In different periods of U.S. stock market history, there have always been iconic companies. They not only took up large market share, but also delivered strong stock performance. From the “Nifty Fifty” in the 1960s, to the “Four Horsemen” of the internet era, to the “FAANGs” of the smartphone era, and now the “Magnificent 7.”
Nvidia, Microsoft, Meta, Amazon, Apple, and Tesla together make up about 35% of the S&P 500 market value, and contributed over 70% of its gains since 2023. But since the AI era began, especially from April this year, the performance of these seven companies has started to diverge. Many believe they no longer represent the new AI era, and it is time to find a new group.
New groupings have appeared, such as the “Fab Four” (NVDA, MSFT, META, AMZN), the “Big Six” (Mag 7 minus TSLA), and the “Elite Eight” (Mag 7 plus AVGO). Among rising stars, AMD, Broadcom, and Palantir have drawn the most attention. The CBOE even launched a “Magnificent 10 Index.”
More recently, Oracle has surprised the market, and many think it deserves a stronger place in the AI era. Of course, TSMC, memory chip maker Micron, and many private firms like OpenAI and Anthropic are also strong candidates for future market leaders.
— Add them to your watchlist and wait.
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