Magnificent 7
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Two ETF CEOs Spot a Pivotal Market Shift
U.S. equity markets are rotating away from AI‑centric mega‑caps toward broader, value‑oriented sectors as liquidity returns and the Fed prepares further rate cuts. Analysts note strong six‑month gains in emerging‑market (EEM) and industrial (XLI) ETFs, viewing them as hedges against overpriced “Magnificent 7” stocks. Both Astoria Portfolio Advisors’ CEO John Davi and LionShares’ CEO Sophia Massie stress diversification, lower‑beta assets and risk‑parity weighting, while acknowledging AI’s long‑term upside but warning that many pure‑play AI firms lack clear profitability paths.
