Alphabet Eyes $122B SpaceX Windfall, Nvidia Holds #2 Mag7 Rank on AI Surge
Alphabet caps the week as a SpaceX IPO beneficiary with its 6.11% stake potentially worth $122.2B at a $2T valuation. The Mag7 narrative ignited April 14 with Melius' $380 Nvidia target (107% upside from $189) on GPU demand, progressing to Motley Fool's 'screaming buy' call amid a 6% pullback from highs after Q4 revenue of $68.1B (+73% YoY), FY $215.9B (+65% YoY), and $1T 2027 forecast. Nvidia secured #2 Mag7 buy ranking (23.9x fwd P/E, 79-85% growth) as peers like Apple gain tactical longs, framing dips as AI-fueled entry points.