5 Best Agentic AI Stocks to Buy Right Now

3. Alphabet Inc. (NASDAQ:GOOGL)

With an upside potential of 7.8%, Alphabet Inc. (NASDAQ:GOOGL) earns its place on our list of the best agentic AI stocks to buy right now.

Alphabet Inc. (NASDAQ:GOOGL) appears to be expanding its role as a foundational infrastructure provider within the growing AI ecosystem.

On May 5, 2026, Reuters reported that Anthropic plans to spend $200 billion over five years with Google Cloud, underscoring the scale of demand for AI infrastructure. The agreement includes multi-gigawatt access to Google’s tensor processing units (TPUs) in partnership with Broadcom, with Anthropic estimated to represent more than 40% of Google Cloud’s revenue backlog.

That deal further deepens the partnership between Alphabet Inc. (NASDAQ:GOOGL) and Anthropic, with Alphabet already committing $40 billion in April toward a strategy spanning AI models, chips, and cloud infrastructure.

That soaring demand for AI infrastructure drove Alphabet Inc. (NASDAQ:GOOGL)’s Q1 2026 performance, with rapid adoption of AI and cloud infrastructure by businesses, taking Google Cloud revenue up 63% year-over-year to $20 billion. Management also reported significant growth in the number of orders and customer commitments.

Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers, as well as healthcare-related services and internet services.