This Artificial Intelligence (AI) Cloud Stock Has Crushed Amazon, Microsoft, and Google in 2026. It Can Continue Skyrocketing After 184% Gains
Key takeaways
- The three tech giants, which are members of the Magnificent Seven, were sitting on a combined order backlog of $1.45 trillion in the first quarter of 2026.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- While Amazon and Alphabet have gained 3% and 6% this year, Microsoft's stock has retreated 21%.
AMZN MSFT GOOGL NVDA Amazon, Microsoft, and Alphabet's Google have been experiencing strong demand for their artificial intelligence (AI)-focused cloud computing offerings, leading to significant increases in their backlogs and remaining performance obligations (RPO).
The three tech giants, which are members of the Magnificent Seven, were sitting on a combined order backlog of $1.45 trillion in the first quarter of 2026. This clearly indicates an incredible demand for running AI workloads in data centers. However, shares of Amazon, Microsoft, and Alphabet have struggled despite the massive contractual backlogs they carry.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »