Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTTipRanksFri, July 17, 2026 at 7:53 PM GMT+2 10 min readAI is no longer just an emerging technology. In just a few years, it has become one of the biggest forces shaping how people search for information, shop online, create content, and get work done. Since ChatGPT brought generative AI into the mainstream, businesses have been racing to weave AI into their products, while consumers continue finding new ways to use it in everyday life.TipRanks Welcomes a New ETF – NYSE:RANKTipRanks has entered a new arena in the investing world, powering the index of an ETF based on its unique data now trading under the ticker RANK on the NYSE.RANK tracks the performance of the TipRanks US Momentum Analysts Index, a rules-based index of 50 large U.S. companies.Keeping up with that demand isn't cheap. The world's largest hyperscalers are spending unprecedented amounts to build the infrastructure behind AI, and many are investing even more than they originally expected. Amazon, for example, guided for about $100 billion in capital expenditures last year but ultimately spent more than $131 billion. Meta also exceeded its initial $60 billion to $65 billion guidance, ending the year with more than $72 billion in capital expenditures (capex).And they aren't spending simply for the sake of spending. Amazon, Meta, and their peers are building the computing infrastructure needed to power capable AI models and roll out new AI features across their ecosystems.Covering these changes for Wedbush, analyst Ygal Arounian notes the impact of AI on both the hyperscalers and the broader internet ecosystem."Our central thesis is that AI has become the single most impactful swing factor across our internet coverage, reshaping where users start their online journey, how they complete their online journey, and how businesses are building their products and services in response. Nearly every company we are launching on is directly building out its product pipeline to accommodate these behavioral changes. But just because behavior is changing does not mean there is going to be a wholesale change across every aspect of this ecosystem. We believe AI is enabling stronger growth potential, better products, and an overall enhanced user experience across the internet that should only accelerate adoption and monetization opportunities," Arounian opined.Applying that thesis to individual stocks, Arounian turns to Amazon (NASDAQ:AMZN) and Meta Platforms (NASDAQ:META), comparing the two AI leaders to determine which he believes is the better hyperscaler stock to buy. Let's take a closer look.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info