The epic Seven has turned into something astonishing as the fear of AI spending places emphasis on emotions.
Meta (Meta), Amazon (AMZN), Google (GOOG), Apple (AAPL), NVIDIA (NVDA), Microsoft (MSFT), Tesla (TSLA) is usually definitely hot and 7 epic trades 2025. One of the larger technological components, Meta makes double-digit profits out of the box.
In fact, Meta’s shares rose in 15 straight sessions until Monday. The progress of the year has progressed to a 20% star (or amazing…).
Amazon is the only Mag component of other Mag 7 components that rise in one year to a 5.9% tuning, slightly above the 3.4% increase in the S&P 500 (^GSPC). Alphabet, Apple, Nvidia, Microsoft, and Tesla all decline each year, with an average drop of 3% based on Yahoo Finance calculations.
Tesla is the worst performer of the year, down 6% as he was hit by sales news that is lower than stimulus from around the world. Like other cars such as General Motors (GM) and Ford (F), tariff concerns also show weight on the stock.
Drilling deeper, six of the seven members of the seven Mag have reported fourth quarter revenue so far. Alphabet is the lowest at 10.4%. This is because Street responded very negatively to its first 2025 outlook.
“The price response suggests growing concerns about monetization and increased hyperscaler capabilities,” BOFA strategist Savita Subramanian said in a client note Monday.
For the Subramanian point, the number of capital spending thrown in 2025 by Big Tech to build AI infrastructure was eye-opening. Collectively, they are worried if Mag Seven’s profit margins reached a short-term peak in 2024.
According to Laura Bratton of Yahoo Finance, Meta, Microsoft, Amazon and Alphabet are expected to spend a cumulative $325 billion in capital expenditures and investments this year. This will increase by 46% year-on-year for four high-tech Star Warts.
Amazon alone has seen capital expenditures of $104 billion this year, with previous analysts forecasts well above $80 billion to $85 billion.
Analyst Brad Erickson, RBC Capital Markets analyst, warned last week that seven names, including Amazon, are “crowded” transactions, and that “AI” will definitely continue the debate “use money to make money.” ”
The problem that is currently beginning to circulate on the streets is when Mag Seven Deadwn is bleeding in the wider market. If so, it could have a major impact on stocks that are not directly linked to the technology.
The story continues
