Welcome!
Magnificent Seven
US stocks
Meta shares are flying high as Zuckerberg sells his AI vision
Meta has seen its shares gain 13% this month, far outperforming Big Tech peers.
August 22, 2024
US stocks
Amazon’s AI spending plans keep the stock from joining tech rebound
Investors may also be growing weary of Amazon’s rising cash pile and history of not returning it to shareholders.
August 20, 2024
US stocks
Five themes for traders to watch as earnings season kicks off
“Even strong beats may not be enough for the Magnificent 7 growth rate to continue to accelerate.”
July 14, 2024
US stocks
Magnificent Seven earnings arrive with stocks at critical moment
Technology stocks are selling off, with the Nasdaq 100 Index registering its biggest weekly drop since November 2022
April 21, 2024
Tong's Portfolio
Can the superheroes, the ‘Magnificent Seven’, hold up the bull market?
The Magnificent Seven now accounts for almost 30% of the total market cap for all the S&P 500 companies.
March 07, 2024
Artificial Intelligence
Microsoft, Alphabet under pressure to show AI earnings boost
'AI might facilitate growth over the foreseeable future, but I’m not sure most big tech stocks have much to show for it yet'
January 30, 2024
Global Markets
Arm's IPO just the shot needed to restart muscle-memory fondness for new listings
Although the rate hikes are not over, some of the recent toe-dipping of public markets in the US have been positive.
August 29, 2023
US stocks
Big Tech's dominance in stock market hits breakpoint for Nasdaq 100
This 'special rebalance' move is first of its kind
July 11, 2023