Amazon's most recent quarter showed double-digit growth in retail, ads, and cloud. Both Amazon and Alibaba have seen a reacceleration in their cloud businesses.

Nvidia and Taiwan Semiconductor are top picks in the AI hardware sector. Amazon and MercadoLibre are building e-commerce empires.

Amazon's stock underperformed the market last year, but looks poised to rally in 2026. The company is seeing strong operating leverage in its e-commerce operations and revenue growth acceleration at AWS.

Sirius XM is struggling to drive sustainable subscriber and revenue growth. This top tech stock benefits immensely from the AI trend as its cloud segment thrives.

Agentic AI can change how companies perform operations and how individuals access information.

For the past two years, the stock market narrative has been dominated by a single theme: infrastructure. Investors watched as major technology companies poured hundreds of billions of dollars into data centers and graphics processing units (GPUs).

Wall Street is increasingly focused on how Amazon.com, Inc. (NASDAQ: AMZN) can turn improving AI execution at Amazon Web Services' into renewed stock momentum in 2026.

Amazon stock and Meta underperformed the S&P 500 last year but could rally in 2026, analysts said.

While Amazon stock (NASDAQ: AMZN) gained 5% in 2025, the stock notably underperformed the broader S&P 500, which climbed 16% over the same period. However, momentum has shifted in 2026; the stock has seen a strong start to the year, rising 7% year-to-date.