Why Wall Street May Be Too Bearish On The Mag-7

Has Wall Street become too bearish on America's biggest cash machines? Hedge funds have cut exposure aggressively, dealers are short gamma, and expectations have been reset just as earnings season begins. Here's why the pain trade may be higher.


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Futures Slide Ahead Of Google Earnings As Brent Surges Above $95

“Alphabet isn’t just reporting earnings, it’s reporting on the health of the entire AI investment cycle. If management sounds any less committed to AI investment, the market won’t just punish Google, it will question the durability of the AI buildout more broadly...”