Free updates are notified at any time
Just register US Stocks Myft Digest – Deliver directly to your inbox.
The huge seven giant tech clubs have lost some of their shine as investors sell their shares in recent years in Wall Street-led groups.
Apple, Microsoft, Google Parent Letters, Amazon, Tesla, Nvidia and Facebook Parent Meta released huge gains in 2023 and 2024, driving the wider U.S. stock market due to its clumsy market value. But, due to the Blue Chip S&P 500’s 4% increase in 2025, the trend reversed despite the outstanding seven.
As many large tech companies increase their valuations, their growth prospects and plans to pursue huge spending on the AI boom in data centers and other infrastructure, the issue marks a major change on the surface of the market. .
“The stock market has lost leadership,” said Jim Paulsen, an independent market strategist.
The Bloomberg Index tracked the grand seven indexes, up just 1% this year, with losses from Tesla, Microsoft and letters shifting 25.8% of Meta rally. From early 2023 to the end of 2024, the grand seven soared by more than 160%.
Some content cannot be loaded. Check your Internet connection or browser settings.
Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, said the gentle performance this year has deviated from the outstanding seven.
Meanwhile, the currency manager has moved to other departments.
Bank of America shares attracted nearly $20 billion inflows in the week ending February 3 (the second largest weekly since 2008), according to Bank of America data, while healthcare companies, European stocks, gold and Small tech groups have been another major major. The beneficiary of investor repositioning.
“The trend has changed significantly since Christmas,” said Mike O’Rourke of Jones Trade, who is considered the term “magnificent seven.”
The long-term behind the value and the growth sector of the Chinese stock market suddenly exceeded. Meanwhile, there are no seven members except Meta (the stock price rose for 20 consecutive sessions on Friday) that are not even among the top 50 growth stocks in 2025.
Investors have also been investing money into privately owned tech companies including Humans, Coreweave, Databricks, Openai, Gelplexity, Scaleai and Xai, which some now call “the private grand seven.”
According to the Financial Times price data based on fund rounds and liquidation, the group’s cumulative valuation grew 40% between July and the end of January, easily surpassing the seven public huges in the same period.
Most investors say the growth gained from the magnificent seven is a healthy development, an extremely expensive and richest market.
However, some software companies have replaced semiconductor stocks such as NVIDIA at the top of the S&P 500. For example, Palantir and Arm Holdings traded 69 times and 36 times expected revenue, respectively, indicating investors are optimistic about AI in the next 12 months.
Some content cannot be loaded. Check your Internet connection or browser settings.
Analysts at JPMorgan Chase, led by Mislav Matejka, said that after China’s DeepSeek shocked the market last month, AI adoption was much less than expected.
Although it is too early to cancel stocks that have driven the market for such a long time, Matejka, head of global equity strategy at the bank, said: “Historically, no one has ever benefited from technology, but outsiders.”
