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Enzo1984
01-22 07:13
6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt
Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.
Enzo1984
07:21
Hj5vnn6bzswrefqde
Why AMD’s Stock Is Charging Higher as Intel’s Sinks
Go to Tiger App to see more news
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","listText":"Hj5vnn6bzswrefqde ","text":"Hj5vnn6bzswrefqde","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525043470521408","repostId":"2605288018","repostType":2,"repost":{"id":"2605288018","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769209200,"share":"https://ttm.financial/m/news/2605288018?lang=en_US&edition=fundamental","pubTime":"2026-01-24 07:00","market":"us","language":"en","title":"Why AMD’s Stock Is Charging Higher as Intel’s Sinks","url":"https://stock-news.laohu8.com/highlight/detail?id=2605288018","media":"Dow Jones","summary":"AMD might be better equipped than Intel to handle a supply crunch.","content":"<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</p></body></html>","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>Why AMD’s Stock Is Charging Higher as Intel’s Sinks</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\">\nWhy AMD’s Stock Is Charging Higher as Intel’s Sinks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-24 07:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - 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But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from Taiwan Semiconductor Manufacturing Co., whereas Intel both outsources manufacturing and makes its own chips.According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.Much focus has been on AMD’s competition with Nvidia in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.","news_type":1,"symbols_score_info":{"AMDL":0.6,"INTC":2.1,"AMDD":0.6,"AMDG":0.6,"LINT":2,"AMDY":0.6,"AMD":2.1,"INTW":2,"AMDW":0.6,"AMYY":0.6,"AMDU":0.6,"DAMD":0.6,"AMUU":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524333709948328,"gmtCreate":1769037209346,"gmtModify":1769045469076,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4164077489018402","authorIdStr":"4164077489018402"},"themes":[],"title":"","htmlText":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","listText":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","text":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524333709948328","repostId":"2605439523","repostType":2,"repost":{"id":"2605439523","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769035200,"share":"https://ttm.financial/m/news/2605439523?lang=en_US&edition=fundamental","pubTime":"2026-01-22 06:40","market":"us","language":"en","title":"Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2605439523","media":"Dow Jones","summary":"The 'Magnificent Seven' have become the 'Lag-nificent Seven', one analyst joked. The \"Magnificent Seven\" have struggled since October, but better days could be coming, one portfolio manager said.The so-called \"Magnificent Seven\" have gone from stock-market leaders to stock-market laggards. But amid the most persistent bout of underperformance for those Big Tech names since the start of the bull market more than three years ago, some see an opportunity to buy.J.C. Parets, a market technician and founder of TrendLabs, joked that the \"Magnificent Seven\" have become the \"Lag-nificent Seven.\" He said positioning in those stocks became extremely crowded last year. Now, some of that has unwound. While Parets said he doesn't expect investors to pile back into those names to such an aggressive degree, the latest bout of weakness could be a buying opportunity.","content":"<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>","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>Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</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\">\nBig Tech stocks haven't been this cheap in months. These investors say it's time to buy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-22 06:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","MAGS":"Roundhill Magnificent Seven ETF","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","BK4122":"互联网与直销零售","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0320765059.SGD":"FTIF - 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Global Income A (div) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605439523","content_text":"MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.By Christine Ji and Joseph AdinolfiBig Tech falls out of favor as market leadership shiftsThe once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.Underperformance drives valuations to multi-month lowsAs a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.Positioning unwind and the role of the U.S. dollarJ.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.Narrowing leadership and small-cap outperformanceThe group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.Earnings season may offer near-term supportDespite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.","news_type":1,"symbols_score_info":{"MESmain":0.6,"TESL":0.6,"IVV":0.6,"SPXU":0.6,"TSYY":0.6,"TSLZ":0.6,"AAPL":1.92,"NVDG":0.6,"TSDD":0.6,"TSLP":0.6,"TSLQ":0.6,"GOU":0.6,"TSLS":0.6,"SDS":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVII":0.6,"ESmain":0.6,"NVDY":0.6,"SSO":0.6,"META":1.92,"NVDA":1.92,"UPRO":0.6,"CRSH":0.6,"DIPS":0.6,"NVD":0.6,"GOOG":1.92,"SPY":0.68,"MACW.SI":0.6,"OEF":0.6,"NVDS":0.6,"AMZN":1.92,"GGLS":0.6,"TSLY":0.6,"NVDQ":0.6,"SH":0.6,"TSLI":0.6,"TSLL":0.6,"MAGS":1.95,"NVD3.UK":0.6,"MSFT":1.92,"GOOY":0.6,"USJW.SI":0.6,"2NVD.UK":0.6,"TSLR":0.6,"USAW.SI":0.6,"GGLL":0.6,"3NVD.UK":0.6,"GOOGL":1.92,"NVDD":0.6,"TSLT":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDW":0.6,"GOOW":0.6,"TSLW":0.6,"TSLG":0.6,"NVDS.UK":0.6,"OEX":0.6,"TSL":0.6,"GOOP":0.6,"GOOX":0.6,"TSLA":1.92}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":524333709948328,"gmtCreate":1769037209346,"gmtModify":1769045469076,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","listText":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","text":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524333709948328","repostId":"2605439523","repostType":2,"repost":{"id":"2605439523","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769035200,"share":"https://ttm.financial/m/news/2605439523?lang=en_US&edition=fundamental","pubTime":"2026-01-22 