US inflation reached 3.7% in September, driven by energy costs, which makes reliable cash generation more important for investors. The article covers three stocks screening as attractively priced on future cash flows, out of 92 additional companies the screen surfaced. Alphabet generates about $367.1 billion from Google Services and $77.6 billion from Google Cloud, where AI infrastructure and Vertex AI turn enterprise usage into recurring cash flows. Amazon's North America segment brings in about $453.7 billion and AWS $148.4 billion, with AWS growth reaccelerating to roughly 20% through 2025. The article notes that both companies' cash engines face a major AI infrastructure spending cycle that could reshape future margins.
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