Sevens Report Analyst Quoted by ABC News

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Why did the stock market soar in the first half of 2026? Experts explain

“The Magnificent Seven was all the craze in 2024 and 2025. Now it’s sluggish,” Tyler Richey, an analyst at Sevens Report Research, told ABC News. “You’ve got leadership in other corners of tech, especially chipmakers.”

“Dovish expectations of a rate cut this year were a narrative in the first half of 2026. Now an interest rate hike is being priced in. There’s more risk and less fundamental support from the Fed,” Richey said.

Still, Richey acknowledged a large degree of uncertainty.

“It has been extremely challenging to time this market,” Richey added.

Also, click here to view the full article on Abcnews.com published on June 30th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Can The Spending Continue? Micron Says Yes.

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If investors believe it will last, then this market has a lot more room to run Says Tom Essaye

‘We don’t view this as a bubble’ that will pop soon: Wall Street weighs surging AI costs on stock market rally

“Can the spending continue — is there enough capital to continue to fund all this? And Micron came out and basically said yes, yes, there is,” Sevens Report Research founder Tom Essaye told Yahoo Finance on Thursday.

Essaye noted that despite Micron’s massive earnings growth, the stock still trades at around 10 times forward earnings, roughly half the multiple of the broader S&P 500.

“If investors believe it will last, which Micron’s earnings helped reinforce that idea, then this market has a lot more room to run,” Essaye said.

Also, click here to view the full video published on Yahoo Finance on June 29th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Break Down Micron’s Earnings Beat With Yahoo Finance

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The most important part of the Micron earnings were really their referencing these strategic customer agreements, Says Tom Essaye

‘We don’t view this as a bubble’ that will pop soon: Wall Street weighs surging AI costs on stock market rally

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron’s (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

You know, over the past couple days, you’ve sort of the market has gotten itself in sort of a negative feedback loop, right? Saying is this sustainable? Can the spending continue? Is there enough capital to continue to fund all this? And Micron came out and basically said, yes, yes, there is. And that’s turning sentiment around. The most important part of the Micron earnings were really their referencing these strategic customer agreements.

The whole key around the memory boom, much like inflation honestly, is it a flash in the pan or is it sustainable? Micron is growing earnings at like hundreds and hundreds of percent, but the stock only trades at a 10X forward multiple. The S&P 500 trades at a 20X forward multiple and isn’t growing earnings nearly as fast. The reason Micron and Nvidia are cheap is because investors are concerned that this earnings boom won’t last. If earnings, if investors believe it will last, which Micron’s earnings helped, you know, reinforce that idea, then this market has a lot more room to run.

Also, click here to view the full video published on Yahoo Finance on June 25th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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I Don’t Think Any of This is a Major Indictment of AI, Tom Essaye tells Barron’s.

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I don’t think any of this is a major indictment of AI, Tom Essaye tells Barron’s.

Mag 7 Stocks Shed Nearly $3 Trillion This Month

Sevens Report Research’s Tom Essaye told Barron’s that the so-called hyperscalers are drawing some scrutiny from Wall Street lately for their big spending efforts.

“I don’t think any of this is a major indictment of AI, but if we think about all this stuff needing an ROI, if everything costs way more, then the ROI needs to be bigger—or big enough—to absorb these insane cost increases that people have to deal with on the memory and chip side of things,” Essaye says.

Also, click here to view the full article published in Barron’s on June 25th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Hyperliquid Has Been One of the Breakout Success Stories

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One of the breakout success stories in digital assets, Tom Essaye tells Barron’s.

Believe the HYPE. 1 New Crypto ETF and 2 New Funds Look Intriguing

Tom Essaye, editor of daily markets newsletter The Sevens Report, remarked Thursday that the Bitwise Hyperliquid exchange-traded fund piqued his interest.

Essaye noted that Hyperliquid has been “one of the breakout success stories in digital assets” since perpetual futures are “crypto native derivatives that allow continuous leveraged exposure to assets without expiration.” They are being used with commodities and stocks, too, such as for trading oil on the weekends and betting on pre-IPO pricing trends for SpaceX.

Essaye added that investors in the Bitwise ETF can profit from both the appreciation in the price of the Hyperliquid token as well as the fact that the ETF earns so-called staking rewards, yield generated by validating tokens on the blockchain. Essaye said he also likes the fact that Bitwise invests nearly all the fees it receives back into Hyperliquid by purchasing more tokens.

Also, click here to view the full article published in Barron’s on June 25th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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One of the Breakout Success Stories in Digital Assets

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One of the breakout success stories in digital assets, Tom Essaye tells Barron’s.

