Latest news with #MAGS
Yahoo
13-05-2025
- Business
- Yahoo
Tap Mag-7 ETFs on Temporary US-China Trade Truce
The group of tech giants — Apple AAPL, Amazon AMZN, Microsoft MSFT, NVIDIA NVDA, Tesla TSLA, Alphabet GOOGL and Meta META — known as the "Magnificent Seven" has been battered by the tariff turmoil. Roundhill Magnificent Seven ETF MAGS has lost 6.4% so far this year (as of May 12, 2025) against a loss of 0.3% seen in the SPDR S&P 500 ETF Trust SPY. The latest U.S.-China temporary trade truce came as a surprising relief to the space. Responding to the trade deal, MAGS ETF surged 5.8% on May 12. The ETF has, in fact, surged 12.9% over the past month. The recent rebound follows a rough period for Big Tech after President Donald Trump announced a "reciprocal tariff" plan on April 2, which wiped out $2 trillion in cumulative market cap from the Magnificent Seven. Amazon and Meta Platforms spearheaded a significant rally among the "Magnificent Seven" tech stocks on May 12 afternoon, following the announcement of a temporary trade truce between the United States and China. Amazon surged 8.1% and Meta climbed 7.9% on May 12. Tesla gained 6.8%, pushing its market cap above $1 trillion. Apple rose 6.3%. NVIDIA jumped 5.4%. Google shares increased 3.4%. Microsoft added 2.4%. The United States agreed to temporarily lower tariffs on Chinese imports. The United States cut tariffs on Chinese goods from 145% to 30%, while China lowered American levies from 125% to 10%. These reductions will last 90 days, following two days of high-stakes talks between the two nations. The new tariffs on small packages sent from China worth up to $800 have been cut from 120% to 54%, according to a White House statement. The trade development is highly optimistic for tech stocks, particularly due to the easing of supply-chain concerns. Along with Apple, Tesla is also heavily dependent on Chinese parts and battery suppliers. No wonder, both shares surged. Moreover, Tesla is expected to debut its self-driving Taxi in June. Amazon: 30% of product value on its platform comes from China; Chinese advertisers made up 14% of ad revenues in 2024, per Raymond James, as quoted on Yahoo Finance. Meta: Chinese advertisers contributed roughly 11% of total ad spending, Raymon James noted. Google: Chinese advertisers accounted for about 6% of ad revenues, Raymon James indicated. Apple: 90% of iPhones are manufactured in China, representing 17% of 2024 revenues. NVIDIA: Chinese clients make up between 20% and 40% of the company's end customer base, according to DA Davidson analyst Gil Luria, as quoted on Yahoo Finance. Despite the temporary truce, the United States has imposed export bans on NVIDIA's H20 AI chips to China, which has pressured NVDA shares. Hence, many are of the view that the phase of group-wide Mag-7 rallies appears to be over, replaced by a more scrutinized stock selection. However, no one still underrates the opportunities in the Mag-7 group. And if you want to go for group-wide picks, you have options like MAGS, Vanguard Mega Cap Growth ETF MGK, Invesco S&P 500 Top 50 ETF XLG and iShares S&P 100 ETF OEF to play on. Meta-heavy ETFs likeFidelity MSCI Communication Services Index ETF FCOM can be played for specific stock preference. Consumer Discretionary Select Sector SPDR Fund XLY invests about 35% of its basket in Amazon and Tesla. While tensions are still present around chip restrictions (H20/NVDA), the stock cannot be ignored due to continued chip demand. So, keep a close look at the NVDA-heavy Strive U.S. Semiconductor ETF SHOC. And if you like the resilience in MSFT shares and the recent rebound in the Apple stock, you can tap iShares Global Tech ETF IXN. The ETF also invests about 35% of its portfolio in the the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report SPDR S&P 500 ETF (SPY): ETF Research Reports Alphabet Inc. (GOOGL) : Free Stock Analysis Report Consumer Discretionary Select Sector SPDR ETF (XLY): ETF Research Reports Fidelity MSCI Communication Services Index ETF (FCOM): ETF Research Reports Invesco S&P 500 Top 50 ETF (XLG): ETF Research Reports iShares Global Tech ETF (IXN): ETF Research Reports Vanguard Mega Cap Growth ETF (MGK): ETF Research Reports iShares S&P 100 ETF (OEF): ETF Research Reports Meta Platforms, Inc. (META) : Free Stock Analysis Report Strive U.S. Semiconductor ETF (SHOC): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Upturn
12-05-2025
- Business
- Business Upturn
Magnificent Seven stocks rally as US-China tariff truce sparks tech surge; Amazon leads with 7% jump
