Yahoo Finance reported that CNBC commentator Jim Cramer previously believed the "Magnificent Seven" stocks were undervalued. However, Lo Toney, a partner at Plexo Capital, pointed out in a program aired on September 8 that AI capital expenditures are causing divergence in performance within the "Magnificent Seven." NVIDIA, as a chip supplier, has led the "Magnificent Seven" with a 20% year-to-date stock price increase. In contrast, Google (Alphabet), Microsoft, and Amazon, which have invested massive capital in building AI factories, have all seen their stock performance lag behind the S&P 500 index. Meta's free cash flow also dropped from $8.55 billion to $784 million, due to its commitment of hundreds of billions of dollars in AI factory capital expenditures.