CNBC's “Halftime Report” Investment Committee discuss their top stocks to watch for the second half of the day's trading session.

Amazon (NASDAQ:AMZN) may be the dominant e-commerce retailer that's pushed big retail to adapt or crumble under pressure, but with the firm now boasting a $2.6 trillion market cap, it isn't the same growth star it used to be.

Infosys (INFY) is making a fresh push to turn generative AI from a talking point into something enterprises actually use, signing a new deal with Amazon Web Ser

The next phase of the AI trade will depend on autonomous agents. These five stocks could lead the rally.

Many investors believe that a bubble has formed in the artificial intelligence sector. Research from The Motley Fool finds that only about 1 in 4 investors thinks that AI stocks have sustainable valuations.

Amazon stock underperformed in 2025, but looks set to outperform in 2026. The company should begin to see its cloud computing revenue accelerate and its e-commerce operating income climb.

Ethic Inc. grew its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 0.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 747,081 shares of the e-commerce giant's stock after purchasing an additional 4,210 shares during the period. Amazon.com comprises approximately 2.7% of

Fort Washington Investment Advisors Inc. OH grew its position in Amazon.com, Inc. (NASDAQ: AMZN) by 2.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,131,993 shares of the e-commerce giant's stock after acquiring an additional 48,416 shares during the quarter. Amazon.com

Nike continues to struggle to drive revenue and profit growth as it has a lot of work to do to turn things around. Amazon dominates its end markets, and earnings are set to increase at double-digit rates.