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Alphabet, Nvidia win the AI margin trade as Amazon, Apple, and Meta underperform S&P 500

Автор: CNBC Television

Загружено: 2025-12-29

Просмотров: 7486

Описание: CNBC’s MacKenzie Sigalos reports on the Mag7 splitting into AI “earners” and “spenders” — with investors rewarding companies converting capex into profit now, and warning that model convergence could make distribution the next deciding edge in 2026.

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Alphabet, Nvidia win the AI margin trade as Amazon, Apple, and Meta underperform S&P 500

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