Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia. Continue \u00bb<\/a><\/p>\n Image source: Getty Images.<\/p>\n 1. Amazon<\/p>\n Amazon is Anthropic’s largest corporate backer. It has committed roughly $33 billion to the AI lab, with a pledge to invest tens of billions more, giving it a stake<\/a> worth well over $100 billion.<\/p>\n The relationship runs deeper than money, too. Anthropic has agreed to spend more than $100 billion on Amazon Web Services and Amazon’s own Trainium chips, turning the AI leader into an anchor customer for Amazon’s most profitable division. So $500 here buys you a slice of Anthropic ahead of its debut, plus a stake in a company that dominates cloud computing, e-commerce, and advertising.<\/p>\n 2. Alphabet<\/p>\n Alphabet owns roughly 14% of Anthropic, a stake worth around $135 billion at recent valuations, and Anthropic has committed to spending about $200 billion on Google Cloud over five years. On top of Anthropic exposure, you get Google Search, YouTube, and the Gemini AI models, a collection of businesses generating enormous cash while weaving AI throughout. For $500, that is a lot of quality wrapped around a stake in the AI front-runner.<\/p>\n The catch worth naming<\/p>\n I would keep expectations grounded. As large as these Anthropic stakes are in dollar terms, they are still modest compared with the multitrillion-dollar market caps of Amazon and Alphabet, so Anthropic alone will not transform either stock overnight.<\/p>\n A chunk of the eye-catching “AI profits” both have reported lately comes from marking up the paper value of those stakes, not from selling more products, and those marks can reverse if sentiment sours. There is also a circular quality here, since both companies invest in Anthropic, and Anthropic spends that money right back on their clouds. And Anthropic itself is still burning cash.<\/p>\n If you have $500 and want a stake in Anthropic before it goes public, splitting it between Amazon and Alphabet is a smart way to do it. You capture upside from two of the AI lab’s biggest owners while owning dominant, cash-generating businesses worth holding on their own.<\/p>\n My honest advice is to buy each for the whole company first and treat the Anthropic stake as a valuable bonus. That way, you win whether the IPO dazzles or merely does fine.<\/p>\n Should you buy stock in Amazon right now?<\/p>\n Before you buy stock in Amazon, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and Amazon wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you\u2019d have $395,463!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,268,290!*<\/p>\n Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 927% \u2014 a market-crushing outperformance compared to 211% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of August 5, 2026. <\/p>\n Micah Zimmerman<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Amazon. The Motley Fool has a disclosure policy<\/a>.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"Key Points Amazon and Alphabet offer indirect exposure to Anthropic while also owning dominant, cash-generating businesses that can…\n","protected":false},"author":2,"featured_media":130216,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[145,1387,53,1320,1317,1316,1319,1318,1321,1310],"class_list":["post-130215","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-amazon-com-inc","tag-amzn","tag-anthropic","tag-futures","tag-index-market-quote","tag-index-market-quotes","tag-index-market-symbol","tag-index-market-symbols","tag-indices","tag-the-globe-and-mail"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/130215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=130215"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/130215\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/130216"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=130215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=130215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=130215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"An](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/06f4147f67c4de7b7adc02de5a33faab\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f881448%252fgettyimages-1345658982-1.jpg%26amp%3Bw%3D700\"\/)
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