Tag GOOGL

While semiconductor giant Nvidia (NVDA) incited a broad-based market rally following its fourth-quarter earnings, which Magnificent Seven component stocks are the best positioned and the worst positioned coming off of earnings season? Laffer Tengler Investments CEO and CIO Nancy Tengler and Steven Glass, Pella Funds Management Managing Director and Investment Analyst, make the case for their preferred tech companies. "Clearly Nvidia is the winner, and will continue to win, I believe," Tengler states. "But Amazon (AMZN) has yet to recast its highs and it's a company that has done improved efficiency, growing the advertising business, cloud came in better than expected." Apple (AAPL) is "obviously... depending on services now. They are doing very well in services, but they had to justify that market cap. They don't seem to have a large pipeline of new products coming through," Glass explains. "It's just not growing and it does not justify its valuation given its growth profile." For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Luke Carberry Mogan...

The fund manager has decreased the value of some of his biggest holdings by as much as 16%...