--- title: Syz The Moment | magnificent-7 description: magnificent-7 | Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - 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[Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 29 Sep 2026 - - - #### The haves and the have nots over the last month: MAG 7 vs. Everything Else. $RSP $MAGS Source: Andrew Thrasher, CMT [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![The haves and the have nots over the last month: MAG 7 vs. Everything Else. $RSP $MAGS](https://blog.syzgroup.com/hubfs/1790629836162.jpg) ![The haves and the have nots over the last month: MAG 7 vs. Everything Else. $RSP $MAGS](https://blog.syzgroup.com/hubfs/1790629836162.jpg) 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 [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![Today’s ](https://blog.syzgroup.com/hubfs/1790492961174.jpg) ![Today’s ](https://blog.syzgroup.com/hubfs/1790492961174.jpg) 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 [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![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%).](https://blog.syzgroup.com/hubfs/1790053373216.jpg) ![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%).](https://blog.syzgroup.com/hubfs/1790053373216.jpg) 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 [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![This chart shows how markets have performed so far in September, with the Magnificent Seven currently carrying the torch.](https://blog.syzgroup.com/hubfs/1789709696179.jpg) ![This chart shows how markets have performed so far in September, with the Magnificent Seven currently carrying the torch.](https://blog.syzgroup.com/hubfs/1789709696179.jpg) 3 Aug 2026 - - - #### The Financial Times has called the end of the Magnificent Seven as an investment concept Source: Mr Family Office [#Food for Thoughts|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![The Financial Times has called the end of the Magnificent Seven as an investment concept](https://blog.syzgroup.com/hubfs/1785704819286.jpg) ![The Financial Times has called the end of the Magnificent Seven as an investment concept](https://blog.syzgroup.com/hubfs/1785704819286.jpg) 30 Jul 2026 - - - #### Mag 7 stocks are now trading near their cheapest valuation in history relative to the S&P 500 Source: Barchart, Bloomberg [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![Mag 7 stocks are now trading near their cheapest valuation in history relative to the S&P 500](https://blog.syzgroup.com/hubfs/4-Jul-30-2026-03-15-29-2761-PM.jpg) ![Mag 7 stocks are now trading near their cheapest valuation in history relative to the S&P 500](https://blog.syzgroup.com/hubfs/4-Jul-30-2026-03-15-29-2761-PM.jpg) 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)" [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![Goldman: ](https://blog.syzgroup.com/hubfs/1784154151305.jpg) ![Goldman: ](https://blog.syzgroup.com/hubfs/1784154151305.jpg) 30 Jun 2026 - - - #### Only 2 months left to buy the Magnificent 7 before the cash flow explosion begins??? Source: Patient Investor @patientinvestor FT [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![Only 2 months left to buy the Magnificent 7 before the cash flow explosion begins???](https://blog.syzgroup.com/hubfs/2-Jun-30-2026-02-47-30-6297-PM.jpg) ![Only 2 months left to buy the Magnificent 7 before the cash flow explosion begins???](https://blog.syzgroup.com/hubfs/2-Jun-30-2026-02-47-30-6297-PM.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/15?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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