Alphabet (Google) is deeply embedded in AI development and deployment through Google Cloud, infrastructure, and products like Gemini, benefiting from growing AI adoption.
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JP Morgan just dropped their top stock picks for 2026. These are the 4 I’m most bullish on and plan to add...
Jan 11, 2026
The creator reviews JP Morgan's top stock picks for 2026, identifying four companies he is most bullish on and plans to add to his portfolio: Arista Networks, Broadcom, Vertiv, and Alphabet (Google), all poised to benefit from the growth in AI and data center infrastructure.
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Vertiv supplies essential power and cooling systems for AI data centers, which are required for every new data center build.
Broadcom is a key player in AI infrastructure, building custom chips and networking hardware for large cloud customers.
Arista Networks is a leader in high-speed networking for cloud and AI data centers, essential for moving data quickly as AI advances.