Yo, the Mag 7 recap is on fire. The CapEx angle is key—Google and Amazon showed strong earnings but blew up their capital spending, which sent Amazon tumbling ~10% while Google barely slipped after an initial 7% dip. Microsoft's big CapEx spike dragged its stock down 15% in the last two weeks, but Apple rode the opposite wave, rallying ~10%. Meta erased its recent gains, and Tesla got smashed, dropping below $400.
If you're eyeing a "buy zone", watch the stocks that've been punished the most (Amazon, Microsoft, Tesla) and see if the CapEx surge is a temporary hiccup or a sign of deeper issues. Google's resilience suggests it might be a safer play among the Mag 7 right now.
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