The view of Wall Street is not only from the economy on the US EXHIBITION – it is about the EU

This year The stock market sells the market It has been dramatic, but at the same time there are almost all of the same characters The largest market violations We’ve seen in the last two years.

Both above and now tale.

Shares of NVIDIA during the market route on Monday (Nvda), Tesla (Tsla), Alphabet (Goog, Googl), Amazon (Amzn), Meta (Meta), Apples (Aapl) and Microsoft (Msft) All 15% fell to cause losses with Tesla.

The so-called “magnificent seven” technological stock marks the latest sign of the S & P 500 to make 20% profit in the past two years Now T. Rowe Price Science and Technology Portfolio Manager I’ve been “LAG Seven” according to Tony Wang.

Regardless of the shares to go up or down these days, it all seems, all is a great AI trade.

Currently, it does not seem like a market to bet on the future AI growth of investors, especially the Great Growth with the Generate S & P 500 (^ GSPC) enters the question.

“S & P 500’s advanced progress, the main column of this bull market,” Truist co-chair investment officer Keith Lerner, which reduces the weight of neutral portfolio, noted the customer in the note on March 4.

Run this Bull market, there is a great tech Serves as a basic profit driver, Helps to help grow the total profit for S & P 500. Non-tech companies have struggled. Sometimes it helped to play this sector Flight to safety for trading between the market uncertainty.

But now like Wang notes, only some of these companies encounter the skepticism of these companies, and at the same time “(savings) results turn into more things.”

“And if we look forward, they will most likely not be accelerated,” he said.

Macro background with Concerns related to Trump’s tariff policy both interest rates and dollarsThis is also a problem for shares.

“High degrees and a stronger dollar, as well as a stronger dollar, as well as the AI ​​Capex, as well as the arguments around AI,” said Morgan Stanley General Investment Officer Mike Wilson wrote customers on Sunday.

“As a result, we saw a very neat index performance with S & P 500.”

Sectors with all magnificent seven technological reserves – Information Technology (Xlar), Consumer authority (Xly) and communication services (Xlc) – were the worst performers on Monday.