Billionaire Philippe Laffont Bullish on Six AI Stocks for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Portfolio Analysis: Billionaire Philippe Laffont's Coatue Management has approximately one-third (32.2%) of its portfolio in six AI stocks, including Meta, Microsoft, and Amazon, indicating strong confidence in the AI sector's potential for outstanding performance in 2026.
- Infrastructure Demand: Nvidia reported in its Q3 earnings that it is sold out of cloud GPUs, highlighting the insatiable demand for graphics processing units, which will drive growth for related companies like Taiwan Semiconductor, further solidifying their market positions.
- Capital Expenditure Outlook: Global data center capital expenditures are expected to reach $600 billion by 2025 and could rise to $3 trillion to $4 trillion by 2030, providing immense growth potential for companies like Nvidia and Taiwan Semiconductor, especially as their stock prices are currently below historical highs.
- Cloud Computing Platform Advantage: The substantial investments by Meta, Microsoft, Amazon, and Alphabet in AI computing capacity, despite high capital expenditures, will ensure they maintain a competitive edge in the market, particularly as generative AI workloads become increasingly prevalent.
AMZN
$232.52+Infinity%1D
Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.71 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
43 Analyst Rating
40 Buy
3 Hold
0 Sell
Strong Buy
Current: 232.380
Low
250.00
Averages
294.71
High
340.00
Current: 232.380
Low
250.00
Averages
294.71
High
340.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
