Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss Meta and Microsoft’s earnings reports, the best MAg 7 stock to buy now, Hidden Gems earning highlights, and maibag: buy single stocks or bet on several companies in the same industry? Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE. Host — Tyler Crowe; Guests — Matt Frankel, Lou Whiteman.

Guests: Matt Frankel,Lou Whiteman

Published: Sat 1 August 2026