By Aditya Bhagchandani Published on May 12, 2025, 19:53 IST The Magnificent Seven tech stocks—Apple, Microsoft, Amazon, Nvidia, Alphabet (Google), Meta, and Tesla—rallied sharply on Monday as global investors cheered a temporary easing in US-China trade tensions. Following the announcement of a 90-day suspension of steep reciprocal tariffs, the Roundhill Magnificent Seven ETF (MAGS) jumped over 6% in premarket trading, signaling strong optimism across tech giants. According to a sector heatmap, here's how the Mag 7 stocks performed post-announcement: Amazon (AMZN) : +7.01% Tesla (TSLA) : +5.58% Meta (META) : +5.48% Apple (AAPL) : +4.52% Nvidia (NVDA) : +4.19% Google (GOOGL) : +3.2% Microsoft (MSFT): +0.76% Investors appear to be pricing in stronger revenue prospects for these companies, many of which have been battered by prolonged geopolitical uncertainty and supply chain constraints. The tech-heavy Nasdaq also surged 3.8%, leading broader market gains after the announcement. eToro global markets analyst Lale Akoner told Yahoo Finance that the continued monetization of AI investments and upward revisions in capex guidance among several of these firms is adding to the bullish momentum. Under the new deal, US tariffs on Chinese goods will drop from 145% to 30%, while China is also cutting duties on US imports to 10% from 125%. However, a separate 20% tariff related to fentanyl concerns will remain intact. With tech stocks back in favor and earnings season still in swing, all eyes are now on inflation prints later this week to determine whether this rally has more room to run. Aditya Bhagchandani serves as the Senior Editor and Writer at Business Upturn, where he leads coverage across the Business, Finance, Corporate, and Stock Market segments. With a keen eye for detail and a commitment to journalistic integrity, he not only contributes insightful articles but also oversees editorial direction for the reporting team.
Yahoo
05-05-2025
- Business
- Yahoo
XMPro MAGS 1.5: Agentic AI for Industry with MCP & A2A Integration
Bringing Anthropic's MCP and Google's A2A into the factory — with industrial-grade governance and safety boundaries DALLAS, May 05, 2025 (GLOBE NEWSWIRE) -- XMPro today announced the release of Multi-Agent Generative System (MAGS) version 1.5, introducing an advanced trust architecture for industrial AI that establishes new standards for reliability, security, and cross-domain collaboration. The update features evidence-based confidence scoring, multi-method consensus decision-making, standardized agent-to-agent communication, and seamless AI integration through Model Context Protocol (MCP). The new capabilities directly address the critical challenges industrial organizations face when deploying AI systems in environments where reliability, safety, and performance are non-negotiable requirements. Learn more at Watch Introductory Demo here → XMPro's Collaborative AI Agent Teams For Industrial Operations Watch the Deep Dive Demo here → Collaborative AI Agent Teams for Autonomous Industrial Operations Agent-to-Agent (A2A) Communication Protocol XMPro MAGS v1.5 implements Google's Agent-to-Agent (A2A) protocol as a communication framework that transforms how AI agents interact across organizational boundaries. A2A establishes a common language for AI agents from different providers to communicate while respecting different trust requirements. "The A2A protocol integration bridges the traditional divide between operational technology and information technology," said Gavin Green, VP of Strategic Solutions at XMPro. "Organizations can now maintain high-trust standards for industrial systems while enabling controlled collaboration with business domains that may operate under different requirements." XMPro's implementation uses a layered approach: A2A DataStream Connector: Enables no-code configuration of agent communication, maintaining XMPro's visual approach to agent design Protocol Bridge: Translates between XMPro's existing MQTT/OPC US/DDS/Kafka-based communication and A2A's JSON-RPC format Agent Card Capabilities: Each agent exposes its capabilities through a digital identity that describes what it can do and how to authenticate with it "What distinguishes industrial AI from general business applications is the need for absolute trust in automated systems that can affect physical operations," said Pieter van Schalkwyk, CEO at XMPro. "With XMPro MAGS 1.5, we've created a comprehensive trust architecture that gives industrial organizations the confidence to deploy AI at scale, while maintaining appropriate boundaries between operational and business domains." Evidence-Based Confidence Scoring MAGS 1.5 introduces a sophisticated confidence assessment framework that evaluates agent observations, reflections, plans, and actions using five key dimensions, including evidence strength, consistency analysis, reasoning quality assessment, uncertainty quantification and stability measurement. The system combines these factors using configurable weights to produce normalized confidence scores categorized into various confidence levels, allowing organizations to set appropriate thresholds for different types of decisions based on criticality. Multi-Method Consensus Decision-Making MAGS 