Editorial companion

What stands out

On Schwab Network, Joe Tigay named Alphabet, Amazon, and Vertiv his "Big 3" for the AI buildout, and Kevin Horner walked the charts behind the picks. Tigay's point was structural: Alphabet is monetizing artificial intelligence (AI) across search and cloud, Amazon is industrializing robotics inside fulfillment and cloud, and Vertiv builds the physical infrastructure that keeps AI running. That lineup matters because it turns a vague AI thesis into three distinct bets, software monetization, logistics automation, and data‑center hardware, each with different risk, timing, and capital cycles.