Time To Trim Big Tech? This Analyst Says Reducing 'Mag 7' Exposure Is Now 'Prudent'

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First, the significant capital expenditure on AI infrastructure by these companies.“There is no question either way that the high capital spending will continue to come under increasing scrutiny until investors can better understand the return on today's massive investments,” cautioned ...

The CEO of Trivariate Research, Adam Parker, recommended investors reduce their exposure to the “Magnificent Seven” stocks amid high valuation and related risks.

Today, our views have evolved to the point where we are changing our mind and believe lowering exposure is prudent,” stated Parker in a research note on Saturday.

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Author / Journalist: Namrata Sen

Category: Technology

Markets: United States

Topics: US5949181045 Equities MSFT AMZN Markets NVDA Benzinga TSLA US38259P5089 US67066G1040 AAPL Analyst Ratings US88160R1014 US38259P7069 META GOOGL Tech GOOG News US0231351067 US0378331005

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-02-12 @ 12:19:14 (13 hours ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 474 words

Reading Time: 3 minutes read

Sentences: 21 lines

Sentence Length: 23 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © Benzinga

News ID: 26103424

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