Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?

Buy or Sell · Jul 16, 2026 · 18m

Are the hyperscalers all hype? Or are investors hopes well placed?

We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.

Stocks Mentioned:

Alphabet (NASDAQ: GOOGL)

Meta Platforms (NASDAQ: META)

Amazon (NASDAQ: AMZN)

Microsoft (NASDAQ: MSFT)

Chapters:

00:00 Introduction

00:55 Alphabet: Buy Despite Spending

03:23 Meta: Monetization Debate

07:51 Amazon's Massive AI Bet

09:42 Can Hyperscalers Keep Winning?

11:57 Compute vs Models Debate

13:39 Microsoft's AI Crossroads

———

Thanks to bitcoin.com.au for sponsoring Buy or Sell.

To claim your new…