Is 2026 the year Mag 7 internet leaders capitalize on AI investments?

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Internet outlook — Top 10 themes for 2026

December 12, 2025 2:00 PM EST

AI agents, applications and infrastructure will dominate the evolution of the internet next year, according to BMO Capitals 2026 Internet Outlook.

The firm said its latest report lays the foundation for our expectations for the Internet in 2026, highlighting 10 defining themes and a bonus trend.

BMO Capitals top internet picks for the year are Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Take-Two... More