the recent decline has affecte

the recent decline has affected most major tech stocks. Market participants reviewing opportunities might look at differences in recent price resilience, cash flow trends, and fundamental growth rates, while also considering long-term thematic investments such as AI infrastructure and energy supply.

Mag 7 Declines: Who is Attractive to Add Right Now?

The Magnificent 7 sold off in unison, reigniting debate over where to add exposure. Meanwhile, a longer-term power shift is taking shape. In May 2025, former President Donald Trump signed an executive order calling for construction of 10 large nuclear plants by 2030. To meet surging AI data center power demand, Alphabet, Amazon, Meta Platforms, and Microsoft are investing billions to restart aging reactors, upgrade capacity, and deploy next-gen nuclear technology. After the Mag 7 pullback, which names look most attractive to add right now?

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