The Mag 7 Just Got a $600B Blue-Wave Surprise

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• Mag 7 Pull Dow Back to Breakeven LineYahoo Finance·19/10, 17:48▼ AAPL▼ AMZN▼ GOOGL▼ METADow JonesMagnificent Seventech stocks
• This Mag 7 Stock Is Worth Watching for the Next 5 Years

  According to 24/7 Wall St., Alphabet (GOOG) has a 12-month price target of $434.49, 26.43% above the $343.65 share price, and the article rates the stock a buy with 70% confidence. The main reasons cited are Google Cloud growth accelerating to 82% and total revenue rising 24.2%, even though shares fell 6.89% on earnings day. Q2 EPS of $9.11 beat a $3.0427 estimate, but the article notes that a $99.03 billion gain on equity securities inflated that figure. Risks include capex of $44.92B that pushed quarterly free cash flow to -$5.86B, long-term debt rising to $98.2B from $46.5B, suspended buybacks, and a stock sale program of up to $40B that could dilute shareholders. The article also cites the $3.5B European Commission fine as a sign of ongoing regulatory risk.

  Yahoo Finance·19/10, 17:30Magnificent Seventech stocksUS
• Tom Lee Says Investors Should Be ‘Jumping Into’ AI, Semiconductor, Mag 7 Stocks Amid Sell-Off

  Bitmine chairman Tom Lee said Monday that the recent AI stock sell-off could create opportunities, even as concerns grow over geopolitical tensions and funding for AI infrastructure. Citing brokerage reports, he said hedge funds' AI positioning has been almost entirely unwound, which he sees as a key driver of the selling. Chip and software stocks rebounded Monday, with SanDisk up nearly 8% and Intel up around 4.7% after JPMorgan upgraded it to 'Neutral' from 'Underweight'. Goldman Sachs upgraded CoreWeave to 'Buy' from 'Neutral' but cut its price target to $106 from $139, while Bernstein raised its Datadog target to $350 from $237. Meanwhile, the Roundhill Memory ETF (DRAM) has fallen 25.1% this month, and the VanEck Semiconductor ETF (SMH) is down 12.6%.

  Yahoo Finance·19/10, 14:35▲ NVDA▲ QQQAI investmentsemiconductorsTom Lee
• This is the Cheapest Mag 7 Stock Right Now

  A Zacks Value Investor podcast, featuring editor Tracey Ryniec, compares valuations across the Magnificent 7 stocks. Tesla is described as the most expensive on a forward P/E basis at 215, and with shares down 22% year-to-date it is the worst performer in the group; Zacks ranks it #4 (Sell) ahead of its upcoming earnings report. Apple trades at a forward P/E of 36 and a price-to-sales ratio of 10.7, a historically high valuation, yet its shares are up 26% year-to-date at record highs, the best in the group. Amazon is up 8% year-to-date versus 11.8% for the S&P 500, with earnings expected to rise 81.6% in 2026 and a forward P/E of just 19.6, which the podcast says is the lowest Amazon has traded at on a P/E basis historically.

  Yahoo Finance·16/10, 21:07valuationMagnificent SevenTesla
• The Mag 7 Stocks Are Worth $25 Trillion. They’re Holding the Market Together.Yahoo Finance·13/10, 15:53• QQQ• SPYMagnificent Seventech stocksS&P 500
• State Street Consumer Discretionary (XLY) Sells Amazon and Tesla on Oct. 30

  State Street Consumer Discretionary Select Sector SPDR ETF (XLY) was the only ETF selling on Friday, Oct. 30, with no funds buying. Its $184.7 million in gross trades were all sales, producing a net outflow of the same amount, and it decreased all 47 of its holdings without increasing any. Its largest sale was Amazon (AMZN), with $39.4 million worth of shares, which still accounts for 21.33% of assets, followed by Tesla (TSLA) at $34.7 million, Home Depot (HD) at $10.1 million, McDonald's (MCD) at $8.2 million and TJX (TJX) at $7.5 million. The fund has $22.40 billion in assets.

