CNBCยท2025-07-01 23:04Core Viewpoint - Three megacap tech companies, Microsoft, Nvidia, and Meta, have achieved all-time highs in the first half of the year, outperforming their peers in the "Magnificent Seven" group [1] Group 1: Microsoft - Microsoft initially disappointed Wall Street in January with lower-than-expected growth in its Azure cloud business [2] - By the end of April, Microsoft reported a 33% growth in its cloud segment, exceeding expectations and contributing to its stock reaching new highs [2] Group 2: Nvidia - Nvidia faced challenges at the beginning of the year due to concerns over competition from Chinese startup DeepSeek and a decline in stock price following U.S. government restrictions on sales to China [3] - The stock rebounded significantly in the following months, driven by semiconductor superiority and strong demand from hyperscalers, indicating that the company's fundamentals remained strong [3] Group 3: Meta - Meta's stock performance was initially affected by the broader decline in growth stocks at the start of the year [3] - In April, Meta reported quarterly earnings that significantly exceeded estimates, showcasing the strength of its advertising capabilities [3]