Meta Platforms, Alphabet, and Netflix are top picks for investors seeking shelter from the Middle East conflict due to their digital advertising and software platforms. Meta reported $56 billion in revenue, a 33% increase from year-ago levels, while Alphabet's revenue rose 22% year over year to $110 billion. Netflix's revenue rose by 16% to just over $12 billion.
Broadcom and Alphabet are top picks for long-term investors in the generative AI market. Broadcom's sales of custom AI accelerators are soaring, and the company is growing rapidly. Alphabet's AI capabilities are refining its core business and setting it apart from other software companies.
Goldman Sachs believes the AI software sell-off was overdone, and two software companies poised to bounce back are Figma and Atlassian. Figma's sales soared 41% year over year to $1.1 billion, driven by new customers. Alphabet's Google Cloud revenue rose 63% year over year to $20 billion, and Google Search posted its best growth in years.
Meta Platforms stock has lost about 9% of its value since the company's latest earnings report due to high AI capital expenditures and lack of a must-have AI product. Unlike Google Gemini, Meta has yet to launch a popular AI product. AMD fell 5.3% ahead of its Q1 earnings report as HSBC warned the stock would give up gains.
Baldwin Group will deploy Anthropic's Claude AI across its entire organization to automate tasks and provide real-time insights. The company has already made significant investments in AI and machine learning technologies. Baldwin Group shares climbed 6% in pre-market trading after the company announced an expanded partnership with Anthropic.
Key Takeaways
• Meta Platforms, Alphabet, and Netflix are top AI stocks to shelter wealth from the Middle East conflict.• Broadcom and Alphabet are top picks for long-term investors in the generative AI market.
• Goldman Sachs believes the AI software sell-off was overdone, and Figma and Atlassian are poised to bounce back.
• Alphabet's Google Cloud revenue rose 63% year over year to $20 billion.
• Meta Platforms stock has lost 9% of its value since the latest earnings report due to high AI capital expenditures.
• Baldwin Group will deploy Anthropic's Claude AI firm-wide to automate tasks and provide real-time insights.
• AMD fell 5.3% ahead of its Q1 earnings report as HSBC warned the stock would give up gains.
• Coles CEO predicts AI agents will handle 20-30% of online orders in five years.
• Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects.
• TSMC and UMC are two Taiwanese stocks with strong AI exposure.
Top AI Stocks to Shelter Your Wealth From Middle East Conflict
The conflict in the Middle East has added uncertainty for investors. Meta Platforms, Alphabet, and Netflix are top AI stocks that can shelter wealth due to their digital advertising and software platforms. These companies have shown growth and have energy sources outside of the Middle East. Meta reported $56 billion in revenue, rising 33% from year-ago levels. Alphabet's revenue rose 22% year over year to $110 billion. Netflix's revenue rose by 16% to just over $12 billion.
AI Stocks to Buy Amid Middle East Conflict
Meta Platforms, Alphabet, and Netflix are top picks for investors seeking shelter from the Middle East conflict. These companies are primarily digital ad companies with growth potential. Meta's advertising business continues to grow rapidly, while Alphabet's move into AI relies mostly on localized energy sources. Netflix's content production, streaming, and advertising are not heavily reliant on the Middle East.
Top 2 Generative AI Stocks for Long-Term Investors
Broadcom and Alphabet are top picks for long-term investors in the generative AI market. Broadcom's sales of custom AI accelerators are soaring, and the company is growing rapidly. Alphabet is still one of the best all-around plays on the booming AI market. Analysts expect Broadcom's revenue and adjusted earnings to grow significantly.
Top 2 Generative AI Stocks for Long-Term Investors
Broadcom and Alphabet are top picks for long-term investors in the generative AI market. Broadcom's custom AI accelerators are in high demand, and the company is growing rapidly. Alphabet's AI capabilities are refining its core business and setting it apart from other software companies.
Goldman Sachs Says AI Software Sell-Off Was Overdone
Goldman Sachs believes the AI software sell-off was overdone, and two software companies poised to bounce back are Figma and Atlassian. Both companies are seeing strong adoption of their AI products and double-digit year-over-year sales growth. Figma's sales soared 41% year over year to $1.1 billion, driven by new customers.
Alphabet Just Showed Why It's a Top AI Stock to Buy Right Now
Alphabet's Google Cloud revenue rose 63% year over year, and Google Search posted its best growth in years. The company's revenue grew at a 22% year-over-year pace, showcasing its monster comeback. Alphabet's stock has more than doubled in the past year.
