Darius Dale, CEO & Founder, 42 Macro breaks down why the puck is moving away from the Mag 7 — and where capital is rotating if AI CapEx cools, valuations compress, and new earnings leadership starts to emerge
000:00:00 Introduction
00:00:18 How Much Runway Does This Bull Market Have?
00:01:36 Is a Correction Coming This Summer?
00:02:53 Will Sticky Inflation Derail the Rally?
00:04:56 Does the Market Need to Price in Rate Hikes?
00:07:41 Why He’s Still Bullish for the Next 12 Months
00:09:50 Healthy AI Reset or AI Cracking?
00:11:58 Should Investors Trim the Magnificent Seven?
00:13:00 Where Should You Invest Instead of the Mag 7?
00:16:37 Where’s the Next AI Opportunity?
00:18:37 Buy the Dip or Play Defense?
00:19:46 What Could Trigger a Risk-Off Signal?
00:20:22 Rapid Fire: This or That
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Recorded: July 6, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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