1.5 introduces an advanced consensus framework that enables agent teams to make better decisions together. This system combines: Collaborative Iteration: Agents work through structured rounds of proposal and conflict resolution rather than simple voting Intelligent Conflict Detection: Automatically identifies resource contentions and interdependencies between agent plans Adaptive Protocols: Dynamically selects appropriate decision methods based on situation complexity Expertise Weighting: Gives greater influence to agents with relevant domain expertise Confidence Integration: Adjusts validation requirements based on confidence scores Smart Escalation: Routes low-confidence decisions to humans with comprehensive context Complete Traceability: Captures all proposals, conflicts, and justifications for audit purposes This system reduces decision bottlenecks, improves plan quality, and creates the right balance between agent autonomy and human oversight—enabling teams to tackle complex challenges with greater reliability and transparency. Model Context Protocol (MCP) Integration MAGS 1.5 incorporates the Model Context Protocol (MCP) developed by Anthropic as a standardized access layer for AI models to interact with external data sources and tools. In industrial settings, MCP functions as a "translator" that allows AI models to effectively leverage contextual data through three key capabilities including tools, resources and prompts. XMPro has implemented MCP Action Agents as DataStream connectors, enabling direct integration of MCP-compliant tools within real-time data processing workflows. Control and Governance at Scale Underlying these advancements is XMPro's architectural approach that uses DataStreams as control envelopes for AI agents. This creates a fundamental separation between agent reasoning and action execution, establishing safety boundaries that don't depend on perfect agent behavior. "In industrial environments, you can't rely solely on an agent's internal constraints," explained van Schalkwyk. "Our approach allows organizations to deploy sophisticated AI capabilities while maintaining rigorous control over what actions can be executed in their operational environments." AI agents in the XMPro MAGS framework can observe data, reflect on patterns, and develop action plans, but they cannot directly execute these actions. Instead, all proposed actions must pass through DataStream control mechanisms that evaluate them against predefined rules and constraints. This separation ensures safety isn't compromised even if an agent's reasoning produces inappropriate recommendations. Strategic Benefits of the Trust Architecture The comprehensive trust architecture in MAGS 1.5 delivers significant strategic benefits for industrial organizations: OT/IT Integration: The longstanding challenge of bridging operational technology and information technology is addressed by enabling a heterogeneous but interoperable ecosystem where each domain maintains its appropriate level of rigor. Organizational Coherence Without Compromise: Different parts of the enterprise can work in concert while respecting their distinct trust requirements, eliminating the need to force a single standard across domains with different reliability needs. Selective Trust Boundary Control: Industrial organizations can maintain high-trust operational systems while selectively exposing capabilities to business functions through well-defined interfaces. Human-AI Collaboration Model: The system identifies when human review is needed, creating an effective collaboration framework where humans remain in control of critical decisions. Future-Proofing Across Domains: As the AI agent landscape evolves toward specialization, the standards-based approach positions XMPro MAGS to participate in broader agent ecosystems while maintaining industrial-grade & Reasoning Diagram – XMPro Collaborative AI Agent Teams For Autonomous Industrial Operations Building on Successful Hannover Messe 2025 Showcase Earlier this month, XMPro successfully showcased its MAGS framework at Hannover Messe 2025 as part of an integrated demonstration with Dell Technologies. The well-received demonstration highlighted how collaborative AI agent teams can address complex industrial challenges without requiring extensive data science expertise or specialized IT infrastructure. Availability MAGS version 1.5 is available immediately for existing customers and will be available to new customers starting May 15, 2025. For more information, visit or contact sales@ About XMPro helps industrial companies rapidly build intelligent operations solutions using composable AI, digital twins, and real-time data streams. Our platform enables collaborative AI agent teams to monitor, reason, and act—turning complex data into actionable intelligence. Learn more at A photo accompanying this announcement is available at
Yahoo
28-04-2025
