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Top Investors Flood Amazon, Alphabet, Microsoft as AI Spending Soars

5/11/2026

38 6 Full Breakdown

Summary

Story summary

Stanley Druckenmiller bought more than 437,000 Amazon shares and a smaller stake in Alphabet.
Cathie Wood invested roughly $72 million in Amazon during a single Friday session.
Jim Cramer purchased Microsoft, Alphabet and Amazon shares and said AI infrastructure stocks are still a buy.
Morgan Stanley forecasts AI infrastructure spending of $805 billion in 2026 and $1 trillion in 2027.

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Story summary

Stanley Druckenmiller bought more than 437,000 Amazon shares and a smaller stake in Alphabet.
Cathie Wood invested roughly $72 million in Amazon during a single Friday session.
Jim Cramer purchased Microsoft, Alphabet and Amazon shares and said AI infrastructure stocks are still a buy.
Morgan Stanley forecasts AI infrastructure spending of $805 billion in 2026 and $1 trillion in 2027.