Currently, just three U.S. companies are worth at least $3 trillion: Nvidia, Microsoft, and Apple. But certain Wall Street analysts expect Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) to join the list within 12 months.
Amazon and Alphabet are two of the three largest public clouds, meaning they are ideally positioned to benefit from demand for artificial intelligence services. But that is only one part of the investment thesis. Here’s what investors should know.
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