Here is an AI-generated presentation on the same topic. I think those charts are particularly good.
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I think this is a pretty interesting comparison and point regarding the Russell and the Magnificent Seven 
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Here is a tweet about giant companies and AI stuff - the topic is approached through money flows and CAPEX 
https://x.com/DividendTalks/status/2029678370720456724
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There is a lot of talk about a tech bubble. I don’t know what it’s based on. These aren’t bubble multiples, except for Tesla. Especially the PEG ratio, which relates the P/E ratio to the projected EPS growth rate, is quite low for many.
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The tweet below highlights how Big Tech is currently investing record sums into AI infrastructure and data centers to secure their dominance in the digital AI future.
This year, investments are already climbing to over $650 billion. Apple is the exception, as it relies on its devices’ own “local computing power” instead of massive cloud services.
Word has it that this historic shift will determine whether AI will be dominated by cloud giants or by intelligence operating directly on our phones. It is about building a new, massive foundation for the entire digital economy, which everyone will use.
https://x.com/StockSavvyShay/status/2025252586174259638
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All or almost all companies at the top change from time to time On the other hand, as has been noted on the Forum, we are not in a situation like the IT bubble.
https://x.com/LeverageShares/status/2042584148565467239
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I checked the consensus forecasts. Only minor changes. There is still strong confidence in good growth for most. I added AMD because I think it belongs in the group. What other companies could be included in the comparison?
Share prices have been rising for most recently.
Especially those with a PEG below 1 are interesting.
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Big Tech started off strong. Quite impressive growth figures for companies of this size. And profitability hasn’t weakened either; on the contrary.
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Here is an updated version of the Mag7 and the challengers. I added Apple and Tesla, as well as forecasts for those that haven’t released their reports yet. AMD reports next week, Nvidia at the end of May, and Micron and Broadcom in early June.
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One more time on capex and AI
To put this differently, each company is projected to spend nearly as much in 2026 as they did in the previous 2 years combined, or more.
And it’s only just accelerating… 
https://x.com/KobeissiLetter/status/2050587103927394547
EDIT:
I’ll also add this tweet showing the “cash reserves” of these giant companies
https://x.com/patientinvestor/status/2050625290863264152
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Mag7+ updated. Changes in earnings forecasts were minor in both directions. Only AMD’s figures were raised more significantly.
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I wrote a bit of a status update on the Mag7+ companies for Piksu
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Game over. Both lost. The victory went to AI-6G and smart networks a’la Nokia. Sorry.