Jim Cramer urges buying the Magnificent Seven stocks ahead of AI profits, but market strategist Lo Toney highlights a split: hyperscalers like Google, Microsoft, and Amazon investing heavily in AI infrastructure are trailing the S&P 500, while NVIDIA, a key AI chip supplier, outperforms with strong revenue growth. The heavy capital expenditures by hyperscalers are causing short-term underperformance, whereas NVIDIA benefits by selling to these companies. Alphabet stands out as a value play with diverse AI monetization paths but has seen limited market reward so far. This split suggests differing risk and return profiles within the group as AI investments mature.
Microsoft's stock has been flat over the past year, but strong fundamentals driven by AI and cloud growth suggest a significant upside. Azure revenue grew 43% year-over-year, crossing $100 billion annually, while AI products like Microsoft 365 Copilo...
NVIDIA's stock has surged 14,700% over the past decade, driven by its leadership in AI hardware. The company reported strong fiscal Q2 results with revenue up 106% year-over-year and expects 70% revenue growth in fiscal 2028, constrained by supply. A...
Nvidia's top insider, Director Mark Stevens, sold nearly $650 million worth of shares in two transactions, including the largest insider sale of the decade for Nvidia. This insider selling is part of a broader trend among big tech companies like Micr...
Oracle's stock has fallen about 33% this year even as it booked a historic $638 billion backlog, driven by surging AI cloud infrastructure demand. The company competes with major cloud providers and has seen cloud revenue grow rapidly, but heavy capi...
In early September 2026, two SanDisk insiders disclosed selling nearly $12 million worth of shares, a significant increase compared to previous months this year. Chief Legal Officer Bernard Shek sold 2,308 shares for $4.08 million, marking his larges...
