ratio of 28 for the S&P 500. At the same time, Amazon is selling for less than 3 times sales, so each of these stocks is relatively inexpensive.Investors with a long-term outlook would be best served by sticking to their investing game plan and ignore the calls for \"What have you done for me lately?\"","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[{"id":291592245133536,"gmtCreate":1712215457525,"gmtModify":1712215460982,"author":{"id":"4146204832639872","authorId":"4146204832639872","name":"TigerVision888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":0},"htmlText":"These 7 stocks again. Have we not had enough publicity of the same daily news over and over","listText":"These 7 stocks again. Have we not had enough publicity of the same daily news over and over","text":"These 7 stocks again. Have we not had enough publicity of the same daily news over and over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291592245133536","repostId":2424178028,"repostType":2,"repost":{"id":"2424178028","pubTimestamp":1712214000,"share":"https://www.laohu8.com/m/news/2424178028?lang=&edition=full","pubTime":"2024-04-04 15:00","market":"us","language":"en","title":"Forget the \"Magnificent Seven.\" Instead, Look at the \"Fab Four.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2424178028","media":"Motley Fool","summary":"These high-profile stocks helped fuel last year's market rally, but the group is beginning to fray at the edges.","content":"<html><head></head><body><ul style=\"\"><li><p>The &#34;Magnificent Seven&#34; were some of last year&#39;s best-performing stocks.</p></li><li><p>However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.</p></li><li><p>Long-term investors should avoid the temptation to follow the crowd.</p></li></ul><p>After enduring a lengthy bear market, technology stocks came roaring back last year, led by the so-called &#34;Magnificent Seven&#34; stocks. These industry leaders were among the top gainers in the<strong> Nasdaq Composite</strong> in 2023, helping lift the tech-heavy index out of the doldrums, with the group generating gains of more than 111%, on average.</p><p>Here&#39;s how members performed in 2023:</p><ul style=\"\"><li><p><strong>Nvidia</strong> -- Up 239%</p></li><li><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> -- Up 194%</p></li><li><p><strong>Tesla </strong>-- Up 102%</p></li><li><p><strong>Amazon</strong> -- Up 81%</p></li><li><p><strong>Alphabet</strong> -- Up 58%</p></li><li><p><strong>Microsoft</strong> -- Up 57%</p></li><li><p><strong>Apple</strong> -- Up 48%</p></li></ul><p>However, the onset of 2024 changed the paradigm of the group, and the performances of some stocks are beginning to diverge. In fact, a report in <em>The Wall Street Journal</em> suggests the Magnificent Seven &#34;is now the Fab Four,&#34; made up of a subset of the original septet.</p><p>Let&#39;s look at the Fab Four and see what sets them apart.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9046054398adf7b6d144f974a5b70d58\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"393\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_1975216651\">Fab Four stock No. 1: Nvidia</h2><p>It isn&#39;t surprising to see Nvidia stock top the list, up 81% so far this year (as of this writing). The company pioneered the graphics processing units (GPUs) that revolutionized video games, and those same processors proved equally adept at handling the rigors of AI.</p><p>Nvidia dominates the space, controlling 95% of the GPUs used in data centers -- where much of AI processing is done -- according to CFRA analyst Angelo Zino. Furthermore, Nvidia is the gold standard for processing machine learning, an established branch of AI, with 95% of that market as well. This suggests it&#39;s a shoo-in as businesses and researchers alike begin to adopt generative AI.</p><p>The results are undeniable. For its fiscal 2024 fourth quarter (ended Jan. 28), Nvidia&#39;s revenue soared 265% year over year, while net income rose 769%.</p><h2 id=\"id_3392053256\">Fab Four stock No. 2: Meta Platforms</h2><p>Thanks largely to the wealth of data on its social media platforms, Meta Platforms long enlisted the aid of AI to surface relevant content for users and inform its targeted advertising. However, the advent of generative AI helped take its advertising acumen to the next level, boosting its stock by 41% so far this year.</p><p>Meta supplies a suite of advanced generative AI tools to advertisers, which helps make them -- and Meta -- more successful. For example, users can generate multiple backgrounds for a given ad, adjust the aspect ratio of an image, or revise text to better target a specific audience. The early results are impressive. Meta reports that marketers can save five or more hours per week, on average, because they can &#34;create multiple [ad] variations with the click of a button.&#34;</p><p>Furthermore, Meta created a leading AI model -- LLaMA (Large Language Model Meta AI) -- which can be found on all the major cloud infrastructure platforms, helping Meta generate a brand new revenue stream.</p><p>These factors helped boost Meta&#39;s financial results. In the fourth quarter, revenue grew 25% year over year, while net income jumped 201%. While this was partially the result of easy comps, it also helps illustrate the strength of Meta&#39;s AI-driven digital advertising.</p><h2 id=\"id_3754367\">Fab Four stock No. 3: Amazon</h2><p>When demand for generative AI increased last year, the popular narrative suggested that Amazon was late to join the AI race, giving competitors the upper hand.</p><p>Despite that misconception, the company announced the debut of Bedrock, a service that provides all the top AI models to Amazon Web Services (AWS) customers. They were joined by Titan, Amazon&#39;s own AI models, which were pre-trained on AWS. This allows its cloud users to streamline the process of generating custom AI systems. It also introduced Amazon Q, its generative AI-powered digital assistant.