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…Inside AI’s Pick-and-Shovel BoomBig 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 |…European Stocks Start 2026 at Record High; UK FTSE…See also Anthropic Plans Employee Tender Offer at $350 Billion Valuation