NOT FOR REPRINT
Yardeni Ends 15-Year Tech Bet
By
Winnie Hsu
News December 08, 2025 at 11:41 AM
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What You Need To Know
- "We see more competitors coming for the juicy profit margins of the Magnificent 7," the Wall Street research veteran said.
- He also said it no longer makes sense to continue recommending overweighting the information technology and communication services sectors.
- His firm recommends adding to overweights in financials and industrials, and overweighting health care.
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