Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- Central banks
- Fixed Income
- bitcoin
- Asia
- europe
- investing
- technical analysis
- geopolitics
- gold
- Crypto
- AI
- Commodities
- Technology
- nvidia
- ETF
- earnings
- Forex
- china
- Real Estate
- banking
- oil
- Volatility
- energy
- magnificent-7
- apple
- Alternatives
- emerging-markets
- switzerland
- tesla
- United Kingdom
- Middle East
- assetmanagement
- amazon
- russia
- ethereum
- microsoft
- ESG
- meta
- Industrial-production
- bankruptcy
- Healthcare
- Turkey
- Global Markets Outlook
- africa
- Market Outlook
- brics
- performance
To put things into perspective
Assuming Nvidia meets estimates, the Mag 7 generated $523bn in sales during 4Q, +14%YoY. Revenue growth for remaining 493 S&P 500 stocks was a comparatively paltry 2%. Margins for the mag 7 expanded by ~750 bp YoY to 23% vs. a 110 bp contraction to 9% for remaining 493 stocks in the S&P 500, Goldman has calculated. Source: HolgerZ, Goldman Sachs
Investing with intelligence
Our latest research, commentary and market outlooks

