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As the AI shopping race heats up, Amazon is retiring Rufus and transforming Alexa into a full-scale AI commerce agent, signaling a major strategic shift toward agentic commerce.
We’ve talked a lot about how the enthusiasm for chip stocks has hit levels only paralleled by the heady days of the dot-com bubble. Here’s another example. The PHLX Semiconductor Index, or SOX, is up nearly 56% in the past six weeks, on pace for its best six-week performance since one that ended on March 10, 2000, according to Dow Jones Market Data.
The blue-chip index was up just 11 points, or essentially flat, in Friday trading, compared to a 1.3% gain for the Nasdaq. The Dow only includes 30 stocks, has a higher weighting toward financials and industrials and a lower weighting toward tech, and only weighs individual members by stock price rather than market cap. Case in point: The iShares Semiconductor ETF is up 3.9% and the Roundhill Magnificent Seven ETF is up 1.1%.
In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls the "Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy.
Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness
Earnings for State Street Technology Select Sector SPDR members are expected to be up 43% this year from last and rise another 24% in 2027.
The stock market was gaining steam as a chip stock rally overcame some Mag 7 woes. The Nasdaq was up 0.9%. The S&P 500 was up 1%. The Dow was up 822 points, or 1.7%. The Roundhill Magnificent Seven ETF was still down 1%, but the iShares Semiconductor ETF surged 2.
The S&P rose 0.1% to top last week’s record close. The Nasdaq, which also ended the past week at a record, rose 0.2%. With five of the Magnificent Seven stocks set to report results later in the week, Wall Street was adding exposure to those stocks and not much else.
The S&P 500 was rising with a wave of Magnificent Seven stocks set to report results this week. The Roundhill Magnificent Seven ETF was up 0.9% on a day when the S&P 500 was up 0.1%. The Invesco S&P 500 Equal Weight ETF, which weighs every S&P 500 stock the same, was flat.