Believe the HYPE. 1 New Crypto ETF and 2 New Funds Look Intriguing

Tom Essaye, editor of daily markets newsletter The Sevens Report, remarked Thursday that the Bitwise Hyperliquid exchange-traded fund piqued his interest.

Essaye noted that Hyperliquid has been “one of the breakout success stories in digital assets” since perpetual futures are “crypto native derivatives that allow continuous leveraged exposure to assets without expiration.” They are being used with commodities and stocks, too, such as for trading oil on the weekends and betting on pre-IPO pricing trends for SpaceX.

Essaye added that investors in the Bitwise ETF can profit from both the appreciation in the price of the Hyperliquid token as well as the fact that the ETF earns so-called staking rewards, yield generated by validating tokens on the blockchain. Essaye said he also likes the fact that Bitwise invests nearly all the fees it receives back into Hyperliquid by purchasing more tokens.

Also, click here to view the full article published in Barron’s on June 25th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Investors Are No Longer Willing To Pay Up Blindly For The Data Center Boom

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Cheap AI stock valuations raise doubts about data center demand

Tom Essaye argues they may be saying something less comfortable: investors are no longer willing to pay up blindly for the data center boom.

Essaye, founder of Sevens Report Research, said in a Wednesday note that cheaper AI stock valuations could reflect fear that the current wave of data center spending may slow. That matters because growth stocks typically receive richer multiples when investors believe future earnings will justify them. When some of the market’s most visible AI-linked names trade close to, or below, the S&P 500’s forward price-to-earnings ratio of 21.5, the message is not simply that shares are inexpensive. It may be that investors are questioning whether the earnings they once expected will arrive.

Essaye framed the risk through a hypothetical example. “Think of it this way: GOOGL (to use one as an example) cancels building 10 data centers because it’s going to cost too much money and the return isn’t there,” he wrote. “That will result in massive order cancellations at NVDA, MU, AVGO, SNDK, etc., because no one needs the chips, networking, memory, or processor power,” he added.

Also, click here to view the full article on Financial-world.org published on June 21st, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Thinks Investors Aren’t Sure The Current Data Center Boom Will Last

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AI chip stocks show low P/E ratios amid investor doubt

Sevens Report Research founder Tom Essaye thinks this is because investors aren’t sure the current data center boom, fueling AI growth, will last.

Tom Essaye warns of massive cancelations.

Essaye compares today’s situation to the dot-com crash in 2000, warning that if market hype doesn’t turn into real growth, suppliers like NVIDIA and Micron could take a hit.
He says inflated expectations can backfire if demand doesn’t keep up: “massive order cancelations” could follow.

Also, click here to view the full article on NewsBytes.com published on June 22nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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That Will Cause Some Upset For Markets Tom Essaye Tells Barron’s

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For something that has been working really well for markets, that will cause some upset, Tom Essaye tells Barron’s.

S&P 500 Drops 1.2% After Warsh Hints of Fed Changes

Sevens Report Research’s Tom Essaye told Barron’s the market reacted to the “litany of changes that Warsh is proposing” that could lead to uncertainty and less communication from the central bank.

“The Fed was not hawkish, nor was Warsh hawkish,” Essaye says. “What he said was that ‘I’m exploring changing everything. And for something that has been working really well for markets, that will cause some upset.”

Also, click here to view the full article published in Barron’s on June 17th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Says Cheap AI Stock Valuations Could Signal This

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Tom Essaye said that cheap AI stock valuations could signal that investors are growing fearful that the data center boom could come to a halt.

‘Exactly how the dot-com bubble burst’: A market research firm says keep an eye on this AI warning sign

Tom Essaye, the founder of Sevens Report Research, said in a note on Wednesday that cheap AI stock valuations could signal that investors are growing fearful that the data center boom could come to a halt.

Typically, investors are willing to assign higher valuations to growth stocks because of their high future earnings potential. So the fact that some AI stock valuations are so low today means investors are skeptical that earnings potential will ever come to fruition, Essaye said.

“Think of it this way: GOOGL (to use one as an example) cancels building 10 data centers because it’s going to cost too much money and the return isn’t there,” he wrote. “That will result in massive order cancellations at NVDA, MU, AVGO, SNDK, etc., because no one needs the chips, networking, memory, or processor power,” he added.

A recent example of investor uneasiness, Essaye said, is the recent decline in Oracle stock. Shares of the company have tumbled about 25% since June 1 as it’s poured money into the AI buildout.

“To be fair, this fear has been around for several months, and it isn’t appearing yet. However, it’s not without precedent because this is exactly how the dotcom bubble burst,” he said.

“While people connected to the internet, their connection wasn’t nearly as profitable as quickly as everyone assumed,” Essaye continued. “Because of that, the buildout stopped.”

Also, click here to view the full article published in Business Insider on June 19th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.