Alphabet and Amazon have both seen their stock prices decline by approximately 13% this year, despite strong performance in their cloud divisions driven by AI demand. Google Cloud, part of Alphabet, reported a 48% growth rate in late 2025, outpacing Amazon's AWS, which grew 24%. Both tech giants are planning substantial capital expenditures in 2026 to further their AI initiatives and cloud expansion.
The AI infrastructure sector is attracting significant investment. CoreWeave secured an $8.5 billion investment-grade loan facility, a first for GPU infrastructure backed by an AI customer contract, to fund its rapid expansion. Nebius also made headlines with a $10 billion data center investment in Finland and an upgrade to its Aether platform. Nvidia's shares rose following a $2 billion investment and an expanded AI infrastructure partnership with Marvell Technology, reinforcing its role in AI data center development.
Beyond the major players, various AI-focused companies are making moves. Cross River, a banking infrastructure provider, raised $50 million to enhance its AI and cryptocurrency offerings, aiming to accelerate product launches and global expansion. BigBear.ai, an AI decision intelligence firm, resolved a financing issue and projects revenue growth for 2026, with analysts seeing potential for a 70% stock upside. Meanwhile, activist investor Palliser is targeting Ajinomoto, urging the company to capitalize more on its dominant market share in Ajinomoto Build-Up Film (ABF), a critical material for AI chips.
Despite the investment surge, some AI stocks face volatility. Rezolve AI experienced stock fluctuations due to broader economic concerns, even after exceeding revenue estimates. Venture capitalist Marc Andreessen attributes recent tech layoffs to rising interest rates and overhiring during the pandemic, rather than AI's impact, suggesting AI was not mature enough to cause such job cuts until recently. This perspective contrasts with the growing confidence in profitable AI infrastructure companies, which are seen as more stable investments compared to some data center startups.
Key Takeaways
- Alphabet and Amazon stocks both dropped about 13% this year, despite strong AI-driven cloud growth.
- Google Cloud grew 48% in late 2025, while Amazon's AWS grew 24%, both planning huge spending in 2026.
- CoreWeave secured an $8.5 billion investment-grade loan for GPU infrastructure, a first of its kind.
- Nebius announced a $10 billion data center investment in Finland and launched its Aether platform upgrade.
- Nvidia's stock rose following a $2 billion investment and an expanded AI infrastructure partnership with Marvell Technology.
- Cross River raised $50 million to expand its AI and cryptocurrency offerings.
- Activist fund Palliser is pushing Ajinomoto to increase prices for its critical AI chip insulation material, ABF.
- BigBear.ai resolved financing issues and projects 2026 revenue growth, with analysts seeing potential 70% stock upside.
- Marc Andreessen attributes recent tech layoffs to interest rates and overhiring, not AI.
- Profitable AI infrastructure companies are seen as more stable investments than some data center startups.
Alphabet vs. Amazon AI Stocks: Which is a Better Buy?
Tech stocks Alphabet and Amazon have both dropped about 13% this year. Amazon's cloud business, AWS, grew 24% in late 2025, driven by AI demand. Alphabet's Google Cloud grew even faster at 48%. Both companies plan huge spending in 2026. However, Alphabet's faster cloud growth and slightly lower price-to-earnings ratio make it a potentially better buy.
Alphabet vs. Amazon AI Stocks: Which is a Better Buy?
Tech stocks Alphabet and Amazon have both dropped about 13% this year. Amazon's cloud business, AWS, grew 24% in late 2025, driven by AI demand. Alphabet's Google Cloud grew even faster at 48%. Both companies plan huge spending in 2026. However, Alphabet's faster cloud growth and slightly lower price-to-earnings ratio make it a potentially better buy.
Alphabet vs. Amazon AI Stocks: Which is a Better Buy?
Both Alphabet and Amazon have seen their stock prices fall, despite their strong positions in artificial intelligence. Alphabet is integrating AI across its products, while Amazon uses AI in its AWS cloud services and e-commerce. Despite challenges, Alphabet's faster cloud growth and valuation may make it a more attractive investment right now.
Alphabet vs. Amazon AI Stocks: Which is a Better Buy?
Tech stocks Alphabet and Amazon have both dropped about 13% this year. Amazon's cloud business, AWS, grew 24% in late 2025, driven by AI demand. Alphabet's Google Cloud grew even faster at 48%. Both companies plan huge spending in 2026. However, Alphabet's faster cloud growth and slightly lower price-to-earnings ratio make it a potentially better buy.
CoreWeave secures $8.5 Billion AI infrastructure loan
CoreWeave has secured an $8.5 billion investment-grade loan facility to fund its GPU infrastructure. This loan, rated A3 by Moody's and A (low) by DBRS, is the first of its kind for GPU infrastructure tied to an AI customer contract. The funding will help lower CoreWeave's costs and support its rapid expansion in the AI infrastructure market.
CoreWeave and Nebius stocks rally on AI financing news
AI infrastructure companies CoreWeave and Nebius saw their stocks rise after significant financing and platform news. CoreWeave closed an $8.5 billion investment-grade loan, the first for GPU-backed financing. Nebius launched its Aether platform upgrade and announced a $10 billion data center investment in Finland. These developments signal growing institutional confidence in the AI infrastructure sector.
