2025 was a solid year, and valuations aren't cheap, yet there is still significant upside left in these three AI leaders.2025 is nearly over, and despite the strong year, many investors are biting their fingernails over the prospects for 2026. Will the artificial intelligence (AI) boom continue despite talks of a bubble and debt investors recently balking at funding large-scale data centers? Whom will President Donald Trump pick as the new Federal Reserve chair, and will the new nominee be independent?Short ...

Amazon, Meta Platforms, and Broadcom could all hit $3 trillion market caps next year.Currently, four companies have market caps above $3 trillion: Nvidia (NVDA +3.93%), Apple (AAPL +0.17%), Alphabet (GOOGL +1.55%) (GOOG +1.60%), and Microsoft (MSFT +0.22%). By the end of next year, that number is likely to rise to seven.Let's look at three stocks that could hit the $3 trillion mark in 2026. 1. AmazonWith a $2.4 billion market cap, Amazon (AMZN +0.21%) is the best-positioned company to join the exclusive clu ...

Alphabet Inc. (NASDAQ:GOOGL) is among the 14 Best S&P 500 Stocks to Buy Now. According to a Reuters report on Wednesday, Google is working with Meta to make its AI chips better suited to running PyTorch, in a bid to challenge Nvidia’s dominance in the market. Alphabet Inc. (GOOGL) and Meta Working Together To Challenge Nvidia's Market Dominance: Report Google The initiative, called TorchTPU, aims to position Google’s Tensor Processing Units (TPUs) as an alternative to the chipmaker’s Graphics Processing ...

Key Points AMD is looking to carve a niche in the inference market. Broadcom has a massive opportunity with custom AI chips. The stocks trade at similar valuations. 10 stocks we like better than Advanced Micro Devices › Two of the top semiconductor companies looking to eat into Nvidia's (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance are Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD). Both stocks have performed well in 2025, led by AMD, which is up more than ...

Nvidia and Alphabet look like solid buys heading into the new year.If you've got $10,000 to invest and are looking for some growth stocks to hold for the long term, splitting it between a couple of top artificial intelligence (AI) stocks can be a good idea. This is a bit of an aggressive strategy, although AI leaders have been leading the market higher for the past few years.Let's look at two AI stocks to invest in now for the long term. NvidiaNvidia (NVDA +1.87%) is the king of AI infrastructure, as its gr ...

Hedge fund Coatue Management sold 14% of its Nvidia stake during the third quarter.About halfway through every quarter, any institutional investment fund that manages more than $100 million is required to file a Form 13F with the Securities and Exchange Commission (SEC), documenting all the stocks that it bought and sold during the prior quarter.One such firm that I monitor closely is Coatue Management, founded by Philippe Laffont. During the third quarter, Coatue reduced its position in Nvidia (NVDA +1.87% ...

公司AI战略与市场地位 - 公司拥有领先的大型语言模型和多样化的AI产品与服务 [1] - 公司通过推出AI Overview和AI Mode等应对竞争，付费点击加速增长，第三季度销售额同比增长16% [5] - 谷歌搜索仍为核心业务，市场份额约90%，但公司业务还包括YouTube、Android、Waymo自动驾驶等，提供多元化增长动力 [6][8] AI产品与服务的增长动力 - 谷歌云平台是客户使用生成式AI的关键，第三季度云服务收入同比增长34%，增长加速表明AI机会正吸引更多客户 [7] - 公司最新的LLM Gemini 3被多个排行榜评为当前最佳，拥有6.5亿活跃用户，公司正利用其强大的用户基础实现服务货币化 [7] - 公司设计自己的AI加速器芯片TPU，用于训练和驱动其LLM，并与Nvidia GPU结合使用，TPU专为深度学习设计，与Nvidia的通用GPU形成对比 [8][10] 基础设施与合作伙伴关系 - 公司广泛可靠的基础设施是其技术栈的基石和关键差异化因素 [9] - 公司与开发热门Claude LLM的Anthropic达成关键合作伙伴关系，并传闻正与Meta洽谈供应芯片 [10] - TPU为公司在AI开发中带来优势，尤其是随着LLM变得更复杂，需要更多此类处理能力 [10] 资本支出与未来展望 - 管理层告知投资者，预计2025年资本支出将在910亿至930亿美元之间，高于此前850亿美元的预测，并计划在2026年“显著增加”资本支出 [11] - 巨额投资的效果已显现，包括云增长加速、付费点击加速和整体销售额提升，这些趋势在明年可能进一步改善 [3][11] - 如果2025年是扩张之年，2026年可能是这些公司投资开始显现成果的一年，届时公司可能成为大赢家 [3] 行业背景与竞争格局 - 人工智能正在显著改变世界，主要超大规模云供应商正投资数千亿美元以把握趋势 [2] - 亚马逊、Meta Platforms和公司等都在发展强大的AI业务，而英伟达和博通等公司则提供支持该技术的硬件基础设施关键部分 [2] - 当前的LLM类型三年前通过OpenAI的ChatGPT向公众推出，但公司多年来已使用类似技术驱动其谷歌搜索引擎，ChatGPT的发布改变了AI格局并引发了新的LLM竞赛 [4]

Philippe Laffont's hedge fund, Coatue Management, is shifting its bets on the AI trend.Within 45 days of the end of each quarter, every institutional investor managing over $100 million is required to file a Form 13F with the Securities and Exchange Commission (SEC). These filings itemize which stocks they bought and sold during that quarter. This provides everyday investors with a glimpse -- though a delayed one -- into what the "smart money" on Wall Street is doing.During the third quarter, Philippe Laffo ...

Alphabet has invested in several space companies.Alphabet (GOOGL 3.22%) (GOOG 3.16%) is best known for Google, which is the most dominant search engine on the planet. Google commands an approximate 90% market share in search, in large part due to the distribution advantages it has. The company owns both the world's leading web browser in Chrome and the No. 1 smartphone operating system in Android.Alphabet also has a search revenue-sharing deal with Apple to be the default search on all its devices. This ess ...

Warren Buffett's Berkshire Hathaway bought stock in Google-parent Alphabet during the third quarter.Warren Buffett's Berkshire Hathaway (BRK.A 1.29%) (BRK.B 1.17%) had about $267 billion invested across 41 U.S. stocks as of the third quarter. Those totals changed very little from the previous quarter, but Buffett (and his fellow investment managers) made some trades worth exploring:Berkshire sold 41.7 million shares of Apple (AAPL +0.34%). it remains the largest holding at 21% of the portfolio, but Buffett ...