Mag 7 needs Q2 revenue growth in order to ‘justify’ massive capex


As the first full trading week of 2026’s second quarter kicks off, what will Wall Street investors be most focused on in Big Tech and Magnificent Seven stocks?

Argent Capital Management portfolio manager Jed Ellerbroek sits down with Yahoo Finance Markets and Data Editor Jared Blikre and Senior Reporter Brooke DiPalma to talk about the expectations from tech giants to justify their AI capex and monetization strategies.



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