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This Month's Featured Article
3 Stocks Leading the Charge in the Agentic AI EraWritten by Ryan Hasson. Date Posted: 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: Have $500? Invest in Elon’s AI Masterplan
The next phase of the AI revolution — the Agentic Era — is already reshaping how the world's largest technology companies are positioning themselves. The shift from AI you interact with to AI that acts autonomously on your behalf is underway, and the firms best positioned to lead it are 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, and together they offer some of the clearest 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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If you're making investment decisions based on what you're hearing in the news, Wiggin argues you could be working with an incomplete picture. Read Addison Wiggin's full breakdown of the real Iran story
Amazon isn't just participating in the agentic AI era; it's building the infrastructure 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 more than $100 billion on AWS over the next decade and secured up to 5 gigawatts of Trainium compute capacity. According to several reports, Anthropic's annualized revenue rose from $9 billion in December 2025 to roughly $30 billion by early April 2026, with about 60% of its cloud spending flowing through AWS. Consequently, much of the 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 more than a feature added to existing products — it's a rethink of how enterprise software operates. Agentforce replaces manual workflows with AI agents that can handle customer-service tasks, 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 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 strong signal the board views the current valuation as attractive. This week, Salesforce and Google Cloud announced an expanded partnership enabling 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, mirroring other prominent software names. For long-term investors, that disconnect between share 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 centered on the shift to AI agents — autonomous systems that manage complex individual and business operations at scale. Google's positioning is distinctive: it controls custom AI silicon, frontier models, a hyperscale cloud platform, and an enterprise productivity suite used by billions. That vertical integration creates cost and performance advantages that rivals will find hard 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, aim to ensure the infrastructure layer keeps pace with demand. Alphabet reported Q1 2026 earnings on April 29, with the consensus earnings-per-share estimate at $2.45. On April 27, the stock hit a fresh all-time high of $353.18 and closed at $350.34. Despite being up about 12%, analysts still see additional upside. The stock carries a Moderate Buy consensus rating, with a price target implying roughly 5% upside. |
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