Track market-moving stories before they get noisy

The Q1 2026 13F filings (holdings as of March 31, 2026, filed May 15, 2026) revealed a striking pattern: Several of the most concentrated hedge fund portfolios are crowding into the same handful of mega-cap names. Bill Ackman’s Pershing Square, David Tepper’s Appaloosa, Li Lu’s Himalaya Capital, and Warren Buffett’s Berkshire Hathaway are all leaning hard into Amazon (NASDAQ:AMZN | AMZN Price Prediction), Alphabet (NASDAQ:GOOGL) and Uber (NYSE:UBER). The overlap reflects a shared thesis.

Amazon: Ackman and Tepper Size Up Amazon has become one of the largest positions in two of the most-watched books on Wall Street. Pershing Square held Amazon at roughly 17.4% of its portfolio, while Appaloosa’s Amazon stake sat near 15.2% after Tepper nearly doubled his share count during the quarter. The fundamentals support the conviction. Q1 2026 EPS came in at $2.78 versus a $1.73 consensus, a 60.69% beat, while AWS grew 28% year over year, its fastest pace in 15 quarters, at a 37.7% operating margin.

The thesis is straightforward: Amazon is the toll booth for enterprise AI compute. Landmark deals with OpenAI (roughly 2 GW of Trainium capacity) and Anthropic (up to 5 GW) lock in demand years out, and the company plans about $200 billion in 2026 capex. Shares are up 10.37% year to date through July 20, well behind the fundamentals.

Alphabet: Li Lu and Buffett Get Louder Alphabet is the more concentrated bet. Himalaya Capital’s combined GOOGL/GOOG weight sits near 44.8% of the portfolio, and Berkshire more than doubled its GOOGL stake while opening a new GOOG position that represents about 6% of Berkshire’s equity book. Buffett historically avoided the search giant. That reversal signals conviction.

The numbers explain the pivot. Q1 2026 revenue rose 21.8% to $109.90 billion, EPS beat by 94.10%, and Google Cloud grew 63% with backlog nearly doubling quarter over quarter to over $460 billion. Operating margin expanded to 36.1%, and Waymo is now doing more than 500,000 autonomous rides a week. At a roughly 16 P/E, Alphabet is priced like a mature ad business while operating like an accelerating AI platform. Shares are up around 12% year to date and more than 85% over the past year.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Uber: The Cash Flow Machine Uber is the contrarian pick of the three. Ackman’s Pershing Square held Uber at roughly 15.7% of the portfolio, and Tepper nearly tripled his Appaloosa position to about 7.7%. Yet the stock is down nearly 13% year to date and nearly 21% over the past year.

The disconnect is the opportunity. Q1 2026 Gross Bookings grew 25% to $53.72 billion, Uber One membership hit 50 million driving half of Gross Bookings, and non-GAAP EPS rose 44%. Full-year 2025 free cash flow reached $9.76 billion, up 41.6%, and the company repurchased $3.011 billion of stock in Q1 alone. CEO Dara Khosrowshahi is positioning Uber as “the largest facilitator of AV trips in the world”, effectively renting Waymo’s fleet rather than competing with it.

Should Retirement Investors Follow? The signal is convergence. Four independent capital allocators, with different styles and time horizons, arrived at overlapping conclusions: AI compute demand is real, cash flow compounders are mispriced, and platform economics still win. For a retirement-focused investor, Alphabet offers the cleanest valuation setup, Amazon the deepest moat, and Uber the biggest gap between fundamentals and price. 13F data is point-in-time and lags by six weeks, so treat it as thesis confirmation rather than an actionable trigger. Size positions to conviction rather than to any name on a filing.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Amazon (AMZN 0.96%) has taken investors on a choppy ride in 2026. Shares have been volatile, although they've climbed 9% this year (as of July 20).

Investors are fully focused on the start of earnings season, as they'll receive a fresh update from the management team. Should you buy this Magnificent Seven stock before it reports second-quarter financial results on July 30?

Image source: The Motley Fool.

While the upcoming financial release will provide key info, like revenue growth, capital expenditures, how Amazon Web Services (AWS) is performing, and artificial intelligence (AI) progress, a single quarter's number should not dictate a long-term investing decision. Portfolio moves should be made with the next five years (at least) in mind.

Amazon is currently a smart buying opportunity for investors, and it has nothing to do with what's coming on July 30. It has to do with liking the stock and company over an extended period of time.

Today's Change

(

-0.96

%) $

-2.40

Current Price

$

247.59

This is an elite business, whose shares have pulled back 8% since hitting a peak in early May. This is a dip that investors might want to take advantage of.

Thanks to AWS, which represents the majority of the company's operating income, Amazon has a strong position in the AI race. Of course, it also dominates online shopping and has a burgeoning digital advertising segment.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.

On July 21, Defiance launched the Defiance AI Hyperscale Leaders ETF (AIHY), with an expense ratio of 76 basis points. The fund provides actively managed exposure to the companies that are leaders in enabling, developing, or benefiting from artificial intelligence growth. AIHY targets companies that focus on scaling profitability from AI development, rather than those simply attached to the AI narrative. 

Key Takeaways Defiance has launched the Defiance AI Hyperscale Leaders ETF (AIHY), targeting the companies successfully scaling revenue and profitability from the AI infrastructure buildout, rather than those simply benefiting from the broader AI growth. AIHY requires companies derive at least 50% of revenues, assets, or spending tied to AI development. Hyperscalers continue to accelerate their capital-intensive buildout of physical AI infrastructure, with UBS estimates projecting spending to rise from $637 billion in 2026 to $843 billion in 2027.  Focus on Scaling AI Profitability While the capital expenditures related to AI infrastructure are driving broad market growth, not every company involved in the AI space is actively scaling revenue. AIHY combats this by screening for companies with at least 50% of revenues, assets, or capital expenditures coming from AI development. 

To target firms scaling operations, the fund requires its individual holdings’ revenue to grow faster than operating expenses. It also mandates that holdings demonstrate positive year-over-year revenue growth and a positive gross profit margin, both based on the most recent fiscal quarter.

The fund maintains a concentrated portfolio of 10–50 constituents, with five holdings currently making up over 90% of the portfolio’s allocations. The fund’s top holding is Amazon (AMZN), with a 20.05% portfolio weight, included in the fund for its Amazon Web Services (AWS) business. 

That AWS component is expected to direct $200 billion dollars toward AI Infrastructure development in 2026. Amazon also meets the overall revenue requirements of the fund, posting a strong 17% year-over-year revenue growth and a positive gross margin of approximately 52% in first quarter earnings. 

Balancing AI Spending and Free Cash Flow The AI story has moved from speculative software to capital-intensive physical infrastructure. As this transition accelerates, hyperscalers are increasingly investing in the buildout of the compute capability required to train and run AI models. Hyperscalers are expected to spend $637 billion on AI development in 2026, with capital expenditures projected to reach $843 billion in 2027, according to UBS estimates. 

With AI spending continuing to grow, investors are increasingly demanding sustainable revenues from these investments. The free cash flows for these hyperscalers are declining at an alarming rate, with current analyst estimates suggesting that rolling 12-month free cash flow for the hyperscalers could approach zero by early 2027, according to T. Rowe Price Analysis. 

As these hyperscalers prepare to report second quarter earnings in the upcoming weeks, the next few months will be crucial. Will they be able to monetize AI investments at a rate where free cash flow remains strong enough to support increasing spending levels?

For more news, information, and analysis, visit the Equity ETF Content Hub.

Exclusive

By You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Amazon Leo Satellite Connectivity signage is displayed during the annual Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2026. Patrick T. Fallon / AFP via Getty Images Amazon's Leo satellite business has appointed its first dedicated finance VP, another sign the company is building the satellite venture into a more independent business.

Mike Recupero, who most recently served as Alexa's finance chief, was named Leo's VP of finance earlier this month, according to people familiar with the move. The newly created role makes him the first VP solely overseeing Leo's finances.

Previously, Recupero spent about a year as GameStop's CFO after serving as finance chief for several Amazon businesses, including Prime Video and North America retail.

Until now, Leo's finances were overseen by executives who also managed Alexa, supported by more junior finance leaders.

The appointment reflects how Amazon is assembling a seasoned leadership team around Leo, formerly known as Project Kuiper.

Over the past two years, Leo has also recruited former GitLab chief revenue officer Chris Weber as vice president of sales and marketing and former T-Mobile executive Clint Patterson as chief marketing officer. VP of technology Rajeev Badyal leads the overall Leo business and reports to Panos Panay, SVP of devices, Alexa, and Leo.

Recupero will primarily oversee Leo's multibillion-dollar infrastructure buildout, including satellite manufacturing and launches, as well as the integration of Globalstar, the satellite communications company Amazon is acquiring for $11.6 billion, the people said.

Amit Singh has replaced Recupero as Alexa's finance lead.

Leo is one of Amazon's biggest long-term bets beyond its core retail and cloud businesses. CEO Andy Jassy previously said Leo already had a series of revenue commitments from enterprise and government customers and is expected to generate meaningful growth and returns for Amazon. The company said earlier this month that Leo has completed 14 missions and launched 396 satellites so far, making it the third-largest satellite constellation in orbit.

Wall Street is also growing more bullish on the business. Bank of America recently estimated Leo could generate $20 billion to $25 billion in annual revenue by 2032 and eventually be worth $200 billion to $275 billion.

The growing enthusiasm has not eliminated the risks. A Blue Origin rocket that Amazon plans to use for future Leo missions exploded during a ground test in June. Leo's VP Badyal sought to reassure employees at the time, saying such setbacks are an expected part of spaceflight and that the company would continue pressing ahead.

Amazon declined to comment.

Have a tip? Contact this reporter via email at [email protected] or Signal, Telegram, or WhatsApp at 650-942-3061. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.

Read next

Eugene Kim You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Eugene is Business Insider’s Chief Tech Correspondent, where he leads coverage of Amazon. His reporting spans the company’s retail operations, AWS, Alexa, and its secretive internal work culture.Previously, he worked at CNBC, Fortune Magazine Korea, and Japan's Yomiuri Shimbun. He holds degrees from NYU and Columbia University’s Graduate School of Journalism.In 2022, Eugene broke a story uncovering Amazon’s practice of deceptively enrolling customers in Prime and deliberately making cancellation difficult. A year later, the Federal Trade Commission sued the company, citing his reporting. That case culminated in a record $2.5 billion settlement in 2025.His reporting has earned multiple honors, including the SF Press Club’s Bay Area Journalism Award and SPJ NorCal’s Excellence in Journalism Award.Eugene lives in the Bay Area. Contact him via email at [email protected], or Signal, Telegram, or WhatsApp at 650-942-3061. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely. ExpertiseAmazon, Jeff Bezos, Andy Jassy, e-commerce, and cloud computing.Popular ArticlesAmazon:Internal Amazon emails give an exclusive look at how CEO Andy Jassy has started to run the company, with obsessive attention to the retail business and what some employees feel is micromanagingAndy Jassy will be the next CEO of Amazon. Insiders dish on what it's like to work for Jeff Bezos' successor, who built AWS into a $40 billion business.Internal documents show Amazon has for years knowingly tricked people into signing up for Prime subscriptions. 'We have been deliberately confusing,' former employee says.Inside Amazon's flailing brick-and-mortar ambitions: missed projections, pressure to cut costs, and a war with Whole FoodsInside Amazon's complex employee-review system, where workers feel left in the dark and managers expect to give 5% of reports bad reviewsAfter 28 years, 'Day 2' finally arrives at AmazonAWS, Alexa, healthcare:Inside Amazon's struggle to break into the lucrative market for SaaS business applications, including an internal pitch to buy $38 billion HubSpotInside Amazon's struggle to crack Nvidia's AI-chip dominanceAmazon's AI data center dream runs into the reality of 'zombie' facilities, higher costs, and labor shortagesAmazon is gutting its voice assistant, Alexa. Employees describe a division in crisis and huge losses on 'a wasted opportunity.'Amazon is working on a new 'Remarkable Alexa,' but internal politics and technical issues plague the projectAmazon projected huge losses from its healthcare business in 2024, but strong sales growth, internal document reveals

Amazon Alexa Space More GameStop Exclusive

by Kurt Schlosser on Jul 20, 2026 at 3:48 pmJuly 20, 2026 at 3:48 pm

A painting of Jimothy, the viral raccoon, by Seattle artist Ryan Henry Ward. (@henry_beyond_museums via Instagram) Jimothy isn’t just a viral internet sensation — he’s a cause for good.

A painting of the beloved raccoon by Seattle artist Ryan Henry Ward attracted a winning bid of $6,543.21 in an informal Instagram auction this weekend, with all proceeds directed to the Ballard Food Bank.

The winning bidder for the 24-by-24-inch painting was identified by Ward as Angela Galdabini, who posted a picture of the painting hanging on her wall.

Now the auction gift is going viral in its own way, attracting a matching donation from Amazon, which encouraged other Seattle-area companies to follow suit. According to the tech giant on Monday, T-Mobile, Alaska Air and Brooks have all gotten on board.

“When we saw a local artist giving back to the Ballard Food Bank, inspired by a little raccoon that’s brought so much joy, we wanted to help,” Kara Hurst, Amazon’s chief sustainability officer, said in a statement. “Amazon is proud to match the winning bid, and we’re calling on other Seattle-based companies to join us.”

Jimothy seemed destined to be captured by Ward, a prolific muralist whose colorful, whimsical work is seen across the Seattle region on buildings, fences, garage doors and elsewhere. His art frequently features a variety of animals and other characters, including Sasquatch.

Ward called Jimothy “the hero we needed” in his Instagram post on Saturday, and said he was giving to Ballard Food Bank because the organization helped him through some of his hardest times.

The viral Jimothy sensation took off last week when the raccoon was spotted in Ballard and a video attracted millions of views on Instagram. The craze spread around the world and other videos have emerged online, sparking immense curiosity and adoration, and a flood of memes, artwork, food, crafts, poetry, songs and more. 

Previous StoryProtesters confront Microsoft CSO over carbon goals and AI, disrupting climate event

© monsitj / iStock via Getty Images

I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction) because the loudest bear case against it, that $200 billion in 2026 capex will torch shareholder returns, was already answered by the company’s own contract book. I have been adding on every wobble because the receipts explain why this spending cycle is closer to a pre-sold order book than a moonshot.

The Backlog Is the Whole Argument AWS has pre-sold much of this capacity before pouring concrete. On the Q1 call, Andy Jassy said the AWS backlog stood at $364 billion, excluding the recently announced $100 billion+ Anthropic deal. Amazon has disclosed $225 billion in revenue commitments for Trainium alone. When I hear “$200 billion of capex,” I read it against a contracted demand pile that dwarfs it. Jassy said it plainly: “We have high confidence this will be monetized well, as we already have customer commitments for a substantial portion of it.”