06:40","market":"us","language":"en","title":"Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2605439523","media":"Dow Jones","summary":"The 'Magnificent Seven' have become the 'Lag-nificent Seven', one analyst joked. The \"Magnificent Seven\" have struggled since October, but better days could be coming, one portfolio manager said.The so-called \"Magnificent Seven\" have gone from stock-market leaders to stock-market laggards. But amid the most persistent bout of underperformance for those Big Tech names since the start of the bull market more than three years ago, some see an opportunity to buy.J.C. Parets, a market technician and founder of TrendLabs, joked that the \"Magnificent Seven\" have become the \"Lag-nificent Seven.\" He said positioning in those stocks became extremely crowded last year. Now, some of that has unwound. While Parets said he doesn't expect investors to pile back into those names to such an aggressive degree, the latest bout of weakness could be a buying opportunity.","content":"<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>","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>Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</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\">\nBig Tech stocks haven't been this cheap in months. These investors say it's time to buy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-22 06:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","MAGS":"Roundhill Magnificent Seven ETF","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","BK4122":"互联网与直销零售","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0320765059.SGD":"FTIF - 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Global Income A (div) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605439523","content_text":"MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.By Christine Ji and Joseph AdinolfiBig Tech falls out of favor as market leadership shiftsThe once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.Underperformance drives valuations to multi-month lowsAs a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.Positioning unwind and the role of the U.S. dollarJ.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.Narrowing leadership and small-cap outperformanceThe group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.Earnings season may offer near-term supportDespite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.","news_type":1,"symbols_score_info":{"MESmain":0.6,"TESL":0.6,"IVV":0.6,"SPXU":0.6,"TSYY":0.6,"TSLZ":0.6,"AAPL":1.92,"NVDG":0.6,"TSDD":0.6,"TSLP":0.6,"TSLQ":0.6,"GOU":0.6,"TSLS":0.6,"SDS":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVII":0.6,"ESmain":0.6,"NVDY":0.6,"SSO":0.6,"META":1.92,"NVDA":1.92,"UPRO":0.6,"CRSH":0.6,"DIPS":0.6,"NVD":0.6,"GOOG":1.92,"SPY":0.68,"MACW.SI":0.6,"OEF":0.6,"NVDS":0.6,"AMZN":1.92,"GGLS":0.6,"TSLY":0.6,"NVDQ":0.6,"SH":0.6,"TSLI":0.6,"TSLL":0.6,"MAGS":1.95,"NVD3.UK":0.6,"MSFT":1.92,"GOOY":0.6,"USJW.SI":0.6,"2NVD.UK":0.6,"TSLR":0.6,"USAW.SI":0.6,"GGLL":0.6,"3NVD.UK":0.6,"GOOGL":1.92,"NVDD":0.6,"TSLT":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDW":0.6,"GOOW":0.6,"TSLW":0.6,"TSLG":0.6,"NVDS.UK":0.6,"OEX":0.6,"TSL":0.6,"GOOP":0.6,"GOOX":0.6,"TSLA":1.92}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525043470521408,"gmtCreate":1769210465313,"gmtModify":1769210468650,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"Hj5vnn6bzswrefqde ","listText":"Hj5vnn6bzswrefqde ","text":"Hj5vnn6bzswrefqde","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525043470521408","repostId":"2605288018","repostType":2,"repost":{"id":"2605288018","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769209200,"share":"https://ttm.financial/m/news/2605288018?lang=en_US&edition=fundamental","pubTime":"2026-01-24 07:00","market":"us","language":"en","title":"Why AMD’s Stock Is Charging Higher as Intel’s Sinks","url":"https://stock-news.laohu8.com/highlight/detail?id=2605288018","media":"Dow Jones","summary":"AMD might be better equipped than Intel to handle a supply crunch.","content":"<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</p></body></html>","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>Why AMD’s Stock Is Charging Higher as Intel’s Sinks</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\">\nWhy AMD’s Stock Is Charging Higher as Intel’s Sinks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-24 07:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - 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But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from Taiwan Semiconductor Manufacturing Co., whereas Intel both outsources manufacturing and makes its own chips.According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.Much focus has been on AMD’s competition with Nvidia in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.","news_type":1,"symbols_score_info":{"AMDL":0.6,"INTC":2.1,"AMDD":0.6,"AMDG":0.6,"LINT":2,"AMDY":0.6,"AMD":2.1,"INTW":2,"AMDW":0.6,"AMYY":0.6,"AMDU":0.6,"DAMD":0.6,"AMUU":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
