Mag 7

Latest news and analysis on Mag 7

Equities

The AI data centre boom: AI hyperscalers have hyperscaled demands for key resources

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.
BHP
RIO
+3
Mark Gardner
MPC Markets
Macro

Australia offers “US multiples for European growth”, says Gerard Minack

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now
Tom Stelzer
Livewire Markets
Equities

Forget the Mag 7: How you can find quality stocks elsewhere

What you need to find the best global equity opportunities outside the mega-stocks, according to JPMorgan, Aikya and American Century.
Tom Stelzer
Livewire Markets
Education

Six charts catching our eye

There’s a lot happening in global markets just two months into the new year. Trump’s tariffs, DeepSeek, European defence spending and Bitcoin all headline a shifting...
+5
Hugh Lam
Betashares
Equities

Big tech’s ‘Agentic AI’ gamble: can massive spending deliver?

Tech giants are pouring billions into AI infrastructure. Is Agentic AI the innovation that justifies the investment — or a risky bet?
+1
Charles Ormond
Fat Tail Investment Research
Equities

Why this could be as good as it gets for big tech

Things are looking fragile for the big names, is the golden age of big tech behind us?
Charles Ormond
Fat Tail Investment Research
Equities

Where will capital flow after the Magnificent Seven party ends?

In July/August 2007 the ASX 200 plunged 12%. Bear Stearns had just liquidated two of its hedge funds. They had exposure to ‘collateralised debt obligations’. The...
Greg Canavan
Fat Tail Investment Research
7