Alphabet Just Showed Why It's a Top AI Stock to Buy Right Now
Alphabet's Google Cloud revenue rose 63% year over year to $20 billion, and Google Search business rose 19% year over year. The company's revenue grew at a 22% year-over-year pace, showcasing its monster comeback.
This Major Tech Stock Could Be the Biggest Loser From AI
Meta Platforms stock has lost about 9% of its value since the company's latest earnings report. Meta risks falling behind in the AI race due to its high AI capital expenditures and lack of a must-have AI product. Unlike Google Gemini, Meta has yet to launch a popular AI product.
AMD falls 5% ahead of earnings
AMD fell 5.3% ahead of its Q1 earnings report as HSBC warned the stock would give up gains. Oracle surged 4.9% after Wedbush initiated coverage with an Outperform rating backed by a $553 billion AI cloud backlog.
HSBC Downgrades AMD to Hold
HSBC downgraded AMD to Hold, citing a stretched valuation after a 77% rally. AMD's stock has already priced in much of the positive news heading into earnings. The analyst raised its price target to $340 from $335.
Baldwin Group to deploy Anthropic's Claude AI firm-wide
Baldwin Group will deploy Anthropic's Claude AI across its entire organization to automate tasks and provide real-time insights. The company has already made significant investments in AI and machine learning technologies.
Baldwin Group shares gain on Anthropic AI partnership
Baldwin Group shares climbed 6% in pre-market trading after the company announced an expanded partnership with Anthropic. The company will deploy Anthropic's AI assistant, Claude, across its entire organization.
Artificial Intelligence Stocks To Keep An Eye On
SoundHound AI, Hut 8, and BigBear.ai are three AI stocks to watch today. These companies are at the forefront of the AI revolution and are worth keeping an eye on.
Blackstone’s Jon Gray Sees AI Creating ‘Huge Boom’ in Blue Collar Jobs
Jon Gray said the boom in artificial intelligence will lead to a surge in blue-collar employment. QTS, a data-center operator backed by Blackstone, will have 40,000 people working on job sites around the country by the end of the year.
Coles CEO Leah Weckert predicts AI agents will handle 30 per cent of online orders in five years
Coles CEO Leah Weckert predicts AI agents will handle 20-30% of online orders in five years. The supermarket's online sales are surging, and AI threatens to create a new revolution in the way we shop.
AI boom outshines geopolitics as analyst sees 7% more upside for U.S. stocks
The AI boom has been driving gains for U.S. stocks despite uncertainty from the U.S.-Iran war. An analyst projects a further 7-8% gain for Wall Street by the end of this year.
AITX to Present at LD Micro Invitational XVI
AITX will present at the 16th Annual LD Micro Invitational at the Luxe Sunset Boulevard Hotel in Los Angeles on May 18th and 19th, 2026. The company's CEO will present on Monday, May 18, 2026, at 3:00 PM PT.
Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects.
Two Taiwanese Stocks With Strong AI Exposure, According To Bernstein
Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) and United Microelectronics Corp. (UMC) are two Taiwanese stocks with strong AI exposure. Both companies have been actively involved in AI research and development.
Sources
- 3 AI Stocks to Buy to Shelter Your Wealth From Conflict in the Middle East
- 3 AI Stocks to Buy to Shelter Your Wealth From Conflict in the Middle East
- My Top 2 Generative AI Stocks for Long-Term Investors for May 2026
- My Top 2 Generative AI Stocks for Long-Term Investors for May 2026
- Goldman Sachs Says the Artificial Intelligence (AI) Software Sell-Off Was Overdone. Here Are the Best Growth Stocks to Buy Now.
- Alphabet Just Showed Why It's a Top AI Stock to Buy Right Now
- Alphabet Just Showed Why It's a Top AI Stock to Buy Right Now
- This Major Tech Stock Could Be the Biggest Loser From AI
- AMD falls 5% ahead of Tuesday earnings as Oracle surges on $553B AI cloud backlog, S&P -0.41%
- HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?
- Baldwin Group to deploy Anthropic’s Claude AI firm-wide
- Baldwin Group shares gain on Anthropic AI partnership
- Artificial Intelligence Stocks To Keep An Eye On
- Blackstone’s Jon Gray Sees AI Creating ‘Huge Boom’ in Blue Collar Jobs
- Coles CEO Leah Weckert predicts AI agents will handle 30 per cent of online orders in five years
- AI boom outshines geopolitics as analyst sees 7% more upside for U.S. stocks
- AITX to Present at LD Micro Invitational XVI
- Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
- Two Taiwanese Stocks With Strong AI Exposure, According To Bernstein
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