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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.
This week, Ray Dalio explains why markets shrug off wars and why this time might be different. And, why are AI executives warning about the dangers of systems they are simultaneously racing to build?
Plus, China’s massive investments in energy infrastructure are increasingly shaping the global competition for artificial intelligence leadership and industrial power.
Later, can New York remain attractive to businesses and young workers while raising taxes to close a growing budget shortfall?
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