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Source document· January 5, 2026

GOOGL, AMZN, and DASH: J.P. Morgan Picks the Top Internet Stocks to Buy for 2026

View original at finance.yahoo.com
GOOGL, AMZN, and DASH: J.P. Morgan Picks the Top Internet Stocks to Buy for 2026 The AI revolution set the tone in 2025 for digital companies and internet stocks alike…
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  • Amazon valuation is attractive, trading at ~24x 2027E GAAP EPS & ~31x 2027E FCF

    80% confidence

  • Gemini is leading AI leaderboards with Gemini 3.0 faster to deploy across Google products. The Gemini App is gaining share with 650M+ monthly active users

    80% confidence

  • Amazon's AWS growth will accelerate to +23% in 2026 vs +19% in 2025, which could prove conservative. This is driven by secular growth, workload/tech migrations, and AI contribution/partnerships.

    80% confidence

  • Amazon's free cash flow will double to $59B in 2026 even against AI-driven capex growth

    80% confidence

  • The internet sector has high potential for investors looking to run with the bulls in 2026, with AI once again the primary focus across the group

    80% confidence

  • DoorDash is expected to invest in Deliveroo and gain share in key markets like UK and France as the company drives stronger top-line growth

    80% confidence

  • DoorDash will continue to see strong trends in core business with focus on selection, quality, affordability and service levels driving better retention and order frequency

    80% confidence

  • Robust AI-driven demand will drive acceleration in Cloud growth into the 40's%+ range

    80% confidence

  • Concerns around DoorDash's re-platforming execution risk are likely overstated, and consensus has layered in costs but likely underestimates associated returns

    80% confidence

  • Alphabet is expected to sustain low-mid-teens% Search revenue growth off a large base, with AI Search proving expansionary by driving greater query volumes, improved click quality, and higher prices

    80% confidence
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Lo que estamos viendo
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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GOOGL, AMZN, and DASH: J.P. Morgan Picks the Top Internet Stocks to Buy for 2026 — Source | Via News | es.VIA.NEWS