Magnificent Seven Divergence Raises Stock-Specific Earnings Risk

Coverage says Magnificent Seven correlation is breaking down, making broad group moves less informative for short-term trades. Alphabet coverage highlights reported 100% Google Cloud revenue growth alongside $51.4 billion in quarterly CapEx, negative free cash flow, and post-market selling; verify the period and next-session price/volume reaction. Microsoft and Alphabet earnings Wednesday and Amazon earnings Thursday are potential volatility catalysts.