5 Oct 2026
Mags ETF saw their largest inflow in history last month
Source: Barchart
29 Sep 2026
The haves and the have nots over the last month: MAG 7 vs. Everything Else. $RSP $MAGS
Source: Andrew Thrasher, CMT
28 Sep 2026
Today’s "AI Big 10" (Mag 7 plus Broadcom, AMD and Micron) is 41% of US market cap, which is where all previous major bubbles peaked
Source: zerohedge, BofA
22 Sep 2026
Yesterday's rally was mainly about tech with Semis up +7.4% and Mag 7 up nearly 3% while the S&P 500 equally-weighted barely moved (+0.6%).
"The S&P500 equal weight index was only up 58 bps today – clearly a "size-led" rally with SPX > SPW by ~110 bps today, a top 5 daily spread over the last 5+ years" - Goldman Source: www.zerohedge.com, Bloomberg
18 Sep 2026
This chart shows how markets have performed so far in September, with the Magnificent Seven currently carrying the torch.
Source: Citi Securities through RBC
3 Aug 2026
The Financial Times has called the end of the Magnificent Seven as an investment concept
Source: Mr Family Office
30 Jul 2026
Mag 7 stocks are now trading near their cheapest valuation in history relative to the S&P 500
Source: Barchart, Bloomberg
16 Jul 2026
Goldman: "We are seeing a clear theme of buying Hyperscalers vs selling Semis as our Mag7 basket is outperforming NDX by nearly 3%.
Momentum (memory) drawdown continues with our pair basket (GSPRHIMO) down another -6.5% today despite the modest reprieve yday, taking MTD performance to -24% (worst month since April 2009)"
