Goldman's Internet Playbook: Ten Themes Driving US Tech Landscape 

We are nearing the tail end of the first quarter earnings season. Excluding Nvidia, which is scheduled to report next Wednesday, the rest of the Magnificent Seven delivered year-over-year EPS growth of 28% in Q1, far outpacing the 9% growth recorded by the remainder of the S&P 500. Mag7 also surpassed consensus earnings estimates by 16%, marking the largest earnings surprise for Apple (AAPL) Microsoft (MSFT) Alphabet (GOOGL / GOOG) Amazon (AMZN) Nvidia (NVDA)