HomeTechA.I.Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7

Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7

John Freeman expects the AI race to continue full speed in 2026. He points to ChatGPT as a sign of what's to come. As far as companies he believes to invest in now, John says Microsoft (MSFT) is better positioned compared to Alphabet (GOOGL). Similarly, Cory Johnson argues Google "cannibalizes AI" as the mega cap risks future profits on its search revenue. However, he makes a case for stocks tied to the data center buildout.

The Watch List

30 Dec 2025

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