Alphabet-A (GOOGL)

The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.

The leading AI lab may be feeling the pressure from competition.

Amazon and Alphabet are soaring to all-time highs while Microsoft remains down big in 2026.

Don't overthink the AI spending spree.

The AI build-out is driving many stocks higher.

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

Nvidia's shareholders should be celebrating.

Alphabet is ramping capital spending to unprecedented levels, but investors are largely shrugging because earnings and Cloud momentum are strong enough to absorb the hit and still deliver double‑digit growth.

Massive AI infrastructure spending is driving revenues and profits higher across multiple industries.

This innovator has built a broad portfolio of market-leading products and investments.

One of these tech giants posted accelerating growth and expanding margins -- and didn't need to commit hundreds of billions to AI infrastructure to do it.

Nvidia could be a $6 trillion company before 2026 is over.

They may suffer the occasional knee-jerk setback. By and large, though, investors understand these companies are capable of standing up to almost any challenge.

A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.

Reddit reported its 2026 first-quarter earnings call, followed by a conference call with management.

Apple, Google, Amazon, Sandisk were winners. Fed's Powell is sticking around.

Meta, Microsoft, Amazon, and Google all just reported, and the market reaction may be a gift for long-term investors.

Meta stock tumbled on rising infrastructure spending, but investors are missing the bigger picture.

A bombshell WSJ report just exposed missed targets and internal turmoil at OpenAI, and the timing could not be worse for Meta, Amazon, Google, and Microsoft earnings.

Meta has major AI ambitions -- and is investing heavily to accomplish them.

This quartet of brand-name companies invested in Anthropic in 2023.

The Oracle of Omaha significantly pared down a dual-industry leader for a company whose balance sheet and operating prospects may be even more rock-solid.