Revenue Is Already Moving The velocity convinces me this is a near-term story. AWS grew 28% year over year in Q1 2026, its fastest pace in 15 quarters, on a $150 billion annualized run rate. The AI slice inside AWS is already at a $15 billion+ run rate, and Bedrock saw 170% growth in customer spend quarter over quarter. Consolidated operating margin hit 13.1%, the highest ever, and full-year 2025 operating cash flow reached $139.5 billion. That is the cash engine funding the buildout.

The Silicon Moat Nobody Prices In Custom chips crossed a $20 billion annual run rate and grew nearly 40% quarter over quarter. Jassy told analysts Trainium “will save us tens of billions of dollars of CapEx each year and provide several hundred basis points of operating margin advantage” versus buying outside silicon. Trainium2 is largely sold out, Trainium3 is nearly fully subscribed, and Graviton runs inside 98% of the top 1,000 EC2 customers. That is a structural cost advantage over any hyperscaler paying full freight for GPUs.

Why Not Microsoft or Alphabet The obvious alternatives are Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL). I own some of both and still keep adding Amazon. Microsoft’s most recent quarterly revenue grew 18.3% year over year, and Alphabet’s grew 21.8%. Amazon’s AWS is growing faster than both at 28%, yet Amazon trades at a trailing P/E of 30, close to Microsoft at 23 and Alphabet at 26, without a proprietary silicon revenue stream on Trainium’s scale. That valuation setup, paired with the fastest cloud growth of the three, keeps my capital flowing to AMZN first.

The Risk I Own With Open Eyes Free cash flow is the visible bruise. TTM free cash flow fell to $1.2 billion, down 95%, because property and equipment purchases jumped $59.3 billion year over year. Long-term debt climbed to $119.1 billion from $65.6 billion. If AI monetization stalls, the payback window stretches. Jassy addressed this directly: capex funds assets with “many-year useful lives, 30-plus years for data centers, five to six years for chips, servers, and networking gear,” and the free cash flow shows up a couple of years after capacity comes online. I have watched Amazon run this playbook before, and the compounding on the other side is why I stay.

Why the Buy Button Stays Warm Polymarket traders assign a 93.5% probability to Amazon beating its next quarter, and analyst consensus sits at 62 buy ratings and zero sells. My conviction is simpler. A $364 billion backlog, a $20 billion chip business, and an AI run rate already north of $15 billion tell me the capex was pre-sold, and I intend to keep buying the receipts.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Amazon.com Today

$252.49 +5.26 (+2.13%)

As of 12:30 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$196.00▼

$278.56P/E Ratio30.20

Price Target$312.76

For most of this year, the conversation around Amazon.com Inc. NASDAQ: AMZN has been dominated by one uncomfortable question: Will all that AI spending ever pay off? The company's enormous infrastructure buildout has compressed free cash flow, unsettled the bond market, and left investors waiting for hard evidence that the money is translating into growth.

That wait may be about to end. Ahead of its next earnings report on July 30, some analysts are forecasting a sharp acceleration in AWS revenue growth, comfortably outpacing the wider market expectations. If the numbers land anywhere close to that, it would be exactly the proof point the bulls have been asking for.

Get Amazon.com alerts:

The Forecast That Changes the ConversationIn a note to clients earlier this month, TD Cowen said it expects AWS revenue growth to reach 35.5% year over year in the second quarter, up from 28.4% in the same period last year and several percentage points above consensus estimates. For a business of AWS's scale, that kind of acceleration is remarkable, and it would mark a decisive break from the narrative that cloud growth had plateaued.

The driver capacity is finally catching up with demand. Amazon's heavy investment in AI infrastructure has begun easing the supply constraints that were holding it back, meaning capacity that simply wasn't available before is now coming online and converting directly into revenue from generative AI workloads.

That distinction matters enormously. The bear case has long held that Amazon was spending speculatively into an uncertain future. An AWS acceleration of this magnitude, arriving now rather than in a year or two's time, would suggest the opposite: that the company has been building to meet demand it could already see.

Why This Would Settle a Bigger ArgumentOverall MarketRank™95th Percentile

Analyst RatingModerate Buy

Upside/Downside25.0% Upside

Short Interest LevelHealthy

Dividend StrengthN/A

News Sentiment0.79 Insider TradingSelling Shares

Proj. Earnings Growth30.45%

See Full Analysis

To understand why a single quarter could carry this much weight, it helps to remember what the debate has actually been about. Nobody has seriously questioned whether AI infrastructure demand exists. The question has been whether Amazon specifically can convert its spending into revenue fast enough to justify the pressure it has been putting on the balance sheet.

Free cash flow has taken a visible hit as capital expenditure (CapEx) has climbed, and the company's recent bond raise drew noticeably softer demand than earlier rounds of AI-related debt issuance. Both of those are symptoms of a market that wants to see returns before it extends more patience.

An AWS growth number in the mid-thirties would go a long way toward providing them. It would demonstrate that the capacity being built is consumed almost as quickly as it comes online, reframing the CapEx story from a worrying outflow to an investment with a visible payback.

The Retail Engine Is Quietly Accelerating TooLost in all the focus on cloud is the fact that Amazon's core retail business appears to be picking up pace as well. TD Cowen expects North American revenue growth to come in meaningfully ahead of the first-quarter result, driven by faster delivery speeds and continued strength in everyday essentials.

That matters more than it might first appear. One of the quieter concerns about the AI buildout has been whether it would distract management from the business that actually funds it. An acceleration on the retail side would suggest the opposite: that Amazon is running both playbooks at once without either suffering for it.

It also speaks to the durability of the wider growth opportunity. AWS may be where the excitement sits, but Amazon’s retail and logistics operations remain the foundation on which everything else is built, and evidence that it's strengthening rather than plateauing gives the bulls another reason to be excited ahead of the report.

What Could Still Go Wrong on July 30To be sure, none of this anticipated upside surprise is guaranteed, and the report could still disappoint even with strong AWS numbers. The most obvious is on the spending side. If capital expenditure guidance climbs again, or if management signals that the buildout will run longer and heavier than expected, investors may focus on cash outflows rather than revenue acceleration.

Margins are the other variable. Rapid AWS growth is only bullish if it comes with the profitability the market associates with the segment, and any sign that the cost of serving AI workloads is compressing returns would take the shine off the headline number.

Get both right, though, and the setup is compelling. A market that has spent months worrying about what Amazon is spending would suddenly be confronted with clear evidence of what that spending is buying. After months of frustrating price action, that could easily be enough to push the stock back toward all-time highs.

Should You Invest $1,000 in Amazon.com Right Now?Before you consider Amazon.com, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Amazon.com wasn't on the list.

While Amazon.com currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.

Get This Free Report

Posted by Defense World Staff on Jul 20th, 2026

Cvfg LLC grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 479.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 59,013 shares of the e-commerce giant’s stock after acquiring an additional 48,833 shares during the period. Amazon.com comprises 1.5% of Cvfg LLC’s investment portfolio, making the stock its 10th biggest position. Cvfg LLC’s holdings in Amazon.com were worth $12,291,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. MilWealth Group LLC boosted its holdings in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new position in Amazon.com during the fourth quarter worth about $45,000. Elkhorn Partners Limited Partnership increased its position in shares of Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 180 shares during the last quarter. Fairway Wealth LLC raised its position in shares of Amazon.com by 95.6% during the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. increased its stake in Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after acquiring an additional 107 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Up 0.0% Shares of Amazon.com stock opened at $247.27 on Monday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The stock has a market capitalization of $2.66 trillion, a price-to-earnings ratio of 29.58, a P/E/G ratio of 1.84 and a beta of 1.46. The company’s 50 day moving average price is $250.83 and its 200-day moving average price is $235.96.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm’s revenue was up 16.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.59 EPS. Equities research analysts forecast that Amazon.com, Inc. will post 7.75 EPS for the current year.

