Skip to main content

Posts

Showing posts with the label Mag7 stocks

Featured Post

Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Mag 7’s AI CapEx Surge: From Stock Market Story to GDP-Level Impact

A handful of tech giants — often dubbed the “Magnificent 7” — are no longer just driving markets; they are  reshaping the economy  through massive investments in AI infrastructure. What started as a stock market narrative is now spilling into GDP-level significance, bond markets, and industrial-scale capital allocation. From Promise to Reality The conversation around AI often focuses on the  future , but the  present impact is in capital spending . Billions are flowing into  servers, GPUs, data centers, and energy infrastructure , shifting Big Tech from “virtual” companies into  industrial-scale operators . CapEx Explosion Four major firms  are on track to spend  over $300B this year , and  about six  could exceed $400B combined. Pre-pandemic, only 20% of their book value was tied to property, plant, and equipment. Now,  over 70%  is industrial assets. Instead of fueling cash reserves and share buybacks,  free cash flow is...

Investors Need to Look Beyond the Mag7 for 2025 Growth: Key Insights from Kevin Mahn

As 2025 approaches,  investors must diversify and focus on new opportunities  beyond the heavily favored  Mag7 stocks  (Nvidia, Microsoft, Apple, etc.), says  Kevin Mahn , a leading portfolio strategist. While this year’s bull market surged over 20%,  2025 will look very different , requiring a  selective and forward-thinking approach . Key Takeaways for 2025 : Past Trends Don’t Guarantee Future Gains : Historically, when the  S&P 500  rallies 20% or more in a year, the following year typically sees  modest growth of  3.6% on average . The Bull Market Will Continue , but gains will require smarter, targeted investments. Beyond NVIDIA and the Mag7 : AI remains a dominant theme , but investors must  diversify within the AI ecosystem . Broadcom : Surged over 300% in recent sessions; AI demand boom forecast. Taiwan Semiconductor (TSMC)  and  data centers  offer strong growth potential. Emerging opportunities:...