It's behind a paywall but Barron's just removed Apple, Meta and Tesla from their "magnificent seven." Microsoft, Alphabet, Amazon, NVIDIA remain.
They were bearish on Apple due to revenue declines for 4 consecutive quarters and lack of growth in sales in iPhones and Macs as well as a high PE ratio. They suggest Vision Pro won't "move the needle."
They prefer Alphabet over Meta and having both in a portfolio might be "redundant."
