Amazon, Alphabet, and Microsoft: Which 2 to Buy and Which 1 to Avoid
Key PointsTwo of these hyperscalers have developed their own custom AI chips and foundation models, and their shares trade at relatively reasonable valuations.
Amazon, Alphabet, and Microsoft all lead the tech industry, with each company incorporating artificial intelligence (AI) into various aspects of their operations. Amazon and Microsoft dominate the cloud infrastructure market, holding 28% and 20% market shares respectively, which positions them favorably in the AI sector. Alphabet, although third in the AI race with a 15% share, is a pioneer in AI software and will lead with its Google Gemini AI engine and Waymo's autonomous driving technology starting in 2027.
However, among these three tech giants, only Amazon and Alphabet appear to be good investment choices at the moment. Investors should consider adding shares of Amazon and Alphabet to their portfolios, but it's advised to avoid purchasing Microsoft at this time.
Written by urgent.news from Motley Fool's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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