مي شركات فيديو.mp4
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00:00 Magnificent 7 is not a movie, but it is the biggest 7 companies in technology
00:08 and it is actually the biggest 7 companies in terms of the S&P 500 index
00:12 It is the 7 big companies, such as Nvidia, Apple, Meta, Amazon, Alphabet, Tesla and Netflix
00:22 These are the 7 big companies that have been leading the S&P 500 index since the beginning of the year until today
00:29 The index has risen by 13% and the increase is due to the first half of this year and these 7 shares
00:38 where the investor has placed a lot of bets on artificial intelligence
00:43 and what will it mean for these companies
00:46 We started the season of announcing the results of the 3rd quarter
00:50 and all the eyes are on these companies
00:53 The predictions indicate that for these 7 big companies, we will see a practical rise in the technology sector
01:00 and its profits by about 34%
01:03 with the knowledge that the technology shares represent about 25% of the S&P 500 market cap
01:11 and therefore, they are the main companies in their results and their impact on the S&P 500 index
01:18 Tesla announced the results and the results were less than expected
01:24 We had a 37% return on investment
01:29 The company announced a revenue of 23.35 billion dollars
01:34 and the revenues were less than expected
01:36 We had pressure even on the profits of the company to a large extent
01:40 and signs from Elon Musk indicate that the high interest rate for a long time
01:46 will negatively affect the demand for cars
01:49 Elon Musk says that the company focuses on reducing costs in an environment of high interest rates
01:55 and this is what we see not only for the technology shares
01:59 but for all companies in different sectors
02:02 For Netflix, the results have changed
02:05 By the way, after the results of Tesla, we saw a lot of pressure on the shares
02:08 However, for Netflix, the results were better than expected
02:11 and the most important thing is that Netflix added about 8.7 million subscribers
02:17 to reach the total number of subscribers of about 247 million subscribers
02:22 The company also witnessed a rise in the membership of Netflix content
02:28 which includes ads
02:30 This rise was about 70% in a quarter
02:33 and it is a very important thing for Netflix because it affects the company's big desires
02:39 A company even announced for Netflix that it will raise the prices of certain types of its subscriptions
02:46 Who are the remaining companies that we are waiting for the announcement of their results?
02:49 These are the companies for Alphabet and Microsoft
02:53 which were announced on October 24
02:56 Facebook, Amazon, Intel, Apple and also Nvidia
02:59 These companies have reached very high ratings
03:04 Nvidia's ratings, if we look at the Trailing PE or the historical profit-sharing
03:10 has reached 100 times
03:12 and these increases started at the beginning of this year
03:15 with the price of the investor to affect the artificial intelligence of the company
03:20 Cathie Woods sold her Nvidia's shares at the beginning of the year
03:24 because of the ratings
03:26 and they said today that the ratings have become higher than they were at the beginning of this year
03:34 The expected strong performance for these seven big companies
03:38 is about a 35% or 36% increase in profits
03:43 and a 11% increase in the number of subscribers
03:46 These expectations for the S&P 500 index
03:49 as we said, these companies represent about 25% of the S&P 500 market cap
03:56 We are talking about a 2% increase in the S&P 500 companies' profits
04:01 Notice the big difference between the two
04:04 and the expectations for the interest rate to increase is 1%
04:07 We have to point out a very important point here regarding the performance of these companies
04:11 The performance will be not only related to the results
04:14 but also to the movements of the US bonds
04:17 The 10-year bonds that the S&P 500 has planned today
04:21 will be a pressure factor on the technology stocks
04:24 because the cash flow for these companies is very heavy
04:28 and has a long duration
04:30 and therefore, it has a very high sensitivity
04:33 to increase the interest rates and the bond prices in the US
04:38 even though its budget remains strong
04:41 but the subject of the valuation is being pressured because of the high interest rates