It's fair to say the world's biggest stocks are quietly putting the "magnificent" back in their Mag 7 moniker.

Against the backdrop of an ever-escalating AI arms race, the Mag 7 are posting record revenues and record capex, but which ones are well-placed for this brave new world, and which could fall behind?

In this bumper Mag 7 special of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Investment Partners and Joseph Ziller from Ziller Funds Management to give big calls on the biggest companies in the world.