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Is the Magnificent Seven rally over? (What you need to know)

Is the Magnificent Seven rally over? (What you need to know)

Stockology Insider
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Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

  1. 01 MSFT NASDAQ COMPRAR +0,00%
    Entrada $495,63 13 set 2026
    Atual $495,63 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

  2. 02 META NASDAQ COMPRAR +0,00%
    Entrada $648,03 13 set 2026
    Atual $648,03 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

  3. 03 AAPL NASDAQ COMPRAR +0,00%
    Entrada $332,27 13 set 2026
    Atual $332,27 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

  4. 04 TSLA NASDAQ COMPRAR +0,00%
    Entrada $365,44 13 set 2026
    Atual $365,44 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

  5. 05 NVDA NASDAQ COMPRAR +0,00%
    Entrada $218,29 13 set 2026
    Atual $218,29 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

  6. 06 GOOGL NASDAQ COMPRAR +0,00%
    Entrada $338,50 13 set 2026
    Atual $338,50 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

  7. 07 AMZN NASDAQ COMPRAR +0,00%
    Entrada $256,78 13 set 2026
    Atual $256,78 11 set 2026
    Resultado +$0,00
    vs. índice +0,0% SPY +0,0% no mesmo período

    Citar esta recomendação Ver trecho original (22s) *

    Contexto da transcrição original
    …t pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the …

    THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

    Contexto extraído por IA >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney.

Transcrição Completa
Many of the Magnificent Seven stocks underperforming the S&P 500 this year, but last week Jim Cramer called for investors not to sleep on the tech giants. >> The market pulled ahead of the Mag 7. We got sick of them, right? I mean, the group's about to reap the profits finally spending all that money, and we now decided that we're so close to we're so close to 2027, and we're not giving them any credit? THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY. >> JOINING US NOW IS Plexo Capital's founding managing partner and CNBC contributor Lo Toney. Lo, what do you think of that call? Are you in agreement with >> Yeah, look, I think what we should probably think about is that AI is being the lens to view everything right now, but I would think a mistake is assuming that means the Mag 7 is becoming one trade again. In fact, AI is breaking up the Mag 7. Google, Microsoft, Amazon, they're building these massive AI factories, and they have to prove the return on all that infrastructure. Meta and Apple are using AI to make their distribution franchises more valuable. Tesla's turning AI into real-world physical assets and services with a completely different set of deployment, regulatory, and unit economic pressure and questions. And then there's Nvidia. Nvidia's sitting back and getting paid while everyone else proves the economics. >> Did you mention Apple in that, or did I miss out on that? >> I did mention Apple. Apple is very valuable because they are at the point of origination for a lot of the AI uh queries. So, I think, you know, Apple's able to leverage their fantastic distribution, great hardware, and then also the fact that I keep coming back to a point I made last year, which is, you know, Apple didn't make these massive investments, um but now they're reaping some of the rewards because of that. >> So basically you're saying the mag seven label is a pretty useful one but not all boats within that mag seven label are necessarily will float equally. >> Yeah, exactly. Becky, I think the way to view it is or at least the way I do is to think about maybe a two by two or just two important questions. First question, how much control does the company have over AI infrastructure? And second, how strong is the ability to monetize the intelligence that infrastructure produces? And then you can almost start to bucket these, right? There's the hyperscalers and these are the companies that are building the AI factories around and inside their massive cloud businesses. They've got the capital, the infrastructure, the customer base and they have to answer the question of is all that spending going to provide an attractive return on the capital. And then you have the aggregators. So Meta and Apple, they don't necessarily need AI to become a stand-alone business, but they have enormous pools of demand and distribution. So, you know, Meta can use the AI to monetize ads better and make Apple's ecosystem AI can make Apple's ecosystem more valuable. You've got the physical in Tesla. And then again, you've got Nvidia. And while everyone else is trying to figure things out, Nvidia's monetizing their ecosystem, hardware, software, um the open model layer through their acquisition of Hugging Face. So again, while everyone else is trying to prove AI economics, Nvidia's getting paid and strengthening their ecosystem around the build-out. >> Well, the big concern has been the CapEx spending that a lot of these names have been drawn into, but you make the point that today's CapEx burden could be tomorrow's infrastructure moat. What If that's the case, which of these names do you like the most considering an infrastructure moat? >> Yeah, so if I think about that framework and apply it, I would say Google's probably the most interesting to me because it really captures a lot of the ownership benefits of having the AI infrastructure coupled with their cloud business. And, you know, they're able to monetize that through a lot of their legacy assets, and it's through a complete stack. Um so, I would say because they have the infrastructure control, the data centers, the TPUs, and multiple ways to monetize that intelligence through search, YouTube, Cloud, and increasingly even Waymo. So, you know, Google's one where I don't have to make a bet about where the AI economics ultimately accrue because they participate across the entire stack. And, you know, you look at the stock so far this year, it's up about 8% or so, but the analyst consensus implies maybe a 25% upside.

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