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Summary
- Two of the largest U.S. tech superpowers, Amazon and Alphabet, exhibit strong growth tailwinds despite the rise of Chinese AI challenger DeepSeek.
- Both stocks have been neck and neck, with returns hovering around 25.5% over the past year, yet have also fallen in 2025, returning -2.6% and -4.5% YTD, respectively.
- While both companies have reported similar performance in recent quarters, AMZN is rated Strong Buy versus GOOG’s Hold rating, based on Seeking Alpha’s Quant Factor Grades.
- This article will examine how the Big Tech companies compare in terms of Quant Factor Grades, and how AMZN’s stronger growth outlook and more compelling valuation could fuel stronger momentum.
- I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.
AMZN Vs. GOOG: The AI Race Heats Up In Silicon Valley
If the aftershocks of China’s low-cost chatbot DeepSeek are still being felt in Silicon Valley, Amazon (AMZN) and Alphabet (GOOG
- I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.
Steven Cress is the Head of Quantitative Strategies at Seeking Alpha. He previously founded and ran hedge fund and asset management company Cress Capital Management, and was the Head of International Business Development at Northern Trust. For the majority of his career, he ran a proprietary trading desk at Morgan Stanley. Steven created and manages the Quant Ratings and Dividend Ratings for stocks, REITs and ETFs in Seeking Alpha Premium. He also leads Alpha Picks, which selects two attractive stocks to buy each month, and also determines when to sell them. Learn More about Alpha Picks and its performance.
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