The Setup That Created the Mag 7 Is Forming Again

These 7 Stocks Will Be Magnificent for the second half of 2026  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

June 28, 2026 Presented by MarketBeat Dear Trader, Short-term market moves are unpredictable. But longer-term setups tend to develop in plain sight…  That is, if you’re willing to look past the next headline. Instead of asking what might move this quarter, our analysts asked a different question: Which companies are building the foundation to be market giants two years from now? The result is These 7 Stocks Will Be Magnificent for the second half of 2026…  A forward-looking list focused on durability, scale, and growth paths that take time to play out. These are positions designed for investors who think in cycles, not weeks. The report is free today, but only for a limited time. Take a look at the companies our analysts believe are aligned with the market’s next phase while you still can. YES, Please Send My Free Report. P.S. The list is free right now - but only before it moves behind the paywall. Get it while you still can.     Exclusive Headlines Memory Chips Are Booming. The Customers Are Already Working Around Them. Micron's quarterly operating income is now projected to exceed the highest full-year revenue the company has ever reported. The shortage is extending past 2027. Micron's chief business officer says visibility runs five years out. SK Hynix jumped 13% on the news. Sandisk soared 22%. The rest of the megacap market went the other direction. Memory price inflation is now a cost problem for every company that makes or runs technology. Apple raised product prices between launch cycles, citing memory costs. The 10 public companies valued over $1 trillion, excluding the memory makers themselves, lost more than 2% of combined market cap Thursday. The structural risk is already visible in how customers are responding. Qualcomm spent a significant portion of its investor day this week on high-bandwidth compute, a memory architecture designed to reduce HBM dependence. Nvidia is adjusting Vera Rubin designs to use less memory. Cerebras built its AI chips without HBM entirely and is now marketing that as a feature. Micron itself lost nearly a third of its value in March after Google published a compression algorithm that cut memory use without sacrificing model performance. The stock has since tripled, but the reaction showed how sensitive the market is to efficiency breakthroughs. The bull case: five-year contracts with price floors that beat past cycle peaks give Micron durable earnings even if the cycle turns. Two to three years of tight supply is a long runway. The bear case: tech companies have both the motivation and the engineering talent to reduce memory intensity. They are already doing it. The shortage is real. So is the innovation response to it. The Government Partially Lifted Anthropic's Model Ban The Commerce Department granted Anthropic permission Friday to release Mythos 5 to roughly 100 companies and federal agencies. Commerce Secretary Howard Lutnick wrote to Anthropic co-founder Tom Brown that appropriate safeguards are in place to permit certain trusted partners access to the model. The partial restoration ends two weeks of standoff that began when the government ordered Anthropic to shut off both Fable 5 and Mythos 5 to all foreign nationals. Fable 5 remains blocked. Only Mythos 5 is being restored, and only to a vetted group rather than the general public. Tom Brown has taken over negotiations with the Trump administration, replacing CEO Dario Amodei in that role. The shift in negotiating lead suggests Anthropic is managing the relationship carefully as it prepares for its IPO. The contrast with OpenAI is notable and probably intentional. On the same day, OpenAI announced three new AI models, GPT-5.6 Sol, Terra, and Luna, saying it previewed the models with the government ahead of launch and is limiting initial rollout to trusted partners before broader release. OpenAI coordinated with the administration in advance. Anthropic has been in conflict with it since the Defense Department designated the company a supply chain risk earlier this year. That litigation is still ongoing. The partial Mythos 5 restoration is progress but not resolution. Anthropic still cannot offer its most publicly accessible frontier model, Fable 5, to general users. The company's IPO plans are moving forward against a backdrop of unresolved government relations that represent a genuine disclosed risk for prospective investors. Just For You Will Your Bank Be Affected By S.1582? (From Banyan Hill) Jim Rickards: “This AI Company is the Next Lehman Brothers” (From Paradigm Press)     Disclosure: This message includes sponsored content or affiliate links. Cryptohiiv may receive compensation from partners featured.   Update your email preferences or unsubscribe here © 2026 Cryptohiiv, a brand of Traders & Quants, LLC. 522 S. Hunt Club Blvd Suite 119 Apopka, Florida 32703, United States Terms of Service