Here Are My Top "Magnificent Seven" Stocks to Buy Now

EarningsIndustry
โดย The Motley Fool·Read original
Summary · why it matters

The "Magnificent Seven" landscape is shifting from speculative infrastructure buildup to a rigorous execution phase, and three companies stand out for long-term investors: Alphabet, Meta Platforms, and Microsoft. Alphabet has integrated Gemini AI models into its core search and services, driving a 19% year-over-year increase in search revenue to $60.4 billion in the recent quarter, while Google Cloud revenue surged 63% to $20 billion with operating income more than tripling to $6.6 billion; Waymo now provides over 500,000 paid robotaxi rides weekly across 10 U.S. cities. Meta Platforms projects capital expenditures of $125 billion to $145 billion in 2026, and its AI-optimized ad targeting boosted Q1 revenue by 33% year over year to $56.3 billion and net income by 61% to $26.8 billion, with its open-source Llama AI framework commoditizing rival software. Microsoft's total revenue grew 18.3% year over year to a record $82.9 billion, Azure revenue growth accelerated to 40%, and it maintained a 46% operating margin while generating $32 billion in net income, up 23% from the prior year.

Impact on stocks 4

Artificial Intelligence▲ · 4 stocks
Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

Google Cloud revenue surged 63% to $20 billion and search revenue up 19% to $60.4 billion, driven by AI integration.

Meta Platforms Inc.
META
▲ PositiveDemandrelevance

AI-optimized ad targeting boosted Q1 revenue by 33% to $56.3 billion and net income by 61%.

Microsoft Corporation
MSFT
▲ PositiveDemandrelevance

Azure revenue growth accelerated to 40% and total revenue grew 18.3% to a record $82.9 billion.

Theme Impact 7

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