Buy Hold Sell: A mega Mag 7 special
About this episode
The episode discusses the performance and future prospects of the world's largest companies, known as the Mag 7, in the context of the AI arms race.
It's fair to say the world's biggest stocks are quietly putting the "magnificent" back in their Mag 7 moniker. Against the backdrop of an ever-escalating AI arms race, the Mag 7 are posting record revenues and record capex, but which ones are well-placed for this brave new world, and which could fall behind? In this bumper Mag 7 special of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Investment Partners and Joseph Ziller from Ziller Funds Management to give big calls on the biggest companies in the world.
More episodes of Buy Hold Sell, by Livewire Markets
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- Buy Hold Sell: 8 winners, losers and best ideas across ASX small-caps
- Buy Hold Sell: Berkshire, Palantir and 3 more founder-led stocks
- Buy Hold Sell: Hot themes, cold calls - 6 thematic ETFs rated
- Buy Hold Sell: 5 durable ASX stocks for uncertain times
- Buy Hold Sell: Making the call on 3 communications stocks (and 2 guest picks)
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