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 Waymo Plans Software Recall to Address Bus Incidents