Wall Street Analyst Weigh In Several equities research analysts have issued reports on the company. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Amazon.com in a research note on Tuesday, June 16th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Amazon.com in a research report on Friday, June 26th. Telsey Advisory Group raised their price objective on Amazon.com from $300.00 to $315.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. Phillip Securities upgraded Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 target price for the company in a research report on Wednesday, May 13th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $315.00 target price (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $312.76.

Get Our Latest Report on AMZN

More Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Insider Activity In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares of the company’s stock, valued at $3,729,480.60. This represents a 52.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jonathan Rubinstein sold 3,849 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $260.00, for a total value of $1,000,740.00. Following the completion of the sale, the director owned 78,654 shares of the company’s stock, valued at approximately $20,450,040. This trade represents a 4.67% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 144,274 shares of company stock valued at $38,716,204. 8.90% of the stock is owned by corporate insiders.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Stories Five stocks we like better than Amazon.com Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEBroderick Brian C Buys New Position in ASML Holding N.V. $ASML

NEXT HEADLINE »Digital Media Stocks To Add to Your Watchlist – July 19th

Posted by Defense World Staff on Jul 20th, 2026

Greenwood Capital Associates LLC lessened its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 78,875 shares of the e-commerce giant’s stock after selling 3,160 shares during the quarter. Amazon.com makes up approximately 1.8% of Greenwood Capital Associates LLC’s portfolio, making the stock its 6th largest holding. Greenwood Capital Associates LLC’s holdings in Amazon.com were worth $16,427,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in AMZN. Brighton Jones LLC lifted its stake in shares of Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after buying an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG raised its holdings in Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its holdings in Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after buying an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com in the fourth quarter worth about $2,153,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling In related news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the transaction, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. This represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,427,876.40. The trade was a 1.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 144,274 shares of company stock valued at $38,716,204 in the last ninety days. Company insiders own 8.90% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages have recently commented on AMZN. New Street Research increased their price objective on Amazon.com from $280.00 to $350.00 and gave the company a “buy” rating in a report on Monday, May 4th. Needham & Company LLC boosted their target price on Amazon.com from $265.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Wolfe Research reaffirmed an “outperform” rating and set a $320.00 target price (up from $245.00) on shares of Amazon.com in a research report on Thursday, April 30th. Benchmark increased their price target on Amazon.com from $275.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, KeyCorp set a $335.00 price target on shares of Amazon.com and gave the company an “overweight” rating in a research report on Thursday. Fifty-seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $312.76.

Check Out Our Latest Analysis on AMZN

Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Amazon.com Price Performance NASDAQ AMZN opened at $247.27 on Monday. The stock has a 50-day simple moving average of $250.83 and a 200 day simple moving average of $235.96. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $278.56. The stock has a market capitalization of $2.66 trillion, a PE ratio of 29.58, a P/E/G ratio of 1.84 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company’s revenue was up 16.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.59 EPS. Research analysts anticipate that Amazon.com, Inc. will post 7.75 EPS for the current year.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Stories Five stocks we like better than Amazon.com Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEAmazon.com, Inc. $AMZN Stock Holdings Decreased by DSM Capital Partners LLC

Posted by Defense World Staff on Jul 20th, 2026

Frank Rimerman Advisors LLC cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 132,431 shares of the e-commerce giant’s stock after selling 6,102 shares during the quarter. Amazon.com comprises about 1.8% of Frank Rimerman Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Frank Rimerman Advisors LLC’s holdings in Amazon.com were worth $27,581,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of AMZN. Red Crane Wealth Management LLC lifted its stake in Amazon.com by 2.3% during the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after purchasing an additional 38 shares during the last quarter. Lifelong Wealth Advisors Inc. increased its holdings in shares of Amazon.com by 2.4% in the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock valued at $402,000 after buying an additional 41 shares in the last quarter. Financial Connections Group Inc. increased its holdings in shares of Amazon.com by 2.6% in the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after buying an additional 42 shares in the last quarter. Marquette Asset Management LLC lifted its position in shares of Amazon.com by 5.1% during the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after acquiring an additional 43 shares during the last quarter. Finally, Wernau Asset Management Inc. boosted its stake in shares of Amazon.com by 0.4% during the 1st quarter. Wernau Asset Management Inc. now owns 10,231 shares of the e-commerce giant’s stock worth $2,131,000 after acquiring an additional 43 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Trading Up 0.0% Shares of NASDAQ AMZN opened at $247.27 on Monday. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $278.56. The business has a 50-day moving average price of $250.83 and a two-hundred day moving average price of $235.96. The firm has a market capitalization of $2.66 trillion, a PE ratio of 29.58, a PEG ratio of 1.84 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.59 EPS. As a group, analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current fiscal year.

Insider Activity In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares in the company, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the completion of the sale, the chief executive officer owned 2,175,766 shares of the company’s stock, valued at approximately $598,335,650. The trade was a 1.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 144,274 shares of company stock valued at $38,716,204 in the last three months. 8.90% of the stock is currently owned by insiders.

Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Analyst Ratings Changes A number of equities analysts recently issued reports on AMZN shares. Benchmark lifted their target price on Amazon.com from $275.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Phillip Securities upgraded Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 price target for the company in a research report on Wednesday, May 13th. Wells Fargo & Company reissued an “overweight” rating and issued a $313.00 price target (up from $312.00) on shares of Amazon.com in a research note on Thursday, July 2nd. Susquehanna restated a “positive” rating and set a $325.00 price objective (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Finally, Guggenheim reaffirmed a “buy” rating and set a $320.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Fifty-seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.76.

View Our Latest Stock Report on Amazon.com

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Articles Five stocks we like better than Amazon.com Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEBank of New York Mellon Corp Has $128.36 Million Stock Position in United Airlines Holdings Inc $UAL

NEXT HEADLINE »Eaton Cambridge Inc. Acquires New Position in Dimensional Global ex US Core Fixed Income ETF $DFGX

Obchodní aktivita amerických politiků je investory dlouhodobě bedlivě sledovaná. V minulých letech byly pod drobnohledem především investiční kroky bývalé šéfky Sněmovny reprezentantů Nancy Pelosiové (a jejího manžela), od návratu Donalda Trumpa do Bílého domu se pak více pozornosti upřelo právě na něj. Americký prezident v posledním majetkovém přiznání zveřejnil tisíce transakcí uskutečněných prostřednictvím svěřenského fondu. Server Benzinga se podíval na portfolia obou politiků a našel v nich hned desítku shodných titulů.

Společným jmenovatelem většiny shodných pozic jsou technologické firmy a společnosti profitující z rozvoje umělé inteligence. Na seznamu tak figurují jak zástupci Magnificent Seven, tak ale třeba i méně tradiční sázky typu Tempus AI či energetická skupina Vistra.

Mezi nejčerstvějšími přírůstky v portfoliu rodiny Pelosiových jsou Uber a Intel. Paul Pelosi podle zveřejněných dokumentů nakoupil dlouhodobé call opce na obě společnosti s expirací v příštím roce. Trumpův svěřenský fond mezitím letos u obou titulů vykázal kombinaci nákupů i prodejů, přičemž převažovaly nákupní transakce.

Výrazný překryv pak lze zpozorovat u největších technologických společností. Pelosiovi dlouhodobě drží expozici vůči Alphabetu, Nvidii, Applu, Amazonu a Broadcomu, často prostřednictvím opcí, které byly následně převedeny na akcie. Trumpův fond zase během letoška uskutečnil u těchto jmen desítky obchodů, přičemž některé transakce byly v řádu milionů dolarů.

