The wonderful 7 trade is struggling – here is the reason

the Seven wonderful It has turned into a huge one while artificial intelligence spends concerns about feeling a feeling.

It is usually seven hot hot hot reliability (Dead), Amazon (amzn), Google (Goog), apple (Aapl), Nvidia (Nvda), Microsoft (Msft) And Tesla (TimingIt has been distorted for more than one month until 2025. Only one of the components of large technology-Meta- has made gains from two number of the box.

In fact, the Meta shares rose for 15 consecutive sessions until Monday-which made their public progress to a history to a wonderful (or huge …) 20 %.

Amazon is the only Mag Seven component that raises a year to 5.9 %, before an increase of 3.4 % from S&P 500 (^Gspc). Alphabet, Apple, Nvidia, Microsoft and Tesla are all a general decrease so far, with an average decrease of 3 % based on Yahoo financing accounts.

Tesla is the worst performance per year, a 6 % decrease as struck Sales news is less than inspiration From all over the world. Also, the concerns of tariffs on the arrow, similar to other car plays such as General Motors (General MotorsAnd Ford (and).

When drilling is deeper, six out of seven members of seven members about the profits of the fourth quarter until now: everything except dead has decreased since their reports. The alphabet decreased more than 10.4 %, like the street It was a very negative reaction to its initial forecast for 2025.

Bofa strategy said: “Price feedback indicates Savita Subramanian In an agent on Monday.

To the Subramanian point, the capitalist spending numbers that are offered for the year 2025 by Big Tech to build an artificial intelligence infrastructure was the ones that hold the investors. Group, they have the street concern whether Mag Seven’s profit margins were peak in the short term in 2024.

Meta, Microsoft, Amazon and Alphabet are scheduled to spend $ 325 billion in capital expenses and investments this year, Laahoo Finance’s Laura Bratton Reports. This would represent an increase of 46 % on an annual basis for four technology.

Amazon alone sees $ 104 billion of capital expenditures this year, much higher than previous analysts’ expectations from 80 billion dollars to 85 billion dollars.

Last week, the RBC Capital Markets Brad Erickson last week warned seven names like Amazon are “crowded” deals and that “AI” spends the discussion to earn money “undoubtedly.”

The question that has now begun to rotate in the street is whether the vulnerability is seven bleeding in the wider market. If so, it may have a major impact on the arrows that are not directly associated with technology.

The story continues