Big Tech's capital expenditure plans for 2026 are stacking up to roughly $600 billion across the four hyperscalers, and Wall Street wants receipts.
One is ahead in the race to be a leading AI company.
Amazon's Andy Jassy recently offered clues about what lies ahead.
Amazon's massive retail arm has formalized its AI approach in 6 internal engineering tenets. The list emphasizes a pragmatic approach that balances speed, cost, and control.
I think two other companies would be much better members of the Magnificent Seven.

Why This Week Could Be Huge For AI Stocks

01:30am, Tuesday, 28'th Apr 2026
AI stocks jumped in the wake of strong earnings reports this week. Most of the "Magnificent Seven" will report earnings this week.
SpaceX is seeking a valuation of up to $2 trillion, the technology company would have a price-to-sales ratio of more than 100. Amazon, through Leo, is the closest competitor to Starlink, the source of
It wouldn't be a terrible idea to invest in both.
A few of the big cloud players, namely Alphabet, Microsoft, and Amazon, are all reporting this week. Their cloud results will be a key driver behind sentiment post-earnings, with the market regularly
AMD and Amazon look poised to continue to lead the Nasdaq higher.
The mantra on Wall Street these days: Keep calm and carry on buying tech.
John Freeman and Ron Westfall discuss Apple (APPL), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT) as all Mag 7 giants ready for earnings this week. Both remain wary on A

Where Will Amazon Stock Be in 5 Years?

04:15pm, Monday, 27'th Apr 2026
What comes next for this diversified technology giant?
In my view, $15B in Amazon.com, Inc.'s AWS AI services ARR is not enough to justify a $200B FY26 CapEx plan. At least, not yet. I want to see AWS AI services ARR increase significantly over the next f
GOOGL gears up for Q1'26 earnings as AI Mode and Gemini 3 boost Search engagement and Cloud demand, while valuation looks stretched.
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