Compute stocks and the search for market leaders beyond the Magnificent Seven
A September 22 commentary ranks Apple and Nvidia as the group’s top 2026 performers but credits other chipmakers with driving the S&P 500’s rise.
TLDR
A September 22 post puts Apple’s 2026 gain at 25% and Nvidia’s at 21%, with Tesla the only Magnificent Seven stock down for the year, at 17%. The author argues that other semiconductor stocks are driving the S&P 500’s gains and wonders whether the seven tech giants will regain market leadership heading into 2027.
A separate September 21 post makes the case for compute stocks, citing McKinsey’s projection of a data-center buildout worth $7 trillion by 2030 and promoting six stocks as potential beneficiaries.
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