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Additional Reading from MarketBeat.com
3 Stocks Leading the Charge in the Agentic AI EraAuthor: 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 has a name: the Agentic Era. It marks a shift from AI as a tool you interact with to AI as an autonomous agent that works on your behalf, and it's already reshaping how the world's largest technology companies position themselves. For investors paying attention, the companies best placed to lead this era 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 represent 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 merely 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 experiments to production-scale deployments. The relationship with Anthropic is the clearest signal of where this is headed. Amazon announced on April 20 that it will invest up to an additional $25 billion in Anthropic, on top of $8 billion previously 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. Anthropic's annualized revenue run rate reportedly surged from $9 billion in December 2025 to $30 billion by early April 2026, with roughly 60% of its cloud spending flowing through AWS. Thus, much of the inference for Claude, 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 in the enterprise software space. Agentforce, the company's autonomous AI agent platform, is not merely a feature added to existing products — it's a change in how enterprise software operates, replacing manual workflows with AI agents that can handle customer service, data analysis, and complex multi-step business processes without human intervention. Salesforce has now 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 strong signal that the board views the current valuation as attractive. Most 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, like many prominent software names, is in a downtrend. For long-term investors, the gap between the stock's performance and the underlying momentum in Agentforce adoption could present 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 that can manage complex individual and business operations at scale. Google's positioning could not be more advantageous: 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 match. 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 announced 8th-generation TPUs, with dedicated chips for training and inference, help ensure the infrastructure layer keeps pace with demand. Alphabet reported Q1 2026 earnings on April 29; the consensus earnings-per-share estimate had been $2.45. Earlier, on April 27, the stock hit a fresh all-time high of $353.18 and closed at $350.34. Despite being up roughly 12% recently, analysts still see further upside. The stock carries a Moderate Buy consensus rating, with the average price target implying about 5% upside. |
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