Microsoft Should Be Thrown Out Of Magnificent 7
Key takeaways
- Microsoft Should Be Thrown Out Of Magnificent 7 Douglas A.
- The Magnificent 7 are supposed to comprise the world s hottest megacap companies.
- Among other things, their futures have become unbundled.
Microsoft Should Be Thrown Out Of Magnificent 7 Douglas A. Mc Intyre Tue, May 26, 2026 at 8:52 PM GMT+7 3 min read MSFT AAPL NVDA AMZN TSLA Quick Read Microsoft’s Open AI Deal Falls Apart. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn t one of them. Get them here FREE.
The Magnificent 7 are supposed to comprise the world s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and Tesla (NASDAQ: TSLA) hold the keys to everything from jobs to electricity. Their market caps, as a whole, exceed $20 trillion. That is about the same as China s GDP.
As a group, they are up 5% this year. The S&P 500, on the other hand, is up 9%. Among other things, their futures have become unbundled. None is more unbundled than Microsoft (NASDAQ: MSFT), which is down 13% this year. The primary reason is that, in the early stages of the AI revolution, it was a leader. Now, it has fallen well behind.