Wall Street Moves Beyond Magnificent Seven to MANGOS and Big-10 ETFs

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Wall Street is shifting focus from the Magnificent Seven to new stock groupings like MANGOS and BofA's AI Big 10 as the AI-driven rally broadens. The Magnificent Seven ETF MAGS has gained only 0.1% this year, while the Nasdaq-100 ETF QQQ has jumped about 20.8%, reflecting diverging performance within the original group. New clusters include MANGOS, comprising Meta, Anthropic, NVIDIA, Google, OpenAI and SpaceX, and FAB 10, which adds SpaceX, OpenAI and Anthropic to the Magnificent Seven. BofA's AI Big 10 supplements the Magnificent Seven with semiconductor leaders Broadcom, AMD and Micron, highlighting the expanding AI ecosystem. ETFs tied to these themes include the VanEck Semiconductor ETF SMH, up 76.8% this year, and pre-IPO exposure funds like the iShares A.I. Innovation & Tech Active ETF BAI.

Impact on stocks 11

Artificial Intelligence · 7 stocks
Spatial Computing / AR/VR · 1 stocks
Semiconductors · 1 stocks
Electrification & Mobility · 1 stocks

Off-coverage companies 2

AnthropicPrivate± Mixed
relevance

OpenAIPrivate± Mixed
relevance