- Business
- Yahoo
Wedbush: AI Deals Insulate Tech from Tariffs
Robust cloud spending among the Magnificent Seven hyperscalers will outpace U.S.-China tariff jitters this week, Wedbush said ahead of earnings from Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Apple (NASDAQ:AAPL). Warning! GuruFocus has detected 1 Warning Sign with MSFT. Robust cloud spending for the hyperscalers, a rebound in digital advertising and the AI Revolution strength is good news for tech investors, analyst Daniel Ives wrote in a note, adding that investors should remain confidence boosters rather than fear the tariff backdrop. With many IT budgets set before tariffs hit, Ives sees AI deals and capex already locked in. He estimates 15% of overall IT budgets are now AI-focused and thus protected, while lower-priority spend faces delay. Wedbush expects Microsoft and Amazon to post strong cloud numbers and forward guidance signaling continued AI demand. Apple, Meta, Amazon and Microsoft remain core holdings, despite tariff uncertainty. On near-term earnings variability, Wedbush's base case assumes 202526 demand and costs trim results by roughly 10%, rising to a 15%20% hit in a worst-case tariff standoff, or a modest 2%5% drag if negotiations ease by summer. Over the past five trading days through April 28, the Roundhill Magnificent Seven ETF (MAGS) returned +4.0%. MAGS surged early in the week, peaking around +6.3% mid-week before giving back some gains by Friday. Invesco QQQ Trust (NASDAQ:QQQ) posted +2.8%, cresting near +4.1%, while the SPDR S&P 500 ETF Trust (SPY) lagged at +2.0% with the least volatility. Microsoft and Meta report Wednesday after the bell; Amazon and Apple follow Thursday post-market. This article first appeared on GuruFocus.
Yahoo
23-04-2025
- Business
- Yahoo
Roundhill Investments Launches Magnificent Seven Covered Call ETF (MAGY)
MAGY launch expands the firm's Magnificent Seven ETF lineup, which currently has over $1.7 billion in AUM.1 NEW YORK, April 23, 2025 /PRNewswire/ -- Roundhill Investments, an ETF sponsor focused on innovative financial products, is excited to announce the launch of the Roundhill Magnificent Seven Covered Call ETF (MAGY), which begins trading on Cboe BZX today. MAGY seeks to provide current income on a weekly basis by employing a covered call strategy on the Magnificent Seven, a group of stocks that collectively represent roughly 29% of the S&P 500.2 MAGY implements a traditional covered call strategy by purchasing shares of the Roundhill Magnificent Seven ETF (MAGS) and writing calls against its MAGS holdings. "While the Magnificent Seven stocks have become synonymous with global tech leadership," said Dave Mazza, CEO of Roundhill Investments, "they have recently faced headwinds as markets have sold off sharply. MAGY seeks to deliver both participation in these dynamic companies while reducing volatility and capturing weekly option premium income for investors." Following today's launch, Roundhill offers Magnificent Seven exposure for all types of market participants. The Roundhill Magnificent Seven ETF (MAGS) offers growth-focused investors equal-weight exposure to the Magnificent Seven. The Roundhill Daily 2x Long Magnificent Seven ETF (MAGX) provides traders with amplified daily exposure to the Magnificent Seven. The Roundhill Magnificent Seven Covered Call ETF (MAGY) seeks to provide weekly distributions for income-oriented investors by writing calls on the Magnificent Seven. For more information on MAGY, please visit: 1 Source: Bloomberg as of 4/21/2025.2 Source: Bloomberg as of 4/21/2025. The Fund currently expects, but does not guarantee, to make distributions on a weekly basis. These distributions may exceed the Fund's income and gains for the Fund's taxable year. Distributions in excess of the Fund's current and accumulated earnings and profits will be treated as a return of capital. Distributions rates caused by unusually favorable market conditions may not be sustainable. Such conditions may not continue to exist and there should be no expectation that this performance may be repeated in the future. Please see the Supplemental Tax Information section of the webpage for more information on the distribution composition including the estimated return of capital. About Roundhill InvestmentsFounded in 2018, Roundhill Investments is an SEC-registered investment advisor focused on innovative exchange-traded funds. Roundhill's suite of ETFs offers distinct and differentiated exposures across thematic equity, options income, and trading vehicles. Roundhill offers a depth of ETF knowledge and experience, as the team has collectively launched more than 100+ ETFs including several first-to-market products. To learn more about the company, please visit Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about Roundhill ETFs, please call 1-855-561-5728 or visit the website at Read the prospectus or summary