Zvláštní pozornost pak poutá Nvidia, která se stala jedním z hlavních symbolů boomu umělé inteligence. Pelosiovi v posledních letech opakovaně navyšovali svou expozici vůči nejhodnotnější veřejně obchodované společnosti na světě, zatímco Trumpův fond patří mezi nejaktivnější obchodníky s tímto titulem, odhalila analýza serveru Benzinga.

Kromě zavedených technologických gigantů spojuje obě portfolia také orientace na perspektivní segmenty. Zde můžeme zařadit Tempus AI, jež využívá umělou inteligenci ve zdravotnictví, nebo velkého hráče v oblasti kybernetické bezpečnosti Palo Alto Networks. Dalším méně očekávaným jménem je pak energetická společnost Vistra, kterou investoři často vnímají jako nepřímou sázku na rostoucí spotřebu elektřiny datových center.

Deset akcií, které se letos objevily v portfoliích Pelosiové a Trumpa:

Uber Technologies
Intel
Alphabet
Nvidia
Tempus AI
Vistra
Apple
Amazon
Broadcom
Palo Alto Networks

Odlišné investiční přístupy

Benzinga si také všímá toho, že i přes shodu u některých titulů se styl obou táborů výrazně liší. Paul Pelosi je známý využíváním dlouhodobých call opcí, které následně převádí na akcie. Jeho strategie se soustředí především na velké technologické společnosti a strukturální růstové trendy.

To Trumpův svěřenský fond naopak podle zveřejněných údajů realizoval během let 2025 a 2026 desetitisíce transakcí napříč řadou sektorů. Přesto i zde dominují velké americké společnosti a zejména technologické tituly, které tvoří významnou část nejaktivněji obchodovaných pozic.

© MMD Creative / Shutterstock.com

Apple (NASDAQ: AAPL | AAPL Price Prediction) and Amazon (NASDAQ: AMZN) both grew revenue 16.6% in their most recent quarters, yet the businesses beneath those matching numbers could hardly look more different. Apple is finishing an iPhone 17 super cycle with record Services revenue. Amazon is pouring cash into AI infrastructure. For investors weighing exposure into the back half of 2026, those two paths lead to very different risk profiles.

Record iPhone Quarter vs. a $200 Billion Capex Bill Apple’s March quarter delivered $111.18 billion in revenue, with iPhone at $56.99 billion and Services at an all-time high of $30.98 billion. Tim Cook called it Apple’s “best March quarter ever”, citing “extraordinary demand for the iPhone 17 lineup” alongside the MacBook Neo launch. Double-digit growth showed up in every geography, including a $20.50 billion Greater China result.

Amazon’s Q1 was louder and messier. Revenue hit $181.52 billion, AWS reaccelerated to 28% (its fastest pace in 15 quarters), and Andy Jassy touted a chips business at a $20 billion run rate. The catch: capex hit $44.20 billion in a single quarter, trailing free cash flow collapsed 95% to $1.2 billion, and net income was flattered by $16.80 billion in Anthropic investment gains.

Capital Returns Now vs. Capital Spending Later Lens Apple Amazon Operating margin 32.0% 11.2% 2026 capex posture Buybacks and dividend ~$200 billion build Shareholder returns $100B buyback, 4% dividend hike No dividend Apple is running a capital-light AI playbook: leverage the 2.5 billion active device installed base, layer on Services, and return cash. Amazon is doing the opposite, absorbing higher debt (long-term debt rose to $119.1 billion from $65.6 billion) to fund Trainium capacity for OpenAI, Anthropic, and Meta. That is a real moat. It is also a moat you have to wait for.

What Actually Matters Through December I want to see Apple’s Services line sustain its mid-teens growth into the holiday quarter and the iPhone 18 launch land cleanly (Polymarket puts the release at 96.6% probability). For Amazon, the tell will be whether AWS operating margin stops slipping. It fell to 37.7% from 39.5%, and Q2 guidance already flags tariff uncertainty and recessionary concerns.

Why I Lean Apple for the Year-End Sprint If you are worried about choppy trading into December, I would lean Apple. Its capital-light AI playbook guarantees high operating margins, immense cash generation, and direct shareholder returns through December, and the stock is already up 22.81% year to date with eight straight EPS beats. Amazon’s infrastructure story is real, but with free cash flow near zero and massive capital outflows through the end of 2026, it stays a show-me stock for me. If AWS margins stabilize by the October earnings report, I will revisit.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Fishman Jay A Ltd. MI cut its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 421,643 shares of the e-commerce giant’s stock after selling 7,325 shares during the period. Amazon.com makes up about 7.8% of Fishman Jay A Ltd. MI’s portfolio, making the stock its 3rd largest holding. Fishman Jay A Ltd. MI’s holdings in Amazon.com were worth $87,816,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of AMZN. Vanguard Group Inc. increased its stake in Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares during the period. State Street Corp grew its holdings in shares of Amazon.com by 1.8% in the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after purchasing an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after purchasing an additional 2,479,324 shares in the last quarter. Norges Bank purchased a new stake in Amazon.com during the 4th quarter worth approximately $32,868,735,000. Finally, Auto Owners Insurance Co increased its stake in Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after buying an additional 98,090,585 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Analyst Upgrades and Downgrades AMZN has been the subject of a number of recent research reports. Maxim Group lifted their price target on shares of Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Robert W. Baird increased their price objective on shares of Amazon.com from $285.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Benchmark raised their price objective on shares of Amazon.com from $275.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Rosenblatt Securities lifted their price objective on shares of Amazon.com from $296.00 to $332.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Wedbush started coverage on shares of Amazon.com in a research note on Thursday. They set an “outperform” rating and a $293.00 target price for the company. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $312.76.

Read Our Latest Research Report on Amazon.com

Amazon.com Trading Down 1.0% Amazon.com stock opened at $247.27 on Friday. The stock has a 50-day moving average price of $250.83 and a 200 day moving average price of $235.93. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $278.56. The stock has a market cap of $2.66 trillion, a PE ratio of 29.58, a P/E/G ratio of 1.84 and a beta of 1.46. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. During the same period in the prior year, the firm earned $1.59 EPS. The firm’s quarterly revenue was up 16.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current fiscal year.

Insider Activity at Amazon.com In related news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares of the company’s stock, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the transaction, the chief executive officer directly owned 2,175,766 shares in the company, valued at approximately $598,335,650. This represents a 1.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 144,274 shares of company stock worth $38,716,204. Company insiders own 8.90% of the company’s stock.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Stories Five stocks we like better than Amazon.com Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

Posted by Defense World Staff on Jul 19th, 2026

Flatrock Wealth Partners LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 11,352 shares of the e-commerce giant’s stock, valued at approximately $2,364,000. Amazon.com comprises approximately 1.1% of Flatrock Wealth Partners LLC’s holdings, making the stock its 22nd biggest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in shares of Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after buying an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG grew its holdings in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares during the period. Highview Capital Management LLC DE grew its holdings in Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com during the 4th quarter valued at about $2,153,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

More Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Amazon.com Trading Down 1.0% Shares of NASDAQ AMZN opened at $247.27 on Friday. The stock’s 50 day simple moving average is $250.83 and its 200 day simple moving average is $235.93. The company has a market cap of $2.66 trillion, a price-to-earnings ratio of 29.58, a price-to-earnings-growth ratio of 1.84 and a beta of 1.46. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $278.56.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm had revenue of $181.52 billion for the quarter, compared to analysts’ expectations of $177.28 billion. During the same period last year, the firm earned $1.59 EPS. The firm’s revenue was up 16.6% compared to the same quarter last year. Equities research analysts expect that Amazon.com, Inc. will post 7.75 EPS for the current year.

