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WSJ
30 days

The ‘Magnificent Seven’ Are Drifting Apart as AI Race Creates Stock Performance Gap - WSJ

1. Magnificent Seven stocks diverge in AI investments, affecting performance. 2. Nvidia and Microsoft benefit while Apple, Tesla, and Alphabet lag behind. 3. Amazon's shares up 3% amid tariff impacts and AI investments. 4. Investors await earnings to justify high valuations of AI-focused companies. 5. Second-quarter growth expected from the Magnificent Seven outpacing broader market.

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FAQ

Why Neutral?

While Amazon remains stable, its performance isn't as strong as top AI stocks.

How important is it?

The divergence in the Magnificent Seven directly highlights AMZN's relative performance and AI-driven strategy.

Why Short Term?

Immediate earnings reports could provide short-term price direction for AMZN.

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