Les "Magnificent 7" (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, Tesla) ont subi de lourdes pertes en juin 2026, passant dans le négatif depuis le début de l'année. Les investisseurs s'inquiètent des dépenses massives en IA et de leur rentabilité future.
The Magnificent 7 tech giants have seen $2.3 trillion wiped off their value in June, as investors scrutinize their massive AI infrastructure spending and seek returns elsewhere. While some Mag 7 stocks are down, semiconductor stocks have rallied, benefiting from the demand for chips.
Investors are exploring new market labels beyond the 'Magnificent 7' to capture the next phase of the AI rally. 'FAB 10' (Frontier AI & Big Tech 10) by Vanda Research includes SpaceX, OpenAI, and Anthropic alongside the original seven. Other labels like 'AI Big 10' and 'MANGOS' also suggest a broadening focus.
SpaceX於6月12日在納斯達克上市，市值飆破2兆美元，超越特斯拉和Meta，引發對美股「7巨頭」稱號是否仍適用的討論。社群平台出現「MANGOS」等新稱號建議，顯示市場對科技巨頭版圖變化的關注。
Options traders are betting the Magnificent 7 tech stocks will rebound this week as Apple, Alphabet, Amazon, Meta, and Microsoft report earnings. The S&P 500 is up 2.4% year-to-date while the Mag-7 has been flat. Calls are trading more expensive than puts in all five reporting names, with Alphabet options implying an unusually large 5.25% move despite the stock averaging only 1% swings in recent quarters.
