NVDA blowout quarter, META's $27B AI deal, MSFT's $500 target, and where TSLA, AMZN, AAPL, and GOOGL stand right now. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
 | | | The Mag 7 are down 12% from their highs as a basket. But inside that number, the stories couldn't be more different. Nvidia just delivered one of the best quarters in semiconductor history. Meta signed a $27 billion AI deal. Microsoft is being rebuilt from the ground up around Azure. Here's where every name stands heading into the back half of March. | Stock | YTD | Past Month | Key Catalyst | | NVDA | -5.8% | -8.3% | Q4: $68.1B revenue, +73% YoY | | META | Positive | Mixed | $27B Nebius deal + Arm CPU partnership | | MSFT | -20.8% | -5.4% | BofA Buy reinstated, $500 target | | AMZN | Near flat | +3.2% | AWS Iran disruptions; Amazon Leo vs. Starlink | | TSLA | -14.2% | -4.2% | Europe +29%; Cybertruck Top Safety Pick+ | | AAPL | Mixed | Flat | Apple Business free; iOS 27 AI teased | | GOOGL | Mixed | Mixed | Antitrust suit vs. publishers dismissed | Read the Full Mag 7 Report › | | |
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