Don't overthink the AI spending spree.

My Top 5 Stocks to Buy in May

01:12am, Sunday, 03'rd May 2026
The AI build-out is driving many stocks higher.
Google Cloud grew 63% in the first quarter, well ahead of Microsoft Azure's 40% and AWS's 28%. Google Cloud's backlog nearly doubled in three months to over $460 billion.
Nvidia's shareholders should be celebrating.
Alphabet's Google delivered a stunning Q1 CY26 result, with Google Cloud revenue surging 63% y/y to $20B and backlog nearly doubling to $460B. Google's multi-dimensional enterprise AI strategy—spann
The communication services sector is a concentration bet dressed up as diversification.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) led the first wave of AI enthusiasm with its powerful GPUs.
For nearly 60 years, investors have measured themselves against one benchmark: Warren Buffett.
Alphabet (NASDAQ: GOOGL) is closing in on semiconductor giant Nvidia (NASDAQ: NVDA) in the race to become the world's most valuable public company, with the valuation gap narrowing to under $200 billi
Google's first-quarter earnings report reflected its position as an artificial-intelligence winner — and as a savvy investor.
Weekly Market HighlightsWeekly breadth was moderately positive with 4,963 advancers versus 4,504 decliners, including 918 stocks up more than 10% and 855 stock

Mag 7 Just Committed $710 Billion To AI Capex

12:00am, Saturday, 02'nd May 2026
Apple beat at $111.2B with a $100B buyback. Meta got hit.
Alphabet's revenue growth has accelerated for five consecutive quarters. Except for Google Network business, which is increasingly irrelevant, every part of the Alphabet business is humming right now.
Combining the actual results for the 6 Magnificent 7 members that have reported already with estimates for Nvidia, total Q1 earnings for the group are expected to be up +45.7% from the same period las
The Google Photos wardrobe feature uses AI to scan your camera roll and create a digital version of your closet.
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