Thursday, May 21, 2026

Massive Mag 7 Update This Week

Money Morning
May 21, 2026
Magnificent 7 Weekly Report May 21 2026

Mag 7 Weekly: Nvidia's $81 Billion Quarter. Apple's All-Time High. Here's the Full Scorecard.

Nvidia just reported the largest quarterly revenue in the history of tech companies. $81.6 billion. Up 85% from last year. Data Center alone hit $75.2 billion. They authorized an $80 billion buyback and raised their dividend 25 times over. And the stock barely moved. Meanwhile, Apple quietly hit an all-time high on the same day the Nvidia earnings dropped. MSFT is recovering, TSLA is cooling off after last week's 14.8% surge, and the three quiet names are holding their levels. Here is what you need to know about each one.

Stock Price This Week Headline
NVDA $223.47 +1.2% $81.6B Q1; $80B buyback; 25x dividend
AAPL $302.25 +2.5% New all-time high; WWDC June 8
MSFT $421.06 +3.3% Recovering; LinkedIn -5%; AI bet continues
GOOGL $388.91 +0.4% Near ATH; best YTD in group (+20.3%)
AMZN $265.01 -0.3% Quiet; AWS steady execution
META $605.06 +0.3% CapEx panic fading; watching Q3
TSLA $417.26 -3.7% Model Y price hike; negative FCF ahead
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This week's individual takes:

  1. NVDA: $81.6B revenue, $80B buyback, 25x dividend hike. The stock yawned because it already priced in the beat.
  2. AAPL: New all-time high this week at $303.20. WWDC on June 8 is Tim Cook's final conference as CEO.
  3. MSFT: Best week in the group at +3.3%. Still down 13% YTD. The restructuring is painful but the stock is responding.
  4. GOOGL: Flat week but the best YTD performer in the group at +20.3%. Near its own all-time high.
  5. AMZN: Essentially unchanged. AWS steady. Up 12.9% YTD without making noise about it.
  6. META: Flat and stabilizing. The CapEx-driven selloff has run its course. Now it's a wait-and-see on AI monetization.
  7. TSLA: Cooling after last week's surge. Model Y price hike is a good sign. Negative FCF guidance for rest of 2026 is the risk.
Read the Full Report ›
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