Joel South
Wed, May 6, 2026 astatine 7:00 AM CDT 5 min read
Quick Read
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Alphabet (GOOGL) acceptable a caller Mag 7 benchmark with a 94% EPS astonishment to $5.11, gross of $109.9B (+22% YoY), and Google Cloud maturation of 63%, portion Microsoft (MSFT) came closest among peers with Azure up 40% and AI gross of $37B (+123% YoY), and NVIDIA (NVDA) matched connected maturation with gross of $68.13B (+73% YoY) and Data Center up 75%.
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NVIDIA is positioned arsenic the lone different Mag 7 institution with a realistic changeable astatine matching Google’s show barroom successful 2026, arsenic AI infrastructure request accelerates and hyperscalers contention to standard generative AI capabilities.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Apple wasn't 1 of them. Get them present FREE.
Alphabet (NASDAQ:GOOGL) conscionable rewrote what a Mag 7 4th is expected to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with gross of $109.90B (+22% YoY) and Google Cloud maturation of 63%. The banal has rallied 30% successful the past month, validating the report. That is the bar. Below, we number down the 5 remaining Mag 7 names whose astir caller quarters came closest to clearing it.
Spoiler: None afloat matched the trifecta of header beat, maturation and unreality acceleration, but a fewer got wrong shouting distance.
5. Tesla
Tesla (NASDAQ:TSLA)'s Q1 looked coagulated connected the aboveground and bladed underneath. Non-GAAP EPS of 41 cents bushed the 35-cent estimation by 14%, and gross of $22.387 cardinal squeaked past by 0%, increasing 16% YoY. Auto gross borderline expanded impressively to 21% from 16%, and FSD subscriptions deed 1.28 cardinal (+51%). The problem: nett income of conscionable $477 cardinal (+17%) and vigor gross down 12%. With a P/E astir 389x, this is execution priced for perfection. It misses Google's barroom connected each magnitude that matters.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Apple wasn't 1 of them. Get them present FREE.
4. Apple
Apple (NASDAQ:AAPL) delivered a clean, boring beat. EPS of $2.01 vs $1.94 estimated, the eighth consecutive beat. Revenue deed $111.184 billion, up 17% YoY, with iPhone gross of $56.994 cardinal mounting a March 4th grounds and Services hitting an all-time precocious of $30.976 billion. CEO Tim Cook called it "our champion March 4th ever" with double-digit maturation crossed each geographic segment. Capital instrumentality continued via a 4% dividend hike and a caller $100 cardinal buyback. But a 3.61% astonishment and 17% growth, nevertheless reliable, isn't Google-level greatness. Steady execution alternatively than spectacular.
3. Meta
Meta (NASDAQ:META) posted the loudest headline. EPS of $10.44 vs $6.66 estimated, a 57% astonishment and the 5th consecutive beat, with gross of $56.311 billion, up 33% YoY. The catch: an $8.03 cardinal taxation payment added $3.13 per share, doing astir of the dense lifting. The marketplace punished the raised 2026 capex usher of $125 to $145 billion, and shares are down 10% connected the week. CEO Mark Zuckerberg framed it arsenic "a milestone 4th with beardown momentum crossed our apps and the merchandise of our archetypal exemplary from Meta Superintelligence Labs." Strong fundamentals, but the EPS trophy has an asterisk.

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