{
  "id": 926392,
  "title": "The best tech stocks to invest in now",
  "url": "https://urgent.news/2026/08/14/las-mejores-tecnologicas-para-invertir-ahora",
  "topic": "business",
  "section": "Business",
  "published": "2026-08-14T22:11:48.000Z",
  "source": {
    "name": "Expansion ES",
    "slug": "expansion-es",
    "url": "https://www.expansion.com/mercados/2026/08/15/6a7f52a1e5fdea22638b459b.html"
  },
  "original_language": "es",
  "account": "Note: Quotation and analysis data updated as of today. Nvidia expects its results among the most recommended values in a two-speed sector where Amazon and Microsoft are monetizing their AI investment and there are more doubts with Apple and Meta. The financial market has left behind the phase of expectations of artificial intelligence (AI) to enter what analysts call \"the era of execution\". The valuation filter has changed. It is no longer enough to promise the future; the market severely discriminates between those capable of converting investment into real profits and those still dependent on projections. The increase in US bond yields - the 30-year Treasury bond exceeded 5% - forces tech companies to justify every dollar invested with tangible cash flow. The pressure has shifted to financing. \"The results of the Big Five (Microsoft, Alphabet, Amazon, Meta, and Apple) confirm the turning point of the cycle and shift the pressure from business to financing of the largest capacity expansion in recent business history,\" warns Pedro Santa Cruz, director of Freedom24 Iberia. The expert explains that for two years, the market valued these companies by the volume of what they invested, and now it starts to ask for returns. \"The railroad changed the economy of the 19th century and ruined much of those who financed it. When capital is directed simultaneously to the same site, part of it is misallocated by construction, even if the destination is correct,\" Santa Cruz warns. The market has started to separate those who invest heavily from those who can demonstrate that such investment generates revenue, margins, and cash, points out Fernando Carrasco, an expert at Loyal Capital Advisors. After the quarterly results, analysts review their valuations of tech companies, and, pending Nvidia's figures on August 26, they praise the large tech company with the most expert backing. They are followed by Amazon and Microsoft, which have demonstrated that billions of dollars invested in AI are already starting to translate into more demand for their AWS and Azure products, followed by lesser-known companies like Broadcom. In a year where Sandisk, Micron Technology, and Dell shine on the stock exchange, soaring more than 200% since January, experts trust that the three will extend their journey. There are more doubts about Apple, which recalled that it is not enough to be one of the world's largest companies and has blamed its lack of AI strategy and overly high expectations. Meta is also moving at another speed, which, although it shows solid growth, generates doubts about how long it will take to make profitable the enormous investment effort, and Alphabet. It is one of the most bullish values this year among the seven magnificent, with a 20.77% rise, and has a revaluation potential of 35%. Pending its results at the end of the month, it is a clear buy for more than 96% of the firms that follow the company. It continues to be the undisputed leader in the provision of critical infrastructure. Experts highlight its income generation capacity, which in the last quarter reached $81.6 billion with gross margins close to 75%. These are extraordinary businesses, but their quotations demand almost perfect execution. The online trading company offers a difficult-to-match combination of leadership in cloud computing, logistical automation, digital advertising, and e-commerce, providing multiple growth engines for the coming years. Amazon has over 95% buy recommendations and a potential upside of around 25%, added to the 14.29% it recorded in 2026. It has an absolute dominance in the cloud with AWS, which is accelerating for the fifth quarter with operating margins close to 39%. \"It is not only an infrastructure provider but is also integrating AI to structurally transform its margins in logistics through automation with over a million robots. In addition, it has exceptional demand visibility, with much of its capacity for 2027 and 2028 already booked,\" explains Manuel Pinto of XTB. The latest results showed that the enormous investments made in infrastructure are starting to translate into an acceleration of growth and an improvement in the profitability of the cloud business. The main debate remains the strong increase in capital expenditure. Amazon expects to invest around $220 billion in infrastructure, a figure that has pressured free cash flow and temporarily increased debt. However, the company continues to generate high operating cash. It is a value recommended by nearly 90% of investment firms, which consider it to be trading at an unjustified discount. Although its high capital expenditure generates doubts, Esther Gutiérrez de la Torre, an analyst at Bankinter, advises buying and gives it a potential of 19%, up to $704. She highlights that AI is already dynamizing its advertising revenue by improving content individualization and already generates annualized revenue of $75 billion, demonstrating that Meta uses AI to improve the profitability of its core business while exploring the monetization of WhatsApp. \"It combines a core business that continues to accelerate with several growth sources that are still in an early phase of monetization,\" they point out at XTB. Experts point out that artificial intelligence is already having a direct impact on those results. The new recommendation systems improve content and ad selection, increase application usage time, and raise advertiser conversion rates. With over 94% buy recommendations and a revaluation potential of 14%, Microsoft stands out. It is the...",
  "summary": "Nvidia expects its results among the most recommended stocks in a two-speed sector where Amazon and Microsoft are monetizing their AI investment and there are more doubts with Apple and Meta.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}