Thursday, June 25, 2026

One Mag 7 Stock Just Set an All-Time High. The Other Six Are Getting Crushed.

Money Morning
June 25, 2026
Thursday Mag 7 Weekly Report | June 25, 2026
Magnificent 7 stocks — Nvidia record high vs rest of group selloff June 25 2026
Mag 7 Weekly Report: One Stock Hit a Record. The Other Six Are Getting Crushed.
Nvidia closed at an all-time high of $154.31 Wednesday at its annual shareholder meeting, pushing its market cap to $4.84 trillion. The other six? Amazon -4.8%. Meta -5.4%. Microsoft -5.1%. Tesla down more than 7% on the week. The Mag 7 is no longer moving as a group.
Stock Price This Week
NVDA $154.31 +4.3% — Record high at annual meeting; $4.84T cap
AAPL $293.08 -1.0% — Holding best in the group after NVDA
GOOGL $345.29 -5.0% — Cloud capex scrutiny; $84.75B raise digesting
AMZN $234.27 -4.8% — $200B capex story won't go away
META $557.83 -5.4% — Morale concerns; subscription model scrutinized
MSFT $373.94 -5.1% — Azure strong but OpenAI capex in focus
TSLA $375.50 -7.4% — Worst in group; no near-term catalyst

This week's individual takes:

NVDA: Set an all-time high Wednesday. At $4.84 trillion market cap, the AI infrastructure monopoly is still what investors want.
AAPL: Holding up better than most. The group's quiet performer this week.
GOOGL: Down 5% despite strong cloud fundamentals. The $84.75B equity raise is being read as dilution, not growth.
AMZN: AWS is growing. The $200B annual infrastructure spend is the problem Wall Street keeps returning to.
META: Subscription model concerns plus a morale report sent investors running. The AI ad thesis needs time the market is not giving it.
MSFT: Azure revenue is strong. The question is how long until OpenAI's capital bill shows up in margins.
TSLA: Worst week in the group, down more than 7%. Grinding lower with no clear catalyst to reverse it.
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