Insider Activity In related news, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $239.77, for a total transaction of $239,770.00. Following the completion of the sale, the chief executive officer directly owned 484,527 shares in the company, valued at approximately $116,175,038.79. This trade represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the sale, the vice president owned 119,780 shares of the company’s stock, valued at approximately $31,427,876.40. This represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 144,274 shares of company stock valued at $38,716,204 in the last ninety days. 8.90% of the stock is owned by company insiders.

Analysts Set New Price Targets Several brokerages have commented on AMZN. Citizens Jmp restated a “market outperform” rating and set a $315.00 price target on shares of Amazon.com in a research note on Wednesday. DA Davidson lifted their price objective on Amazon.com from $175.00 to $250.00 and gave the company a “neutral” rating in a research note on Thursday, April 30th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Bank of America raised their price target on shares of Amazon.com from $298.00 to $310.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Rosenblatt Securities boosted their price objective on shares of Amazon.com from $296.00 to $332.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $312.76.

Read Our Latest Stock Analysis on AMZN

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Articles Five stocks we like better than Amazon.com Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINE12,555 Shares in Johnson & Johnson $JNJ Acquired by Forty three Eighteen Advisors LLC

NEXT HEADLINE »First Horizon Corp Sells 4,036 Shares of Alphabet Inc. $GOOGL

Posted by Defense World Staff on Jul 19th, 2026

Duncker Streett & Co. Inc. trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 12.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,025 shares of the e-commerce giant’s stock after selling 7,758 shares during the quarter. Amazon.com comprises about 2.1% of Duncker Streett & Co. Inc.’s portfolio, making the stock its 10th biggest position. Duncker Streett & Co. Inc.’s holdings in Amazon.com were worth $11,252,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Narwhal Capital Management raised its stake in shares of Amazon.com by 2.3% during the 4th quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock worth $49,997,000 after purchasing an additional 4,854 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in Amazon.com by 21.0% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after purchasing an additional 4,275,942 shares during the period. Weaver Capital Management LLC increased its position in shares of Amazon.com by 13.6% during the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock valued at $9,063,000 after buying an additional 4,713 shares during the period. Ethos Financial Group LLC lifted its stake in Amazon.com by 9.6% in the 4th quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant’s stock worth $8,421,000 after purchasing an additional 3,196 shares in the last quarter. Finally, Culbertson A N & Co. Inc. boosted its position in shares of Amazon.com by 8.6% during the 4th quarter. Culbertson A N & Co. Inc. now owns 30,444 shares of the e-commerce giant’s stock valued at $7,027,000 after acquiring an additional 2,412 shares during the last quarter. 72.20% of the stock is owned by institutional investors.

Analysts Set New Price Targets AMZN has been the topic of a number of research analyst reports. Tigress Financial increased their target price on Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. Truist Financial upped their target price on Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. HSBC lifted their price target on shares of Amazon.com from $280.00 to $310.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Benchmark upped their price objective on shares of Amazon.com from $275.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Scotiabank restated an “outperform” rating and set a $325.00 price target (up from $275.00) on shares of Amazon.com in a research report on Thursday, April 30th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $312.76.

View Our Latest Analysis on AMZN

Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Insider Transactions at Amazon.com In related news, CEO Matthew S. Garman sold 15,467 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the transaction, the chief executive officer directly owned 14,159 shares in the company, valued at $3,729,480.60. This trade represents a 52.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of Amazon.com stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 144,274 shares of company stock worth $38,716,204. 8.90% of the stock is owned by insiders.

Amazon.com Trading Down 1.0% Shares of AMZN opened at $247.27 on Friday. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The firm’s 50-day moving average price is $250.83 and its 200-day moving average price is $235.93. The firm has a market capitalization of $2.66 trillion, a price-to-earnings ratio of 29.58, a PEG ratio of 1.84 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. Amazon.com’s revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the firm earned $1.59 earnings per share. Sell-side analysts anticipate that Amazon.com, Inc. will post 7.75 EPS for the current year.

About Amazon.com (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Featured Articles Five stocks we like better than Amazon.com Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINECapstone Wealth Management Group LLC Cuts Stock Holdings in Amazon.com, Inc. $AMZN

NEXT HEADLINE »Alphabet Inc. $GOOGL Position Reduced by First National Bank & Trust Co. of Newtown

Elon Musk doesn't hand out compliments to rivals often, which is why his recent about-face turned heads. After dismissing the AI start-up Anthropic last year, Musk posted that he "was clearly wrong" and now considers it "obviously currently the leader in AI," praising its latest Claude models as the strongest yet. That is a striking admission from a competitor. But the investors who should really pay attention are not watching Musk. They are shareholders of Amazon (AMZN 0.91%) and Alphabet (GOOGL 2.05%).

Musk had written a year ago that "winning was never in the set of possible outcomes for Anthropic." Reversing that in public, and calling Anthropic the outright leader, is the kind of validation money can't easily buy. It came after Anthropic raised an enormous funding round and shipped models that impressed even skeptics. When the person running a competing AI lab concedes your product is the best, the market listens.

Tesla CEO Elon Musk. Image source: The White House.

Why Amazon and Alphabet are the real winners Here's the connection most headlines miss: Amazon and Alphabet are two of Anthropic's largest backers. Alphabet owns roughly 14% of the company, and Amazon holds a stake in the mid- to high teens, positions each worth well over $100 billion at Anthropic's latest valuation near $965 billion. Amazon alone had committed around $33 billion, with a pledge to invest tens of billions more as milestones are hit. If Anthropic is truly the AI leader, those stakes could swell further, especially with the company reportedly heading toward a blockbuster IPO.

The equity is only half the story, though. Anthropic has committed to spending more than $100 billion on Amazon Web Services over the next decade, including heavy use of Amazon's custom Trainium chips, and roughly $200 billion on Google Cloud over five years, potentially leaning on Alphabet's own AI accelerators. So both giants win twice: their investment appreciates, and the AI leader becomes an anchor customer funneling tens of billions into their cloud businesses. That is a rare double benefit, and Musk's endorsement only strengthens the case that Anthropic will keep growing into those commitments.

Today's Change

(

-2.05

%) $

-7.26

Current Price

$

347.20

The catch investors should weigh I wouldn't get carried away, though, because there's a real wrinkle here. A large chunk of the eye-popping "AI profits" Amazon and Alphabet have reported recently came from marking up the value of their Anthropic stakes, not from selling more products. Amazon booked billions in pretax gains in a single quarter simply because Anthropic's paper valuation rose. Paper gains are nice, but they aren't the same as durable operating earnings, and they can reverse just as quickly if the AI mood sours.

There's also a whiff of circularity worth acknowledging. Amazon and Alphabet invest in Anthropic, and Anthropic turns around and spends that money on their cloud services and chips. That can inflate everyone's numbers in the good times, but it also means the whole arrangement leans on a continuation of the AI boom. Anthropic itself is still spending enormously and is not a mature, profitable business. And its nearly $1 trillion private valuation leaves little room for disappointment.

Today's Change

(

-0.91

%) $

-2.28

Current Price

$

247.61

The takeaway for investors Musk's admission is more than a bit of tech-world drama. It's a high-profile confirmation that Anthropic, a company quietly underpinning two of the market's biggest stocks, is winning. For Amazon and Alphabet shareholders, that means their exposure to the AI race runs deeper than the chatbots and cloud tools you can see, extending into a stake that could be worth hundreds of billions and a customer relationship worth hundreds of billions more.

