Prediction: This Big Tech Company Will Outperform in 2026 by Bucking the Trend

2026-02-27 11:05:00 ET

Some of the largest tech companies in the world are spending massive amounts of capital on artificial intelligence (AI) data centers. Just five companies have earmarked about $700 billion for 2026 alone. Many investors are wary of companies spending that much.

Meanwhile, one of the largest tech companies in the world is bucking that trend. While others are budgeting hundreds of billions of dollars for capital expenditures (capex), this company spent just $12 billion last year. 2026 is shaping up to look very similar. And that could have a surprising impact on its earnings per share, pushing its stock to outperform for the year.

Image source: Getty Images.

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