Apple still leads YTD. Microsoft is still digging out. Full scoreboard inside. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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| June hammered the Magnificent 7. This week Meta ripped about 13% as investors bought the cloud-monetization story and a $50 billion Louisiana data-center expansion. Apple still leads the group year-to-date. Microsoft bounced and remains the deep red name into earnings. Here is the full scoreboard.
| Stock |
Price |
This Week |
| META |
$681.31 |
+13.0% - Cloud pivot; $50B LA build |
| AMZN |
$254.96 |
+4.7% - AWS steady; AI spend support |
| AAPL |
$327.50 |
+4.5% - YTD leader into July 30 print |
| NVDA |
$212.50 |
+4.1% - AI hardware demand holds |
| MSFT |
$395.63 |
+3.2% - Bounce; still -16% YTD |
| GOOGL |
$370.92 |
+2.5% - Quiet YTD strength |
| TSLA |
$394.46 |
+0.1% - Flat; autonomy pause |
This week's individual takes: META: +13% week. Cloud pivot + $50B Louisiana 5GW build. Capex story flipped to monetization. AAPL: $327.50, +4.5% week, +20.8% YTD. Still the Mag 7 leader into July 30 earnings. AMZN: +4.7% week. AWS keeps funding the AI arms race without the drama. NVDA: +4.1% week to $212.50. Hardware demand still the spine of the AI trade. MSFT: +3.2% week, still -16.3% YTD. Market wants Azure proof, not more capex slides. GOOGL: +2.5% week, +17.7% YTD. Quiet cloud share gains, no fireworks needed. TSLA: Flat week at $394.46, still -10% YTD. Autonomy thesis on pause after early-July noise.
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