Yahoo Financeยท2025-11-25 17:27Group 1 - Nvidia and Alphabet are currently the only two stocks outperforming the S&P 500 among the "Magnificent Seven" technology stocks in 2025 [1] - Tesla ranks last in a ranking of the "Magnificent Seven" stocks for 2026, followed by Apple, indicating they are not recommended for purchase at this time [2] - Amazon is positioned as a decent but not high-conviction buy for 2026, marking a turning point in its evaluation [2] Group 2 - Amazon's cloud computing segment, Amazon Web Services (AWS), showed impressive results in its latest earnings report, alleviating concerns over its slower growth compared to competitors like Microsoft Azure and Google Cloud [4] - AWS is crucial for Amazon's cash flow and profitability, compensating for weaker performance in other segments, but this dependence limits Amazon's overall ranking among the "Magnificent Seven" [5] - In contrast, Microsoft has a diversified business model that includes a profitable software segment and a growing gaming portfolio, allowing it to sustain growth even if cloud computing slows [6] Group 3 - Alphabet's Google Search remains a strong performer, with growth supported by the integration of AI through its Gemini assistant, alongside other segments like YouTube and Google Cloud, contributing to its balanced growth profile [7] - Amazon's lack of balance compared to other "Magnificent Seven" companies is noted, although AWS's value should not be underestimated [8] - Amazon's shareholder dilution is a concern, as stock-based compensation exceeds stock buybacks [8]