The rise of the "Magnificent Siete", which represents about a quarter of the world's equities and about a third of the S&P 500, has driven high-growth technological actions far ahead of the most defensive ones. The latest example is given by the global memory chip sector, which is undergoing an unprecedented transformation today, as the relentless demand stemming from the development of the AI is leading to a historical revaluation of the semico…
The rise of the "Magnificent Siete", which represents about a quarter of the world's equities and about a third of the S&P 500, has driven high-growth technological actions far ahead of the most defensive ones. The latest example is given by the global memory chip sector, which is undergoing an unprecedented transformation today, as the relentless demand stemming from the development of the AI is leading to a historical revaluation of the semico…