Tim Seymour reveals global 'Mag 7' for U.S. investors as international markets outperform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2025
0mins
Should l Buy SAP?
Source: CNBC
Global Investment Opportunities: Tim Seymour suggests that investors should consider a global version of the Magnificent 7 portfolio, highlighting significant opportunities in international markets that are currently outperforming U.S. stocks, particularly in sectors like AI and data centers.
Market Trends and Insights: Seymour notes structural factors favoring international markets, such as favorable valuations compared to U.S. tech stocks, increased foreign investment flows, and positive developments in European deregulation, which could lead to better performance for global stocks.
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Analyst Views on SAP
Wall Street analysts forecast SAP stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 171.000
Low
30.28
Averages
297.01
High
401.93
Current: 171.000
Low
30.28
Averages
297.01
High
401.93
About SAP
SAP SE (SAP) is a Germany-based company. The Company provides business application software. It operates through three segments: Applications, Technology and Services, which engages in the sale of software licenses, subscriptions to its cloud-based applications and related services, primarily support services and various professional services, and support services, as well as implementation services for its software products and educational services on the use of its products; the SAP Business Network segment, which includes its cloud-based collaborative business networks and services related to the SAP Business Network, including cloud applications, professional services and educational services, as well as the Company markets and sells cloud offerings developed by SAP Ariba, SAP Fieldglass and Concur; and the Customer Experience segment, which comprises on-premise and cloud-based products that execute front office functions across the entire customer experience.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Profit Potential: The new chip is expected to generate over $5 billion in annual profit, and with a gross margin of 94.84%, it indicates Arm's potential for higher profitability during the AI boom, further solidifying its market standing.
- Stock Reaction: Following the announcement, Arm's stock surged 8% in after-hours trading, reflecting investor optimism about the new chip and significantly boosting market confidence in its future growth potential.
See More
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- Technological Advantage: The chip delivers double the performance of comparable x86 platforms for AI data centers, addressing the growing demand for computing power, thereby solidifying Arm's leadership in both the smartphone and data center markets.
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- Impressive Customer Base: Initial customers for the Arm AGI CPU include notable companies such as Cloudflare, F5, OpenAI, SAP, and SK Telecom, which will help Arm secure a foothold in the rapidly growing AI CPU market projected to reach $1 trillion.
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See More
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