Yardeni Pivots to Underweight on Mag 7 After 15-Year Tech Bet Yardeni Research now recommends effectively going underweight the Magnificent Seven megacap technology stocks versus the rest of the S&P 500, expecting a shift in earnings growth ahead. Related Posts:China AI Rally Laggard Baidu Faces Low Bar for…Big Tech’s Big Earnings Week | Bloomberg Tech 8/1/2025China Tech Stocks Surge to 2021 Level as Investors Bet on AIUS Pulls TSMC China Waiver, Tech Stocks Fall |…Big Tech Earnings Strength Is Bright Light in Murky…US Stocks Pare Losses on Shutdown Hope as Weekly Win…See also Australian PM Vows to Hold Social Media to Account as Ban Nears