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Friday's Featured Article
3 Stocks Leading the Charge in the Agentic AI EraBy Ryan Hasson. Originally Published: 4/28/2026. 
Key Points
- Amazon, Salesforce, and Alphabet are uniquely positioned to lead the phase of agentic AI.
- Amazon's expanded Anthropic partnership, Salesforce's 29,000 Agentforce deals, and Alphabet's vertical AI integration each signal strong agentic momentum.
- Salesforce shares are down nearly 31% year to date, while Alphabet and Amazon are trading near all-time highs.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
The next phase of the AI revolution has a name, and it is already reshaping how the world's largest technology companies position themselves. The shift from AI as a tool you interact with to AI as an agent that works autonomously on your behalf is being called the Agentic Era. For investors paying attention, the companies best positioned to lead it are already pulling ahead. Three names stand out: Amazon (NASDAQ: AMZN), Salesforce (NYSE: CRM), and Alphabet (NASDAQ: GOOGL). Each approaches the agentic opportunity from a different angle. Together, they represent some of the most compelling ways to invest in what could be the most transformative technology cycle since the internet. Amazon: The Infrastructure Layer for Every AI Agent
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Amazon is not just participating in the agentic AI era — it is building the infrastructure that much of the world will use to run it. AWS sits at the foundation of the AI agent stack, providing the compute, storage, and model-serving infrastructure enterprises rely on when they move from experimenting with AI to running it at production scale. The company's relationship with Anthropic is the clearest signal of where this is heading. Amazon announced on April 20 that it will invest up to an additional $25 billion in Anthropic, on top of the $8 billion already committed. In return, Anthropic has pledged to spend over $100 billion on AWS over the next decade and secured up to 5 gigawatts of Trainium compute capacity. Anthropic's annualized revenue reportedly surged from $9 billion in December 2025 to $30 billion by early April 2026, with close to 60% of its cloud spending flowing through AWS. So most Claude model inference, agent deployments, and enterprise workflows running on Anthropic's platform generate AWS revenue. Salesforce: The Agentic Enterprise PlatformSalesforce may be one of the purest plays on agentic AI within the enterprise software landscape. Agentforce, the company's autonomous AI agent platform, is not merely a feature added to existing products. It represents a change in how enterprise software operates, replacing manual workflows with AI agents that can handle customer-service resolution, data analysis, and complex multi-step business processes without human intervention. Salesforce has closed 29,000 Agentforce deals, a 50% sequential increase. Combined ARR from Agentforce and Data Cloud has reached $2.9 billion, up more than 200% year over year. Total Q4 revenue of $11.2 billion grew 12% year over year, and the company recently authorized a $25 billion share buyback — a sign the board views the current valuation as attractive. Recently, Salesforce and Google Cloud announced an expanded partnership that enables AI agents to run end-to-end workflows across both platforms, with Agentforce and Gemini serving as the intelligence layer in tools like Slack and Google Workspace. The stock is down about 30% year to date and has been trending lower alongside many other prominent software names. For long-term investors, the gap between the stock's performance and the fundamental momentum in Agentforce adoption could represent a meaningful opportunity. Alphabet: Owning the Full Agentic StackAlphabet made its agentic ambitions explicit at Google Cloud Next 2026. The conference emphasized the shift to AI agents — autonomous systems that manage complex individual and business operations at scale. Alphabet's positioning for that shift is unusually strong: it controls custom AI silicon, frontier models, a hyperscale cloud platform, and an enterprise productivity suite with billions of users. That vertical integration creates cost and performance advantages that rivals will find difficult to replicate. The Gemini Enterprise Agent Platform, unveiled at the conference, consolidates what was previously Vertex AI into a single end-to-end control plane for building, deploying, and orchestrating AI agents across the enterprise. The company's newly unveiled 8th-generation TPUs, with dedicated chips for training and inference, help ensure the infrastructure layer keeps pace with demand. Alphabet reported Q1 2026 results around April 29; consensus estimates at the time put EPS at about $2.45. On April 27 the stock hit a fresh all-time high of $353.18 and closed at a new high of $350.34. Despite already being up roughly 12%, analysts are still predicting further upside. The stock carries a Moderate Buy consensus rating, with price targets implying about 5% additional upside. |
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