</p><p>Most recently, Amazon upped the ante, adding to its already sizable investment in start-up Anthropic AI, bringing its total stake to $4 billion. The company said Claude 3 -- its latest model -- scored top marks on AI benchmark tests, outperforming Google&#39;s Gemini Ultra and OpenAI&#39;s GPT-4.</p><p>For the fourth quarter, Amazon&#39;s net sales grew 14%, while net income surged 34-fold. While that&#39;s largely the result of easy comparable numbers, it also helps illustrate the strength of Amazon&#39;s industry-leading e-commerce and cloud infrastructure businesses, as well as its digital advertising segment -- all aided by its AI expertise. This has helped fuel stock price gains of 19% thus far in 2024.</p><h2 id=\"id_3009971954\">Fab Four stock No. 4: Microsoft</h2><p>Microsoft arguably helped kick off the AI revolution with its investment in OpenAI and the integration of generative AI capability into its suite of workplace productivity software. Like Amazon, Microsoft offers all the most popular AI models on its cloud infrastructure platform, Azure.</p><p>The company&#39;s biggest opportunity, however, will be courtesy of Copilot, its generative AI assistant. The company created a growing roster of industry- and job-specific assistants to automate time-consuming and mundane tasks.</p><p>Not only is Microsoft benefiting from the rapid adoption of Copilot, the company is also seeing a halo effect, with accelerating adoption of Azure Cloud, which grew faster than both AWS and Google Cloud in the calendar fourth quarter. The company noted that six percentage points of Azure&#39;s growth was the result of strong demand for AI.</p><p>During its fiscal 2024 second quarter, Microsoft&#39;s revenue grew 18% year over year, while net income jumped 33%. Its stock price followed, up 12% so far this year.</p><h2 id=\"id_3905327798\">Losing their luster?</h2><p>It&#39;s worth mentioning that the report suggested three of the Magnificent Seven stocks lagged the broader market -- Tesla, Apple, and Alphabet. However, as of this writing, while Tesla and Apple are down 33% and 12% respectively, Alphabet stock is up 11%, slightly better than the 9% gains of the <strong>S&amp;P 500</strong>.</p><p>Deliveries of Tesla&#39;s electric vehicles slowed by more than 8% over the last year, and sales of Apple iPhones are off as well. Both companies are struggling in China as competition in the country ramps up. Furthermore, the U.S. Department of Justice filed an antitrust lawsuit against the iPhone maker, which will no doubt weigh on the stock for the foreseeable future. Alphabet has its own legal troubles, as the Justice Department has taken issue with Google&#39;s search supremacy.</p><p>From a valuation perspective, Alphabet, Meta Platforms, and Apple are selling for 23 times, 25 times, and 26 times forward earnings, respectively, a discount to a price-to-earnings ratio of 28 for the S&amp;P 500. At the same time, Amazon is selling for less than 3 times sales, so each of these stocks is relatively inexpensive.</p><p>Investors with a long-term outlook would be best served by sticking to their investing game plan and ignore the calls for &#34;What have you done for me lately?&#34;</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget the \"Magnificent Seven.\" Instead, Look at the \"Fab Four.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget the \"Magnificent Seven.\" Instead, Look at the \"Fab Four.\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"Magnificent Seven\" were some of last year's best-performing stocks.However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.Long-term investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","GOOG":"谷歌","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","AAPL":"苹果","BK4535":"淡马锡持仓","META":"Meta Platforms","BK4543":"AI","BK4559":"巴菲特持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GOOGL":"谷歌A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4538":"云计算","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4097":"系统软件","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","TSLA":"特斯拉","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","MSFT":"微软","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDA":"英伟达","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4532":"文艺复兴科技持仓","AMZN":"亚马逊","BK4553":"喜马拉雅资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2024/04/03/forget-the-magnificent-seven-instead-look-at-the-f/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424178028","content_text":"The \"Magnificent Seven\" were some of last year's best-performing stocks.However, some members are no longer holding up their end of the bargain, sparking calls for a reshuffling.Long-term investors should avoid the temptation to follow the crowd.After enduring a lengthy bear market, technology stocks came roaring back last year, led by the so-called \"Magnificent Seven\" stocks. These industry leaders were among the top gainers in the Nasdaq Composite in 2023, helping lift the tech-heavy index out of the doldrums, with the group generating gains of more than 111%, on average.Here's how members performed in 2023:Nvidia -- Up 239%Meta Platforms -- Up 194%Tesla -- Up 102%Amazon -- Up 81%Alphabet -- Up 58%Microsoft -- Up 57%Apple -- Up 48%However, the onset of 2024 changed the paradigm of the group, and the performances of some stocks are beginning to diverge. In fact, a report in The Wall Street Journal suggests the Magnificent Seven \"is now the Fab Four,\" made up of a subset of the original septet.Let's look at the Fab Four and see what sets them apart.Image source: Getty Images.Fab Four