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Which Mag 7 companies are performing best?

Asked 1 hour ago

Answer

Alphabet leads the Magnificent 7 with the strongest performance, driven by its integrated AI infrastructure and robust cloud growth. NVIDIA is also an outlier with strong gains. Amazon, Meta, Apple, and Microsoft are lagging, with Meta and Amazon facing concerns over AI spending returns and slower cloud growth. Apple, while not heavily invested in AI infrastructure, shows moderate gains and could benefit from its distribution strength.

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Mag 7 trade splinters as AI winners pull away heading into 2026

CNBC · Just In
CNBC
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Just In
  • MAG7 index up over 25%, but performance gap widens within group 3s
  • Alphabet up 65% due to AI stack and cloud growth; Amazon up just 5.5% 19s
  • Meta's stock fell after raising CapEx guidance amid investor concerns 46s
  • Amazon's AWS growth lags peers; heavy AI spending not boosting share 55s
  • Apple, up 12%, may benefit by focusing on distribution over AI infrastructure 1m 19s

References

Mag 7 trade splinters as AI winners pull away heading into 2026
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CNBC
3 hours ago
Mag 7 trade splinters as AI winners pull away heading into 2026

Alphabet leads with a 65% gain, while Amazon is up only 5.5%. Performance is driven by the ability to convert AI investments into profits.

Alphabet pulls ahead as the market reprices AI execution
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CNBC
3 hours ago
Alphabet pulls ahead as the market reprices AI execution

Alphabet leads the Magnificent 7, with Amazon in last place. NVIDIA is also an outlier with strong performance, while Apple, Meta, Amazon, and Microsoft are trading below the S&P return.

Mag 7 trade splinters as AI winners pull away heading into 2026
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CNBC
5 hours ago
Mag 7 trade splinters as AI winners pull away heading into 2026

Alphabet is up 65%, leading the group, while Amazon is up just 5.5%. The market is rewarding those who can convert AI investment into margin and revenue.

S&P 500 closes at record high
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CNBC
6 days ago
S&P 500 closes at record high

Within the Magnificent 7, Google (Alphabet) is identified as the most interesting due to its cloud, AI, proprietary processors, and strong cash flow.

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