Predicting 2026: Will the Magnificent 7 tech stocks continue to diverge?

Predicting 2026: Will the Magnificent 7 tech stocks continue to diverge?

Financial Times columnist Gillian Tett predicted that the Magnificent 7 tech stocks were not going to fall, but they wouldn’t ride a lot higher either in 2025. What actually happened was a bit of a mixed bag, and Gillian says that sets these companies up for diverging paths in 2026. The era of an artificial intelligence tide lifting all boats seems to be drawing to an end.


Mentioned in this podcast:

Forecasting the World in 2025

Forecasting the world in 2026


Note: The FT does not use generative AI to voice its podcasts


Today’s FT News Briefing was hosted by Sonja Hutson, and produced by Victoria Craig and Marc Filippino. Our show was mixed by Kent Militzer. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music.


Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2133)

Biden’s departing gift to Ukraine

Biden’s departing gift to Ukraine

US stocks dropped for the second straight trading session, the Biden administration said it will unleash almost $6bn in additional aid to Ukraine, and South Korea plans to inspect all B737-800 Boeing ...

31 Des 202412min

Should banks foot the bill for cyber scams?

Should banks foot the bill for cyber scams?

Defaults on US credit card loans have hit the highest level since the wake of the 2008 financial crisis, and as payment fraud rises, banks and tech companies disagree on who should cover consumer loss...

30 Des 202411min

Swamp Notes: Listener mailbag, the election and 2025

Swamp Notes: Listener mailbag, the election and 2025

Are the Democrats doomed? Which world leaders are happiest to see Trump back in the White House? And why are investors flooding into American stocks? The FT’s US managing editor Peter Spiegel and glob...

21 Des 202414min

Why Microsoft needs nuclear energy

Why Microsoft needs nuclear energy

A number of cryptocurrency-focused hedge funds are outpacing their rivals, the Bank of England holds interest rates at 4.75 per cent, and Microsoft has partnered with a utility company to restart a co...

20 Des 202410min

What 2024 taught central bankers

What 2024 taught central bankers

The Federal Reserve cuts interest rates by a quarter-point but signals a slower pace of easing, and we look back at what central banks learned in 2024. The US Supreme Court says it will hear TikTok’s ...

19 Des 202410min

Javier Milei scores Argentina economy win

Javier Milei scores Argentina economy win

Argentina emerged from a severe recession in the third quarter, Microsoft buys twice as many of Nvidia’s chips as any of its largest rivals, KPMG narrows the gap with the other Big Four firms, and Hua...

18 Des 20249min

AI investors look beyond chips

AI investors look beyond chips

Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Sy...

17 Des 202411min

Arm and Qualcomm head to court

Arm and Qualcomm head to court

Germany’s Olaf Scholz is expected to lose a confidence vote in parliament on Monday, and Arm and Qualcomm’s bitter legal feud over chip design licensing is heading to trial. The London Stock Exchange ...

16 Des 202411min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
forklart
popradet
fotballpodden-2
stopp-verden
nokon-ma-ga
rss-espen-lee-usensurert
rss-gukild-johaug
det-store-bildet
dine-penger-pengeradet
lydartikler-fra-aftenposten
hanna-de-heldige
rss-ness
aftenbla-bla
rss-dannet-uten-piano
chit-chat-med-helle
rss-penger-polser-og-politikk
rss-utenrikskomiteen-med-bogen-og-grasvik