stock No. 1: NvidiaIt isn't surprising to see Nvidia stock top the list, up 81% so far this year (as of this writing). The company pioneered the graphics processing units (GPUs) that revolutionized video games, and those same processors proved equally adept at handling the rigors of AI.Nvidia dominates the space, controlling 95% of the GPUs used in data centers -- where much of AI processing is done -- according to CFRA analyst Angelo Zino. Furthermore, Nvidia is the gold standard for processing machine learning, an established branch of AI, with 95% of that market as well. This suggests it's a shoo-in as businesses and researchers alike begin to adopt generative AI.The results are undeniable. For its fiscal 2024 fourth quarter (ended Jan. 28), Nvidia's revenue soared 265% year over year, while net income rose 769%.Fab Four stock No. 2: Meta PlatformsThanks largely to the wealth of data on its social media platforms, Meta Platforms long enlisted the aid of AI to surface relevant content for users and inform its targeted advertising. However, the advent of generative AI helped take its advertising acumen to the next level, boosting its stock by 41% so far this year.Meta supplies a suite of advanced generative AI tools to advertisers, which helps make them -- and Meta -- more successful. For example, users can generate multiple backgrounds for a given ad, adjust the aspect ratio of an image, or revise text to better target a specific audience. The early results are impressive. Meta reports that marketers can save five or more hours per week, on average, because they can \"create multiple [ad] variations with the click of a button.\"Furthermore, Meta created a leading AI model -- LLaMA (Large Language Model Meta AI) -- which can be found on all the major cloud infrastructure platforms, helping Meta generate a brand new revenue stream.These factors helped boost Meta's financial results. In the fourth quarter, revenue grew 25% year over year, while net income jumped 201%. While this was partially the result of easy comps, it also helps illustrate the strength of Meta's AI-driven digital advertising.Fab Four stock No. 3: AmazonWhen demand for generative AI increased last year, the popular narrative suggested that Amazon was late to join the AI race, giving competitors the upper hand.Despite that misconception, the company announced the debut of Bedrock, a service that provides all the top AI models to Amazon Web Services (AWS) customers. They were joined by Titan, Amazon's own AI models, which were pre-trained on AWS. This allows its cloud users to streamline the process of generating custom AI systems. It also introduced Amazon Q, its generative AI-powered digital assistant.Most recently, Amazon upped the ante, adding to its already sizable investment in start-up Anthropic AI, bringing its total stake to $4 billion. The company said Claude 3 -- its latest model -- scored top marks on AI benchmark tests, outperforming Google's Gemini Ultra and OpenAI's GPT-4.For the fourth quarter, Amazon's net sales grew 14%, while net income surged 34-fold. While that's largely the result of easy comparable numbers, it also helps illustrate the strength of Amazon's industry-leading e-commerce and cloud infrastructure businesses, as well as its digital advertising segment -- all aided by its AI expertise. This has helped fuel stock price gains of 19% thus far in 2024.Fab Four stock No. 4: MicrosoftMicrosoft arguably helped kick off the AI revolution with its investment in OpenAI and the integration of generative AI capability into its suite of workplace productivity software. Like Amazon, Microsoft offers all the most popular AI models on its cloud infrastructure platform, Azure.The company's biggest opportunity, however, will be courtesy of Copilot, its generative AI assistant. The company created a growing roster of industry- and job-specific assistants to automate time-consuming and mundane tasks.Not only is Microsoft benefiting from the rapid adoption of Copilot, the company is also seeing a halo effect, with accelerating adoption of Azure Cloud, which grew faster than both AWS and Google Cloud in the calendar fourth quarter. The company noted that six percentage points of Azure's growth was the result of strong demand for AI.During its fiscal 2024 second quarter, Microsoft's revenue grew 18% year over year, while net income jumped 33%. Its stock price followed, up 12% so far this year.Losing their luster?It's worth mentioning that the report suggested three of the Magnificent Seven stocks lagged the broader market -- Tesla, Apple, and Alphabet. However, as of this writing, while Tesla and Apple are down 33% and 12% respectively, Alphabet stock is up 11%, slightly better than the 9% gains of the S&P 500.Deliveries of Tesla's electric vehicles slowed by more than 8% over the last year, and sales of Apple iPhones are off as well. Both companies are struggling in China as competition in the country ramps up. Furthermore, the U.S. Department of Justice filed an antitrust lawsuit against the iPhone maker, which will no doubt weigh on the stock for the foreseeable future. Alphabet has its own legal troubles, as the Justice Department has taken issue with Google's search supremacy.From a valuation perspective, Alphabet, Meta Platforms, and Apple are selling for 23 times, 25 times, and 26 times forward earnings, respectively, a discount to a price-to-earnings ratio of 28 for the S&P 500. At the same time, Amazon is selling for less than 3 times sales, so each of these stocks is relatively inexpensive.Investors with a long-term outlook would be best served by sticking to their investing game plan and ignore the calls for \"What have you done for me lately?\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":22,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}