Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026
Key takeaways
- Adria Cimino, The Motley Fool Sun, May 10, 2026 at 11:35 PM GMT+7 5 min read AMZN ^GSPC GOOG MSFT META Technology stocks, specifically the Magnificent Seven, powered the S&P 500 higher over the past three years.
- This year represents a key moment in the story as major tech companies pour investment into infrastructure build-out -- not to serve anticipated demand, but instead to keep up with current customer commitments.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
Adria Cimino, The Motley Fool Sun, May 10, 2026 at 11:35 PM GMT+7 5 min read AMZN ^GSPC GOOG MSFT META Technology stocks, specifically the Magnificent Seven, powered the S&P 500 higher over the past three years. And though investors rotated out of some of these players earlier this year, that move may have been temporary. It s important to remember that the artificial intelligence (AI) story that drove the gains in recent years is far from over. In fact, it may just be getting started as AI today makes its way from the research lab into real-world applications.
This year represents a key moment in the story as major tech companies pour investment into infrastructure build-out -- not to serve anticipated demand, but instead to keep up with current customer commitments. Tech giants Amazon (NASDAQ: AMZN), Alphabet, Microsoft, and Meta Platforms plan on spending almost $700 billion on this ramp-up in 2026.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »