Nasdaq Sell-Off - The Nasdaq has entered correction territory, dropping over 10% from its December peak [1][2] - Concerns about an imminent recession, ongoing tariff wars, and potential government shutdowns have contributed to the decline [2] Company Analysis: Alphabet - Alphabet's Google Cloud segment has seen a significant increase in revenues and operating income, indicating a shift towards profitability [3][4] - The company plans to invest 52.5 billion last year, to capitalize on AI growth opportunities [4] - The Google Services segment also reported double-digit revenue growth, with an expected earnings growth rate of 10.7% for the current year [5] Company Analysis: Amazon - Amazon Web Services (AWS) has become a profitable unit, with a 19% revenue increase last quarter, making it the fastest-growing segment [6][7] - The company has invested over $100 billion in AI infrastructure and developed its own AI chip to reduce costs [7] - Amazon's expected earnings growth rate for the current year is 14.3% [7] Company Analysis: NVIDIA - NVIDIA maintains a competitive edge in the GPU market, with high demand for its CUDA software platform [8] - The new Blackwell chips have experienced strong demand, and the company is well-positioned to support AI growth [9][10] - NVIDIA's estimated earnings growth rate for the current year is 46.8% [10]
Nasdaq Correction: Hold These 3 Mag-7 Stocks Instead of Letting Go