  Yahoo Finance·03/11, 11:05ETFcapital flowsAMZN

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• Erdene Announces Q3 2026 Results

  Erdene reported operating and financial results for Q3 and the nine months ended September 30, 2026. The Bayan Khundii Gold Mine, operated by joint venture Erdene Mongol LLC with Mongolian Mining Corporation, produced and sold 11,853 ounces of gold for US$51M in gross revenue, and the company recorded net income of $9.6 million for the quarter; the joint venture repaid US$30 million of project debt. A 16,500 metre drill program was launched across the Khundii Minerals District to test gold, copper and molybdenum targets, and after quarter end the preliminary economic assessment for the Zuun Mod molybdenum-copper project was delivered. The PEA reports an after-tax NPV8% of US$745 million and 16.1% IRR at long-term prices of US$25.00/lb molybdenum and US$5.00/lb copper, with a 34-year mine life.

  Yahoo Finance·04/11, 22:15goldminingearnings
• Cramer: What must happen for Home Depot to keep its 25% monthlong rally going

  Home Depot shares rose 6.5% on Wednesday, turning the stock positive year to date, as housing stocks rallied on hopes that the Democratic sweep could ease affordability pressures. The stock has gained more than 25% since the 10-year Treasury yield hit a two-decade high above 5.3% on Oct. 5, and is on pace for five straight positive weeks. The 30-year fixed mortgage rate rose to 7.5% in the week of Oct. 14, a level that has kept a lid on housing activity. The author says the rally needs lower rates or a stronger do-it-yourself market to continue, and Jim Cramer believes the election could bring tariff relief.

  CNBC·04/11, 22:13Home Depothousinginterest rates
• Stock Market Today, Nov. 4: Amazon Jumps 6% From New Perspective on AWS Growth and AI Strategy Following Election Results

  Amazon (AMZN) rose 6.12% to close at $266.03 after investors reassessed last week's earnings report following the midterm elections. Trading volume reached 92.8 million shares, about 142% above the three-month average of 38.3 million shares. Goldman Sachs said the election results are unlikely to change the federal outlook for data centers, but Democratic wins at the state and local levels could lead to short-term data center moratoria affecting about 45% of planned U.S. data center capacity expansion. The article argues that these restrictions could push more business toward large hyperscalers like Amazon, and AWS sales grew 39% to $46 billion in the third quarter.

  Yahoo Finance·04/11, 22:13▲ AMZNAMZNcloud computingdata centers
• Snap Stock Falls on Earnings. Its Smart Glasses Offer No Quick Fix.

  Snap reported revenue of $1.72 billion, below analyst estimates of $1.73 billion. The results prompted a sharp drop in the share price.

  Yahoo Finance·04/11, 22:11Snapearningssmart glasses
• Stock Market Today, Nov. 4: Dow Surges 3% in Biggest Post-Midterm Rally in 44 Years

  The Dow Jones Industrial Average rose 3.03% to 53,356, its best post-midterm performance in 44 years, while the S&P 500 gained 1.59% to 7,689 and the Nasdaq Composite rose 1.44% to 25,737 as election uncertainty faded. Gold climbed 3.38% to $4,073.70, and the 10-year Treasury yield fell about 6 basis points to 4.89%. McDonald's rose 6.53% after upbeat quarterly earnings, while Trump Media & Technology Group (DJT) plunged nearly 17% following the midterm results. The article notes that stocks have often performed well after midterm elections, and a divided Congress could limit major changes to fiscal and regulatory policy. Still, persistent inflation, concerns over AI infrastructure spending, and uncertainty about Federal Reserve policy remain important risks.

  Yahoo Finance·04/11, 22:10▲ SPY▲ QQQSPYQQQDow Jones
• B2Gold Reports Q3 2026 Results - Lowers Annual All-In Sustaining Cost Guidance and Remains On-Track to Achieve Production Guidance

  B2Gold reported Q3 2026 revenue of $836 million from 195,018 ounces of gold sold at an average realized price of $4,289 per ounce, with production of 193,321 ounces. Operating cash flow was $239 million and free cash flow was $48 million, the first quarter after the prepaid gold sales contracts were completed in June 2026. All-in sustaining costs (AISC) came to $2,602 per ounce, and the company lowered its 2026 AISC guidance to $2,230–$2,410 per ounce from $2,370–$2,550 per ounce. EPS was $0.31 and adjusted EPS was $0.14, with EPS including a $253 million impairment reversal for Fekola; the company returned $59 million to shareholders through dividends and buybacks. The article also notes that the Menankoto exploitation permit was granted by Mali and that the company remains on track to meet its full-year 2026 production guidance.

  Yahoo Finance·04/11, 22:06B2Goldgoldmining