Magnificent-7 Stocks: Alphabet’s TPUs and Amazon’s AI Push Set Stage for 2026 Dominance
Alphabet (GOOGL) emerges as the frontrunner among the Magnificent-7 stocks, fueled by its proprietary tensor processing units (TPUs). Analysts highlight Google Cloud's infrastructure advantage and potential revenue upside from external TPU sales, with reported deals involving Anthropic and Meta. The chips, critical for AI workloads, position Alphabet as a dark horse in the semiconductor arena.
Amazon (AMZN) gains bullish momentum ahead of peak holiday spending, with Wall Street revising targets upward. Beyond e-commerce, its AI investments—particularly in cloud infrastructure and large language models—mirror Alphabet's strategic playbook. The fourth-quarter retail surge could provide capital for deeper tech bets.