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

    80% confidence

  • Amazon valuation is attractive, trading at ~24x 2027E GAAP EPS & ~31x 2027E FCF

    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

  • 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

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

    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

  • 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

  • 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
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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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