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The “Magnificent Seven” trade is under pressure, and its key player, Nvidia must regain momentum to keep the group afloat.
“If Nvidia isn’t performing, the Mag 7 trade won’t work,” said EMJ Capital founder and Nvidia bull Eric Jackson on Yahoo Finance’s Opening Bid podcast.
So far in 2025, the group has struggled amid valuation concerns and fears of peak AI spending. Here’s how they’ve fared year to date:
- Apple (AAPL): -14%
- Microsoft (MSFT): -9%
- Amazon (AMZN): -12%
- Google (GOOG): -14%
- Tesla (TSLA): -49%
- Meta (META): Slightly down, but outperforming the group
Meanwhile, Nvidia (NVDA) is down 12%, largely due to concerns over AI infrastructure demand peaking.
Information : Google in $30B Wiz Deal Talks to Boost Cloud Security
Nvidia’s GTC: Big Announcements, Lukewarm Market Response
At its annual GTC event, Nvidia unveiled major advancements, including:
- Blackwell Ultra & Vera Rubin AI chips – poised to revolutionize productivity
- $1 trillion data center revenue projection by 2028
- Feynman AI chip, set for release in 2028
- A full AI product roadmap through 2028
Despite these ambitious announcements, Nvidia’s stock dropped 3.4% post-event, dragging down the broader Mag 7. The Street’s reaction signaled disappointment, with only a slight rebound the following day.
Still, optimism remains. “This could be a healthy pullback,” Jackson noted. “The market might just be catching its breath before moving forward.”
🎙️ Catch more insights from top market experts on Opening Bid. Watch or listen on your preferred streaming service!
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