NVIDIA’s AI rally remains strong, but why are Alphabet and Meta in trouble? Divergence among the US megacap tech stocks widens
Differences in AI investment strategies have become clear among companies in the “Magnificent Seven.” NVIDIA continues to perform well, while Alphabet and Meta shares have fallen amid massive spending and cash outflows. The market is watching for a shift toward tangible results.
Companies mentioned:NVIDIA、Alphabet、Meta、Microsoft、Amazon、Siebert Financial、eToro、Needham