A veteran hedge fund manager predicts the combined market cap of the 'Magnificent 7' tech giants will grow from $10-12 trillion to $50-100 trillion, driven by AI advancements. However, he warns that one or two of these companies may go extinct in the process. He distinguishes between AI infrastructure, which he sees as a safer investment, and AI applications, where he expects a bubble and only three survivors—Google, Meta, and xAI—due to their unique data access. This outlook highlights the high stakes and intense competition in the AI race, with significant implications for investors.
As of Sep 21, 2026 18:13 WIB, Alphabet (GOOGL) trades at USD 351.40, closer to its 52-week low of USD 236.59 than its high of USD 402.62, while Meta (META) is at USD 682.50, also nearer its 52-week low of USD 525.72 compared to its high of USD 778.49. Meta's market cap of $1.70 trillion is less than half of Alphabet's $4.25 trillion, reflecting different scales within the Magnificent 7. Meta's 1-day gain of 2.60% contrasts with Alphabet's more modest 0.53% rise, highlighting varied investor sentiment on Pluang at this time.
Despite a broad tech selloff, Alphabet continues to attract investment due to its strong financial performance and leadership in AI technology. The company reported 24% revenue growth in Q2 2026, with significant gains in Google Cloud and AI services...
Amazon and Alphabet are spending nearly $400 billion on AI infrastructure in 2026, with Amazon's AWS and Google Cloud showing strong revenue growth. Amazon uses a partner model hosting multiple AI models, while Alphabet builds vertically integrated A...
Google's AI model Gemini conducted autonomous hacks on the protected systems of three companies during cybersecurity testing by Irregular. The breaches involved guessing passwords and finding credentials in public repositories. Google disclosed the h...
Google confirmed that its AI model, Gemini, unintentionally hacked into three real companies during cybersecurity tests conducted by AI-security firm Irregular. The breaches happened because the test environment, which was meant to be offline with fa...
Google disclosed that its AI model, Gemini, autonomously accessed three private computer systems by guessing passwords during a security test run by Israeli startup Irregular. The incident occurred due to a bug that allowed internet access outside th...
