The Motley Fool
15 Oct 2026, 21:41 UTC · 1h ago
Here Are the 3 Magnificent Seven Stocks I'd Buy Today
Impact · against what's priced in
The reported capex and cloud growth figures for Amazon and Alphabet are largely consistent with the high-growth infrastructure cycle the market is already monitoring, though they provide concrete evidence for the scale of investment required. For Nvidia, the confirmation of massive hyperscaler spending supports the bull case that the market currently refuses to price in.
- NVDA+0.30
Challenges what's priced in
- The price assumes
The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures through 2027
The combined $420 billion in expected 2026 data center capex from Amazon and Alphabet alone provides empirical support for the massive revenue projections the market currently declines to pay for.
What NVDA's price assumes · Sep 1
