Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

Alphabet’s blowout quarter (EPS $5.11 vs. $2.63 est., revenue $109.9B +22% YoY, Cloud +63%) reset the performance bar for the Mag 7, sending its stock up ~30% in a month. The article compares peers: NVIDIA posted massive growth (Q4 revenue $68.13B, Data Center $62.31B, guidance ~ $78B) and is seen as the only peer with a realistic shot to match Google’s scale; Microsoft is the closest operationally (Azure +40%, AI run-rate $37B, Intelligent Cloud +30%); Meta’s EPS beat was aided by an $8.03B tax benefit and shares fell on raised capex; Apple delivered steady, record iPhone and Services results but not Google-level surprise; Tesla’s metrics underwhelm versus the new benchmark. Market takeaway: Google’s quarter raises expectations for cloud/AI leaders and places near-term focus on NVIDIA’s next report.