Microsoft, Amazon and Alphabet are all winning in AI, says D.A. Davidson's Gil Luria

This article is a CNBC interview clip in which D.A. Davidson’s Gil Luria argues that Microsoft, Amazon, and Alphabet are among the biggest winners in the AI race. The piece is framed as a market commentary on which large-cap tech companies are best positioned to monetize AI, reinforcing the view that hyperscalers with cloud infrastructure and AI distribution advantages are likely to capture most of the economic upside. For Alphabet specifically, the takeaway is supportive: the company is being grouped with other AI leaders rather than laggards, which can help investor sentiment around its AI strategy and long-term growth narrative. The article does not report earnings, a new product launch, or a specific price move, but it signals continued bullish institutional commentary on mega-cap AI beneficiaries.