As the artificial-intelligence boom enters its fourth year, investors are keeping their eye on Big Tech's massive spending and monetization plans. According to JPMorgan, two “Magnificent Seven” stocks are shaping up to be the best way to play the next leg of the trade: Alphabet and Amazon.com.

Amazon's more-than-$35 billion India commitment through 2030 is a full‑stack bet on AI infrastructure, logistics density, and export flywheels that could shift both its growth mix and narrative. The plan channels capital into AWS data centers, localized AI services, fulfillment and transportation assets, and programs to digitize millions of Indian SMEs and boost e‑commerce exports toward an $80 billion target, effectively expanding Amazon's high‑margin services and advertising opportunity in a structurally high‑growth market.

Amazon.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever.

Wall Street has leaned heavily on mega cap dominance. That could be changing.

Amazon is seeing great operating leverage in its e-commerce business. Walmart is the more defensively positioned retailer given its role as the largest grocer in the U.S. Amazon has the cheaper stock.

Baker Avenue Asset Management LP lowered its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 0.8% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 298,296 shares of the e-commerce giant's stock after selling 2,411 shares during the quarter. Amazon.com makes up approximately 1.9% of

Cerity Partners LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 2.1% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 4,315,439 shares of the e-commerce giant's stock after purchasing an additional 89,738 shares during the period. Amazon.com makes up approximately 1.7% of Cerity Partners LLC's

Dnca Finance grew its position in Amazon.com, Inc. (NASDAQ: AMZN) by 4.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 138,850 shares of the e-commerce giant's stock after buying an additional 5,474 shares during the period. Amazon.com accounts for approximately

Daner Wealth Management LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to the company in its most recent filing with the SEC. The fund bought 4,707 shares of the e-commerce giant's stock, valued at approximately $1,042,000. Amazon.com accounts for about 0.7% of Daner Wealth Management LLC's investment

Quarterly-filed Form 13Fs offer investors a way to track the buying and selling activity of Wall Street's brightest money managers. Billionaire Bill Ackman has piled into a company whose addressable market can 10X by 2033.