16 May 2026
Gabriel Shahin breaks down why mega caps look strong into Nvidia's (NVDA) earnings by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA) is one Mag 7 name that gives him a pause.
When it comes to Apple (AAPL), Gabriel sees the company's cautious AI strategy as a long-term tailwind. Segement originally aired Friday, May 15, 2026.
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