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Aira786
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#Mag7Earnings Two Major Facts: ​AI Spending Surge: Hyperscalers (MSFT, GOOGL, AMZN, META) are projected to push 2026 AI infrastructure capex to a massive $600B+, shifting the focus from "AI hype" to "AI payback." ​Growth Deceleration: While still dominant, Mag 7 earnings growth is expected to moderate to around 11-14% in early 2026, narrowing the performance gap as the rest of the S&P 500 catches up. ​The Question: With AI costs skyrocketing and the growth gap closing, is the "Magnificent 7" still a safe haven, or is the market's long-awaited rotation into the other 493 stocks finally here? ​#BigTechRally #StockMarket2026 #AIRevolution
#Mag7Earnings Two Major Facts:
​AI Spending Surge: Hyperscalers (MSFT, GOOGL, AMZN, META) are projected to push 2026 AI infrastructure capex to a massive $600B+, shifting the focus from "AI hype" to "AI payback."
​Growth Deceleration: While still dominant, Mag 7 earnings growth is expected to moderate to around 11-14% in early 2026, narrowing the performance gap as the rest of the S&P 500 catches up.
​The Question:
With AI costs skyrocketing and the growth gap closing, is the "Magnificent 7" still a safe haven, or is the market's long-awaited rotation into the other 493 stocks finally here?
#BigTechRally #StockMarket2026 #AIRevolution
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