Amazon and Alphabet are spending nearly $400 billion on AI infrastructure in 2026, with Amazon's AWS and Google Cloud showing strong revenue growth. Amazon uses a partner model hosting multiple AI models, while Alphabet builds vertically integrated AI systems. Both companies aim to convert this massive investment into free cash flow by 2027, but Alphabet's integrated approach and current profitability give it an edge. The market will watch AWS margins and Alphabet's ability to sustain growth as AI spending impacts profits in coming years.
As of Sep 21, 2026 18:13 WIB, Amazon (AMZN) trades at USD 255.49 with a 1-day gain of 0.70%, while Alphabet (GOOGL) is priced at USD 351.40, up 0.53% on the day. Amazon's market cap stands at $2.74 trillion compared to Alphabet's $4.25 trillion, reflecting Alphabet's larger scale in the media sector. Notably, Alphabet offers a dividend yield of 0.25%, adding an income aspect to its growth profile on Pluang.
Nvidia's stock is projected by ChatGPT to trade around $240 by October 2026, driven by robust demand for AI infrastructure and high GPU utilization. Analysts are optimistic about Nvidia's next-generation Rubin platform and continued spending from maj...
The iShares Russell Top 200 Growth ETF (IWY), heavily weighted in tech giants like Nvidia, Microsoft, and Amazon, is trading at multi-year low valuations despite strong earnings growth prospects fueled by AI demand. This creates an attractive buying ...
Oracle's stock fell 3% to $145.79, extending its year-to-date decline to 24%, while major cloud competitors Microsoft and Amazon showed little movement. The drop is attributed to investor worries about Oracle's financing plans and rising debt costs r...
Amazon Web Services has introduced Amazon Connect Talent, an AI-driven hiring solution that conducts interviews around the clock to accelerate high-volume recruitment. The AI agents analyze job requirements, schedule and conduct voice interviews, and...
Amazon's AWS segment achieved its fastest growth in 18 quarters with a 37% year-over-year revenue increase to $42.23 billion, driven by strong AI investments and custom silicon adoption. Despite heavy capital expenditures causing free cash flow to tu...
