The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift. - MarketWatch

1. Goldman Sachs reports no positive sales surprises from major tech firms. 2. The Magnificent Seven's earnings growth is projected to narrow significantly. 3. Continued uncertainty from potential tariffs poses downside risks for S&P 500 EPS. 4. Goldman advises shifting focus towards Phase 3 AI monetization opportunities. 5. Market sentiment remains positive, with a projected 7% increase for S&P 500.