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Further Reading from MarketBeat.com 2 Tech Giants Holding Their Ground While the Market SlidesBy Ryan Hasson. Originally Published: 3/19/2026. 
Key Points - Despite a broad market selloff, Alphabet and NVIDIA have demonstrated impressive strength, holding key support while most of their peers have broken down.
- Alphabet has outperformed every other Magnificent Seven stock over the past year, driven by impressive growth across its portfolio.
- NVIDIA has its highest-ever consensus price target of $274, implying 50% upside, while institutions have poured $386 billion into the stock over the past 12 months.
- Special Report: Elon Musk already made me a "wealthy man"
It's been a rough year for equities, but not all mega-cap technology stocks have behaved the same. While the broader market sits negative year-to-date (YTD) and the technology sector, represented by the State Street Technology Select Sector SPDR Fund (NYSEARCA: XLK), is down more than 3% this year, a couple of the largest tech companies in the world have shown impressive relative strength. That resilience amid fear, headline risk and uncertainty makes these two names particularly noteworthy. If the broader market firms up and reclaims key moving averages in the coming weeks, they could be among the first to break higher. Alphabet: The Quiet Leader of the Magnificent Seven Over the last 12 months, Alphabet (NASDAQ: GOOGL) has outperformed every other Magnificent Seven stock, surging more than 90%. While the stock is roughly flat year-to-date, that is still enough to outperform many of its mega-cap peers as well as the broader technology sector and market. That relative strength is visible on the chart: Alphabet has spent several months consolidating above the key $300 support level, holding a bullish pattern and remaining one of the few mega-cap technology stocks to maintain its higher-timeframe position while others have broken down. San Francisco is the strangest city in America right now—you can hop into a self-driving car and be chauffeured by a robot, but out the window you see addicts slumped in doorways, open-air drug markets, the mentally ill screaming at the sky, and entire city blocks consumed by homeless encampments. It's ground-zero for the most disruptive technological forces of our age, and Erez lives in the Bay Area plugged into the capital, the connections, and the companies reshaping the world—the advancements in AI, blockchain, computing, and biosciences are unlike anything the world has seen before, and a tsunami of disruption is coming for everything all at once. During our most recent broadcast, we exposed what we're calling the most asymmetric opportunity of our careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn't priced in—it's one of those rare situations Warren Buffett would describe as raining gold when all you have to do is step outside if you want to get rich. Watch the broadcast before the window closes now The outperformance is no accident. It stems from consistent fundamental execution: consecutive quarterly earnings beats, resilient Search growth, accelerating momentum in Google Cloud, expanding profitability and visible leadership in artificial intelligence. In its most recent report, issued in February, Alphabet posted fourth-quarter and full-year 2025 results that topped expectations across the board and marked a milestone—surpassing $400 billion in annual revenue for the first time in company history. It was the third consecutive quarter in which Alphabet exceeded both earnings and revenue expectations. Google Cloud again stood out as the primary growth driver, with fourth-quarter cloud revenue reaching $17.66 billion, up 48% year over year and well ahead of the $16.18 billion consensus estimate. Analyst sentiment reflects that strength. Of the 51 analysts covering the stock, 46 rate it a Buy, producing a consensus Moderate Buy. The consensus price target of $367 implies nearly 20% upside from current levels. NVIDIA: The Most Watched Consolidation in the Market NVIDIA (NASDAQ: NVDA) has been the second-best-performing Magnificent Seven stock year-to-date and the third-best over the past year. The more compelling story, however, is what has unfolded over the past month: while the broader market declined more than 1.5% and many of NVIDIA's peers slipped, the stock held firmly above key longer-term support. NVDA has been consolidating above $170, forming one of the market's most closely watched technical setups. The next major inflection point is the $200 resistance level. With the bull flag tightening and relative strength on display, a broader market recovery could be the catalyst that triggers a breakout. Analyst sentiment remains overwhelmingly bullish. Based on 53 analysts, NVIDIA carries a consensus Buy rating, and the consensus price target has reached $274, implying roughly 50% upside potential. This is the highest consensus price target on record. Despite the stock's incredible run—up more than 600% over the past three years—institutions remain aggressive buyers. Over the past 12 months, $386 billion flowed into the stock versus $114 billion in outflows. In Q4 2025 alone, institutional purchases totaled $152 billion against $36 billion in outflows, a strong signal that major investors are not stepping away. | 
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