TradingKey – As we enter the week of August 31, the Magnificent Seven have highly diverse positions. Nvidia has altered expectations for AI infrastructure, and Alphabet, Microsoft, and Amazon have noticed a spike in demand for their cloud services. Meanwhile, Meta is beginning to monetize AI through advertising. Apple has a CEO transition and Tesla has continued dependence on the execution of autonomy, respectively. For the week of August 31, Alphabet has the strongest balance of growth and quality of earnings with an AI exposure compared to Nvidia, which is the pure AI growth leader.
1. Alphabet: Best Overall Risk-Reward
For Alphabet, AI has begun to propel several segments of its business. Revenue for the second quarter was reported at…






