MarketPulse

tech underperformance

2 articles
BenzingaBenzinga··Piero Cingari

Magnificent Seven Cracking: Goldman Spots Historic Tech Valuation Opportunity

Goldman Sachs identifies rare tech undervaluation with PEG ratios at 50-year lows amid capex concerns and geopolitical tensions.
NVDAMETAMSFTAMZNGOOG+3Magnificent Sevenvaluation opportunity
BenzingaBenzinga··Erica Kollmann

Microsoft Becomes S&P 500's Biggest Drag as Energy Stocks Lead Rally

Microsoft erases 140.4 basis points from S&P 500 returns in 2026, while energy giants like Exxon Mobil emerge as top performers, shifting market dynamics away from Big Tech.
JNJWMTNVDAMETAMSFT+10market rotationMagnificent 7