A Yahoo Finance article argues that an overlooked, low‑priced Magnificent Seven stock could become the biggest winner in the trillion‑dollar AI race
Executive summary: A Yahoo Finance article published on 12 Sep 2026 highlights a low‑priced Magnificent Seven stock (excluding Nvidia and Micron) that it argues could be the biggest winner in the trillion‑dollar AI race. The piece suggests that investors may re‑allocate capital toward undervalued large‑cap tech stocks to gain AI exposure, potentially shifting relative valuations within the Magnificent Seven group.
Who is involved: The article references Nvidia and Micron as points of contrast and discusses the broader Magnificent Seven cohort (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla) and the analysts/investors making the case.
Likely next: Market participants may scrutinize the valuations of the remaining Magnificent Seven members for AI‑driven upside, while analysts could publish further case studies on AI‑linked stock opportunities.
The piece highlights a dirt‑cheap member of the Magnificent Seven group (excluding Nvidia and Micron) as a potential top beneficiary of expanding AI spending. It frames the stock as a contrarian pick that could capture outsized gains if AI‑related revenue growth accelerates across the sector. While the article is optimistic, it offers no concrete financial targets or timelines, leaving the thesis dependent on future AI‑driven earnings momentum.
What's next — scenarios
Base: moderate AI-driven upside (45%)
Stock price rises 15‑20% vs peers over the next 12 months.
- Steady AI capex guidance from Magnificent Seven firms
- No major AI‑related regulatory setbacks
Upside: stock becomes leading AI winner (35%)
Stock price doubles within 18 months as AI‑related revenue exceeds 30% of total.
- Breakthrough AI product launch from the company
- AI‑related revenue surpasses 30% of total revenue
Downside: thesis fails, stock lags (20%)
Stock underperforms peers, flat or down 10% over 12 months.
- AI spending slows across major tech firms
- Competitive setbacks in core business
Timeline
- — Not Nvidia. Not Micron. This Dirt Cheap “Magnificent Seven” Stock Could Be the Biggest Winner of the Trillion-Dollar AI Race – Here’s the Case. (Yahoo Finance)
Analysis — what this means
Sectors affected
- Autonomous driving
- Telecom tower leasing
- AI observability
- AI large language models
Historical parallels
- Nvidia announced a 2 GW AI infrastructure project in Australia on 12 Sep 2026
- Nvidia may invest up to $10 billion in Anthropic’s IPO, reported on 12 Sep 2026
Key entities
Sources
- Not Nvidia. Not Micron. This Dirt Cheap “Magnificent Seven” Stock Could Be the Biggest Winner of the Trillion-Dollar AI Race – Here’s the Case. — Yahoo Finance
Related cases
- Nvidia's 2 GW AI infrastructure push in Australia strengthens its lead in AI chip supply and data‑center capacity
- Nvidia eyes massive $10 billion stake in Anthropic's landmark $2.3 trillion IPO
- Nvidia may take a multi‑billion‑dollar stake in Anthropic’s upcoming IPO
- Micron grants massive bonuses to Taiwanese workforce to avert strikes and secure production
- Nvidia partners with Australian data center providers to deliver up to 2 GW of AI infrastructure by 2027
- Nvidia’s inaugural year‑ahead forecast signals a trajectory that could overtake Apple and Alphabet