Why Alphabet and Amazon could be two of the best AI stocks next year
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Why Alphabet and Amazon could be two of the best AI stocks next yearListen(4 min)Listen(4 min)As the artificial-intelligence boom enters its fourth year, investors are keeping their eye on Big Tech’s massive spending and monetization plans. According to JPMorgan, two “Magnificent Seven” stocks are shaping up to be the best way to play the next leg of the trade: Alphabet and Amazon.com.JPMorgan believes that AI spending in 2026 will break new records, with over $400 billion spent between Alphabet GOOGL GOOG, Amazon AMZN and Meta Platforms META. Among those names, Alphabet and Amazon are poised to deliver the best return on investment, analyst Doug Anmuth wrote in a Friday report, arguing that the capital expenditures will pay off with accelerating cloud growth and expanding margins.About the AuthorChristine Ji is a reporter covering Big Tech.Copyright © 2025 MarketWatch, Inc. All rights reserved.