prospectus carefully before investing. Covered Call Strategy Risk. A covered call strategy involves writing (selling) covered call options in return for the receipt of premiums. The seller of the option gives up the opportunity to benefit from value increases in the MAGS ETF above the strike price of the sold call options, but continues to bear the risk of the MAGS ETF price declines. The premiums received from the options may not be sufficient to offset any losses sustained from MAGS ETF price declines. Exchanges may suspend the trading of options during periods of abnormal market volatility. Suspension of trading may mean that an option seller is unable to sell options at a time that may be desirable or advantageous to do so. Active Management Risk. The Fund is actively-managed and its performance reflects investment decisions that the Adviser and/or Sub-Adviser makes for the Fund. Such judgments about the Fund's investments may prove to be incorrect. If the investments selected and the strategies employed by the Fund fail to produce the intended results, the Fund could underperform as compared to other funds with similar investment objectives and/or strategies, or could have negative returns. FLEX Options Risk. Trading FLEX Options involves risks different from, or possibly greater than, the risks associated with investing directly in securities. The Fund may experience losses from specific FLEX Option positions and certain FLEX Option positions may expire worthless. The FLEX Options are listed on an exchange; however, no one can guarantee that a liquid secondary trading market will exist for the FLEX Options. In the event that trading in the FLEX Options is limited or absent, the value of the Fund's FLEX Options may decrease. In a less liquid market for the FLEX Options, liquidating the FLEX Options may require the payment of a premium (for written FLEX Options) or acceptance of a discounted price (for purchased FLEX Options) and may take longer to complete. Concentration Risk. The Fund may be susceptible to an increased risk of loss, including losses due to adverse events that affect the Fund's investments more than the market as a whole, to the extent that the Fund's investments are concentrated in the securities and/or other assets of a particular issuer or issuers, country, group of countries, region, market, industry, group of industries, sector, market segment or asset class. MAGS ETF Risks. The Fund will have significant exposure to the MAGS ETF through its investments in shares of the MAGS ETF and investments in financial instruments that provide exposure to the MAGS ETF and the securities it holds. Accordingly, the Fund will be subject to the risks of the MAGS ETF. New Fund Risk. The Fund is a recently organized investment company with a limited operating history. Non-Diversification Risk. As a "non-diversified" fund, the Fund may hold a smaller number of portfolio securities than many other funds. Roundhill Financial Inc. serves as the investment advisor. The Fund is distributed by Foreside Fund Services, LLC, which is not affiliated with Roundhill Financial Inc., U.S. Bank, or any of their affiliates. Glossary Options: An option is a contract sold by one party to another that gives the buyer the right, but not the obligation, to buy (call) or sell (put) a stock at an agreed upon price within a certain period or on a specific date. Covered Call Strategy: A covered call strategy involves writing (selling) covered call options in return for the receipt of premiums. The seller of the option gives up the opportunity to benefit from price increases in the underlying instrument above the exercise price of the options, but continues to bear the risk of underlying instrument price declines. Out-of-the-Money Options: Out-of-the-money options are options whose strike price is above the market price of the underlying asset. Notional Exposure: The total value controlled by the Fund's portfolio of option contracts. Notional exposure is calculated by multiplying the number of contracts held by the underlying index price and multiplying this product by the contract multiplier of $100. Strike: The price at which an owner of a call (put) option has the right, but not the obligation, to purchase (sell) a stock for at the time of the option's expiration. Upside: Reflects the degree of upside potential that could be experienced by a reference asset, expressed as a percentage, before it moves above the strike price of an associated short call option. The likelihood that the short call option will be exercised effectively creates a cap on potential gains. Expiration Date: The last date that an option contract is valid before it expires and ceases to exist. Days to Expiry: The number of calendar days until an option contract's expiration date. View original content to download multimedia: SOURCE Roundhill Investments Sign in to access your portfolio