My honest take is that this is a genuine, underappreciated strength for both companies, but investors should hold it in perspective. Enjoy the upside from owning a piece of the AI leader, while remembering that a big slice of the recent gains are marks on paper, not cash in the bank. The businesses underneath still have to deliver.

Amazon is accelerating into strong double-digit revenue growth, with Q2 2026 expectations at 16.8% year-on-year and robust AWS momentum. CapEx is now overwhelmingly dedicated to AWS and generative AI, with TTM CapEx at $151 billion and a target to exceed $200 billion by FY 2026. AWS and AI revenue growth are directly linked to CapEx, supporting a bullish thesis for 40–45% AWS revenue growth over the next several quarters.

Amazon (AMZN 0.90%) just completed a large bond sale, and it's a direct sign of where CEO Andy Jassy is pointing the company. Amazon sold $25 billion worth of bonds to finance its data center build-out, telling investors it's going all in on the artificial intelligence (AI) build-out.

This is a big deal because there have been some concerns proliferating over the past month about the health of the AI build-out trend. This bond sale is a solid indicator that the trend is robust, so investors can refocus on what Amazon's future will look like as an AI-first infrastructure company.

Image source: Amazon.com Inc.

Jassy has some insight into what's coming In Jassy's annual letter to investors, he made the case for Amazon spending $200 billion on data center capital expenditures this year. One major factor he discussed was that the faster a cloud computing business grows, the more money it has to spend to build the data centers and purchase the chips necessary to run the workloads. Plus, he reiterated that Amazon's investments aren't being made on blind faith; the company has secured several data center clients that will start using the new computing capacity being developed the first day it's available.

That should calm investors' nerves a bit, as Amazon is doing everything right to secure a long-term opportunity in the cloud computing market.

Amazon

Today's Change

(

-0.90

%) $

-2.25

Current Price

$

247.64

Another factor that could set Amazon apart is its custom AI chips. Amazon Web Services (AWS) has already been successful in developing in-house Graviton central processing units (CPUs) for data centers, and its Trainium chips could also be a huge advantage, as Amazon has touted their cost effectiveness over graphics processing units for AI training workloads. It can't fully finance its ambitious expansion plans with its current cash flows, so Amazon is doing the right thing by issuing debt to secure this opportunity, even if some investors don't like it.

However, with Amazon becoming a more cloud-focused business, the stock looks even more attractive.

AWS' operating margins are far superior to those of Amazon's commerce divisions. This is evidenced by the fact that AWS accounted for 59% of operating profit in the first quarter, despite making up only 21% of revenue. As this division grows faster on the back of the company's increasingly large capital investments, Amazon's profits will likely soar, making the stock a no-brainer buy at today's levels. I think that Amazon's transformation into a cloud-focused business will surprise a lot of investors, and that the upside in the stock is real and immense.

Keithen Drury has positions in Amazon. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.

The family of an Indiana teen who suffered traumatic brain injuries last year in a school bus crash is suing Amazon, a trucking company and local county officials for allegedly failing to keep a driver with a 20-year history of driving violations and drug use off the road.

On May 8, 2025, Lucas Bradshaw, then 16, was traveling to a game with his junior varsity baseball team when truck driver Shawn Akison, 42, crashed into the back of their mini school bus, according to a lawsuit filed last week in state court.

Akison was impaired by fentanyl, using his phone to check the Amazon app and traveling more than 75 mph in a 45-mph zone when the crash occurred – overturning the school bus and ejecting Bradshaw approximately 75 feet, the complaint alleged.

Lucas Bradshaw, then 16, suffered traumatic brain injuries in a school bus crash last year, according to the lawsuit. WNDU Bradshaw was rushed into emergency brain surgery after the crash and was in a coma for 54 days, spending a total of 125 days hospitalized and in intensive rehabilitation, according to the suit.

The teen suffered a severe traumatic brain injury, multiple brain hemorrhages, facial fractures and a broken arm, and continues to live with significant cognitive impairment, memory loss, vision loss and impaired mobility, according to the suit and his lawyers.

His family is seeking damages from Amazon and Elite Courier, the trucking company that hired Akison, arguing they did not adequately perform background checks on Akison.

They are also seeking damages from St. Joseph County, alleging police officers were aware of Akison’s erratic driving on May 8 and even initiated a pursuit – but terminated the chase without reporting it to neighboring LaPorte County officials once Akison crossed the county line. 

It is the third lawsuit filed in connection with the crash, which reportedly involved another school bus and a fourth vehicle – injuring seven baseball players and two coaches.

“This was a tragedy, and our hearts are with the families affected as they recover and the entire LaPorte County community,” an Amazon spokesperson told The Post. “Given this is active litigation, we have no further comment.” 

Shawn Akison pleaded guilty to causing catastrophic injury while operating a motor vehicle under the influence. WNDU/LaPorte County Sheriff’s Department Akison was hired by Elite Courier, a third-party trucking company based in Illinois, and made Amazon deliveries as a subcontractor through the app Amazon Relay. According to company policy, Amazon conducts daily carrier screenings and driver verifications, leaving the third-party courier responsible for background checks.

But the lawsuit described the life-changing incident as a preventable tragedy, arguing neither Amazon nor Elite Courier flagged Akison even though he had a history of driving with a suspended license, speeding, unlawful use of a phone while driving, weaving in and out of lanes and even leaving the scene of a separate traffic crash.

In January 2025, less than four months before the tragic school bus crash, Akison was arrested and charged for possession of heroin while he was making Amazon deliveries for Elite Courier after local police received 911 calls about his erratic driving, according to the lawsuit.

The overturned mini school bus and the freight truck involved in the tragic crash last year. WNDU Earlier this year, Akison was sentenced to eight years in Indiana prison after he pleaded guilty to causing catastrophic injury while operating a motor vehicle under the influence.

In addition to fentanyl, Akison had consumed cocaine approximately five days before the school bus crash, as well as three unprescribed Hydrocodone pills the day before the crash, according to the lawsuit.

St. Joseph County Police did not immediately respond to The Post’s request for comment. Elite Courier could not be reached.

Information in Investor’s Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or performance. Authors/presenters may own the stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use.

*Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet.

IBD, IBD Digital, IBD Live, IBD Weekly, Investor's Business Daily, Leaderboard, MarketDiem, MarketSurge and other marks are trademarks owned by Investor's Business Daily, LLC.

©2026 Investor’s Business Daily, LLC. All Rights Reserved.

Amazon-owned Zoox recalled software in 105 of its robotaxis over concerns its vehicles failed to detect heavy smoke and drove into it.

Zoox notified the National Highway Traffic Safety Administration of the recall on July 8 and said it became aware of the smoke detection issue following an incident last month.

On June 20, an unoccupied Zoox robotaxi encountered heavy smoke that obscured an active emergency fire scene that was not cordoned off with cones, the company wrote in its report. The vehicle entered the scene, then braked hard while attempting to steer away before coming to a stop, Zoox said.

The company said the incident took place in Las Vegas.

A Zoox teleguidance employee instructed the vehicle to reverse, then first responders placed traffic cones to block off the scene, according to the report.

Zoox said it investigated the incident and determined it's "the only event of this kind" that has occurred. No injuries were identified.

Read more CNBC tech newsElon Musk's Memphis AI empire is the epicenter of the data center backlashChinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, AnthropicSpaceX stock falls after Starship test flight abortedMicrosoft's Nadella criticizes Anthropic's Fable for being 'editorially controlled'Amazon acquired Zoox for $1.3 billion in 2020. The company operates driverless buggies that have no steering wheel or pedals, and feature four carriage-style seats that face inward, giving them a shuttle-like atmosphere.

