What’s shielding Big Tech stocks like Nvidia in this market, according to the world’s biggest wealth fund

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  DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market

  Wall Street’s expectations for the Magnificent Seven aren’t what they used to be.
  
  Inc. - 1d

• World’s largest sovereign wealth fund reports record $222 billion annual profit on tech rally

  Norway’s sovereign wealth fund reported its full-year earnings on Wednesday.
  
  CNBC - 1d

• There’s little to keep the stock market down as retiring boomers share their wealth

  Market strategist Ed Yardeni: Expect the S&P 500 to hit 7,000 this year and 8,000 in 2026
  
  MarketWatch - 5d

• Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

  President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.
  
  MarketWatch - Jan. 21

• World's biggest sovereign wealth fund warns markets at risk from tariff-fueled inflation

  "If you look at the risk to financial markets, I think inflation is for sure one, all driven by tariffs."
  
  CNBC - Jan. 21

• This is Nvidia’s secret weapon and it’s likely to propel the stock in 2025

  Strength in data center GPUs, networking, services, and emerging products fortify Nvidia’s competitive ‘moat.’
  
  MarketWatch - Jan. 18
• 

  What the Stock Market Could Do During Trump’s First Year, According to History

  Over the past century, the S&P 500 has tended to see weaker returns during the first year of a new administration.
  
  Inc. - Jan. 10

• The market’s wobbling. Here are BlackRock’s shields for the biggest risks.

  Here are the hedges the $11 trillion asset manager recommends for the concerns weighing on investor minds.
  
  MarketWatch - Jan. 8
• 

  Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It

  Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.
  
  Inc. - Jan. 6

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  Eurozone economy unexpectedly flatlines in fourth quarter

  GDP figure published before European Central Bank cut its benchmark rate to lowest level since early 2023
  
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• Trump lashes out at Biden, DEI efforts after D.C. plane crash

  President Donald Trump blasted former President Joe Biden and Democratic diversity measures after a midair collision above Washington, D.C.
  
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• 

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  Today’s student are America’s future workers, but new data show their reading skills have fallen, and math skills aren’t improving. This data should concern employers.
  
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