---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40303971.md"
description: "$Microsoft(MSFT.US), $Alphabet(GOOGL.US), and $Amazon(AMZN.US) — these three cloud giants' capex have all reached $200 billion. The primary market valuations of the two unlisted companies, OpenAI and Anthropic, are already very close to one trillion dollars. As long as AI continues to develop at a high speed, any pullback caused by concerns about demand, macro policies, or geopolitics is a good opportunity for rebalancing and enhancing returns."
datetime: "2026-04-29T23:05:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40303971.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40303971.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40303971.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $Microsoft(MSFT.US), $Alphabet(GOOGL.US), and $Ama…


### Related Stocks

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## Comments (2)

- **鱼蛋的交易员 · 2026-05-01T02:36:27.000Z**: Boss, what's your take on Microsoft? It's the only one that hasn't moved yet.
- **呼噜噜壮仔 · 2026-04-30T04:18:58.000Z**: Agreed. Looking at the high spending and strong year-on-year growth of the three major cloud providers, it's a plausible narrative that proves AI is still in a phase of rapid development at least until the end of the year. Any pullback is a new opportunity to increase gains. (For example, a piece of