CoreWeave and Nebius stocks rally on AI financing news
AI infrastructure companies CoreWeave and Nebius saw their stocks rise after significant financing and platform news. CoreWeave closed an $8.5 billion investment-grade loan, the first for GPU-backed financing. Nebius launched its Aether platform upgrade and announced a $10 billion data center investment in Finland. These developments signal growing institutional confidence in the AI infrastructure sector.
Wall Street adjusts Amazon stock targets on AWS AI trends
Amazon's stock is being re-evaluated by Wall Street as AWS growth accelerates due to AI demand. While Amazon plans significant capital spending for 2026, its growing advertising business provides a strong profit driver. Analysts are focused on whether this increased spending will yield strong returns, with an average target price suggesting 40% upside.
BigBear.ai stock could see 70% upside
BigBear.ai, an AI decision intelligence company, has seen its stock fall 46% this year. However, the company has resolved a major financing issue and is guiding for revenue growth in 2026. If BigBear.ai can improve its margins and convert bookings to revenue, analysts see a potential 70% upside for the stock.
Activist investor targets Ajinomoto over AI chip materials
Activist fund Palliser has taken a stake in Ajinomoto, known for its MSG product, and is pushing for higher prices on its chip insulation material, Ajinomoto Build-Up Film (ABF). Palliser believes Ajinomoto is not fully capitalizing on the AI boom with its dominant market share in this critical semiconductor component. Ajinomoto shares saw a slight dip following the report.
Marc Andreessen: Layoffs caused by interest rates and overhiring, not AI
Venture capitalist Marc Andreessen argues that current layoffs, particularly in tech, are due to rising interest rates and excessive hiring during the COVID-19 pandemic, not artificial intelligence. He believes companies are overstaffed and using AI as an excuse. Andreessen states that AI was not advanced enough until recently to cause these job cuts.
Cross River raises $50 Million for AI and Crypto expansion
Cross River, a banking infrastructure provider, has raised $50 million to boost its AI and cryptocurrency offerings. The funding will accelerate product launches, strengthen partnerships, and support international expansion. Cross River's strategy combines lending, payments, and crypto infrastructure with an AI layer for compliance and risk management.
3 AI Stocks for Cautious Investors
For investors seeking AI growth with less risk, focusing on companies providing essential infrastructure and services is key. These 'picks and shovels' plays offer a more stable way to invest in AI compared to betting on unproven applications. The article highlights three stocks that balance AI exposure with strong fundamentals and market positions.
Rezolve AI stock volatile amid economic concerns
Rezolve AI's stock experienced significant volatility after releasing its 2025 financial results. Despite exceeding revenue estimates and improving its net loss, concerns about the U.S. economy and potential recession are impacting the stock. Investors are cautious due to the company's ongoing losses and the broader economic uncertainty affecting AI stocks.
Profitable AI Infrastructure Stocks Outperform Startups
Infrastructure companies like MasTec, Vertiv, and nVent Electric are presented as better investments than data center startups like CoreWeave. These profitable companies have strong backlogs and sustainable business models, unlike CoreWeave which faces significant debt and high spending plans. MasTec, Vertiv, and nVent are highlighted for their strong revenue growth and profitability in the AI infrastructure sector.
Nvidia stock rises on Marvell AI partnership
Nvidia shares increased after announcing a $2 billion investment and expanded AI infrastructure partnership with Marvell Technology. This deal is seen as a positive catalyst for AI demand in networking and custom chip development. The partnership reinforces Nvidia's central role in AI data center buildouts and broadens the demand narrative beyond GPUs.
Sources
- Alphabet vs. Amazon: Both AI Stocks Have Been Hammered, but One Looks Like a Better Buy Now
- Alphabet vs. Amazon: Both AI Stocks Have Been Hammered, but One Looks Like a Better Buy Now
- Alphabet vs. Amazon: Both AI Stocks Have Been Hammered, but One Looks Like a Better Buy Now
- Alphabet vs. Amazon: Both AI Stocks Have Been Hammered, but One Looks Like a Better Buy Now
- CoreWeave Secures Investment-Grade AI Infrastructure Loan Facility
- CoreWeave Surges 8%, Nebius Gains 7%: AI Infrastructure Stocks Rally on Landmark Financing and Platform News
- CoreWeave Surges 8%, Nebius Gains 7%: AI Infrastructure Stocks Rally on Landmark Financing and Platform News
- Wall Street resets Amazon stock price targets on AWS AI trends
- Wall Street sees 70% upside for this beaten-down AI stock
- Activist Palliser Targets MSG Maker Ajinomoto in AI Value Hunt
- Higher Interest Rates And Covid Over-hiring Causing Layoffs, Not AI: Marc Andreessen
- Cross River Raises $50 Million to Expand Further Into AI, Crypto
- Want AI Growth With Limited Risk? 3 Smart Stocks for Cautious Investors.
- Why Rezolve AI Stock Is Volatile Today
- Forget CoreWeave. 3 Profitable AI Stocks That Don't Burn $30B a Year
- Stock Market Today, March 31: Nvidia Rises on $2 Billion Marvell AI Infrastructure Partnership
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