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The Magnificent Seven have shed roughly $2 trillion in market value through June 2026 as institutional money rotates into small-caps and value. With hyperscaler AI capex scaling 50% faster than revenue and free cash flow approaching zero, markets are repricing how long the AI payback period actually takes. For founders and VCs, the implications land in H2 2026 fundraising environments where valuations are under pressure and capital is concentrating at the top.