Zoox currently offers free rides in parts of Las Vegas and San Francisco, and it's allowing select users to hail its robotaxis in small zones in Miami and Austin, Texas. Testing is also underway in six other U.S. cities.

The voluntary recall comes after NHTSA Administrator Jonathan Morrison last week issued a directive to autonomous vehicle developers to ensure their vehicles get out of the way of first responders.

Morrison said in the letter that the agency has "identified a clear pattern of driverless AVs interfering with law enforcement and other first responders," citing incidents where AVs drove into active emergency scenes, blocked the paths of ambulances or firefighters, or failed to recognize or respond to flashing lights, flares, smoke, fire and traffic cones.

He called on AV developers and operators "to immediately focus their resources on fixing this issue" and present their solutions to the agency by the end of the month. The letter doesn't name specific AV companies.

Zoox issued several software recalls last year to address issues over lane crossings, as well as its ability to predict the movement of other vehicles and pedestrians.

The company is racing to catch up to Alphabet's Waymo, which is the dominant robotaxi service in the U.S., with a fleet of about 4,000 automated vehicles in the country.

Last month, Waymo recalled about 3,900 robotaxis after some of its vehicles drove into closed construction zones on freeways, increasing "the risk of a crash."

watch now

In Brief

Posted:

8:29 AM PDT · July 17, 2026

Image Credits:TechCrunch Some Amazon cloud customers woke up on Friday to a surprise bill estimate that said they owed billions of dollars for cloud services they had never used.

Amazon confirmed on Friday that it’s trying to resolve a bug in its Amazon Web Services (AWS) billing portal that showed some customers “owed” millions or billions in cloud computing costs. 

In an update on its status page, Amazon said it began seeing inaccurate billing data as of late Thursday. But by Friday morning, the company conceded that the “rollback of a recent change did not resolve the issue.” Amazon said the change relates to its billing computation subsystem.

The good news for the customers who were told they “owe” millions or billions to Amazon is they are likely off the hook. The billing estimates “do not reflect actual usage and charges,” Amazon said.

According to several screenshots posted by Amazon customers on Reddit, one customer was quoted a billing estimate of close to $2.5 billion for this month’s AWS usage, while others had similar alerts, ranging from a few million dollars to hundreds of millions of dollars.

A spokesperson for Amazon did not immediately return a request for comment. The issue is expected to last several more hours, per Amazon’s status page.

Topics

Subscribe for the industry’s biggest tech news

Latest in Security

Amazon stock has struggled to keep pace with the broader market this year as investor sentiment toward hyperscalers has cooled. AMZN is up about 8% year to date and just 10% over the past 12 months, lagging many large-cap peers. 

However, the stock could regain momentum later this year if investors rotate back into hyperscalers amid renewed optimism about AI spending, cloud growth, and earnings.

AMZN stock price has underperformed the market this year as investors remained concerned about its spending and whether it will achieve a return on investment (ROI). 

The company has been spending billions of dollars in data centers. It plans to spend over $200 billion this year, a figure that may continue growing as memory, servers, and chip prices surge. 

The next key catalyst for the company is its earnings, which are expected to come out on July 30th. These earnings will provide an overview of how its business performed last quarter, and whether its cloud business is still growing.

The last financial results showed that its sales jumped by 17% in the first quarter to $181 billion. Excluding its forex benefits, the company’s sales rose by 15% from the same period last year. 

By segment, is international sales rose by 19%, while AWS jumped by 28% to $37.8 billion. Its North America segment jumped by 12% to $104 billion, as retail spending growth continued.

Most notably, despite its strong spending, Amazon’s operating income rose to over $23.9 billion, with AWS leading the pack with $14.2 billion. However, the key blemish in the report was its free cash flow, which plunged to $1.2 billion in the trailing twelve months as it boosted its spending.

There were a few notable statements in the report. For one, the company’s chip business, which is made up of Graviton, Terranium, and Nitro, made $20 billion in annual revenue run rate. It also inked a deal with OpenAI to consumer about 2 GW of Tranium capacity. 

The upcoming earnings report is expected to show that revenue jumped by 16.8% in the second quarter to over $195 billion. Notably, the IWS division is expected to grow by about 25% as the company’s market share in the cloud computing sector remains.

For the year, the company’s revenue is expected to grow by 15% to $823 billion, followed by $930 billion next year. 

There are signs that the company has become highly overvalued, with the forward price-to-earnings ratio hitting 29. Its multiple is much higher than the sector median of 15. 

Most Wall Street analysts remain bullish on Amazon stock. The average price target is $312, implying about 25% upside from the current level. Among the most optimistic forecasts, KeyCorp has a $335 target. 

Meanwhile, Wedbush, Citigroup, and Citizens maintain Outperform, Buy, and Market Outperform ratings, respectively, reflecting continued confidence in the company's long-term growth prospects.

READ MORE: Is Big Tech's $725B AI splurge being funded by mass layoffs?

AMZN stock chart | Source: TradingView

The daily chart shows that the AMZN stock has crawled back in the past few days, moving from a low of $225 earlier this month to the current $250. It has already crossed the 50-day and 100-day moving average and formed an inverted head-and-shoulders pattern. 

It is also hovering around the 23.6% Fibonacci Retracement level. Therefore, the stock will likely bounce back in the near term as investors start rotating from memory and semiconductor companies to hyperscalers. If this happens, the next key target to watch will be the year-to-date high of $278.

A Zoox robotaxi operates on the streets of downtown Austin, Texas, U.S., March 31, 2026. REUTERS/Joel Angel Juarez Purchase Licensing Rights, opens new tab

CompaniesWASHINGTON, July 17 (Reuters) - Amazon.com (AMZN.O), opens new tab self-driving car unit Zoox said Friday it will recall its fleet of 105 autonomous vehicles because they may ​not detect heavy smoke and could impede emergency personnel.

Last week, the ‌top U.S. auto safety official said self-driving car companies must quickly address a "clear pattern" of driverless vehicles interfering with law enforcement and other first responders that had raised significant safety concerns.

The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here.

Zoox ​said Friday that on June 20 an unoccupied Zoox autonomous vehicle encountered ​heavy smoke that obscured an active emergency fire scene. The Zoox vehicle ⁠entered the scene, then braked hard while attempting to steer away before coming to ​a stop.

The Zoox vehicle under teleguidance reversed after which first responders placed ​traffic cones at the scene blocking two of the three lanes. Zoox said the software update enhances existing capability of detecting and responding to heavy smoke.

Jonathan Morrison, who heads the U.S. ​vehicle regulatory agency, said in a letter to AV companies that NHTSA has ​documented multiple instances of robotaxis driving into active emergency scenes, and other incidents when the vehicles "blocked ‌the ⁠paths of ambulances and firefighters, or failed to recognize and respond to basic safety conditions like flashing lights, flares, smoke, fire, and traffic cones."

NHTSA said it would schedule meetings with vehicle developers by the end of the month to ​solicit solutions. "An AV that ​cannot safely interact ⁠with first responders is a danger to the general public," the letter said.

Local media in Texas reported a Waymo (GOOGL.O), opens new tab ​self-driving vehicle in Dallas in late May partially blocked a ​route fire ⁠trucks were using to get to an apartment building on fire.

Other videos have shown Waymo vehicles blocking an ambulance and driving through an active police scene.

Both NHTSA ⁠and ​the National Transportation Safety Board are investigating separate ​incidents involving Waymo self-driving vehicles, including vehicles passing stopped school buses with their lights activated in violation ​of Texas state law.

Reporting by David Shepardson; Editing by Susan Fenton and Chizu Nomiyama

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Dave Brown, one of the most senior executives at Amazon Web Services, will bring his nearly two decades of experience to Meta.