Amazon.com, Inc. (AMZN)
Amazon is positioned to outperform mega-cap peers, driven by its expansive data center footprint and AI infrastructure leadership. AMZN's AWS segment is primed for accelerated growth, with government contracts and AI demand supporting potential 25% revenue growth in 2026. Digital advertising is a high-margin, fast-growing segment, with Prime Video and sports integrations fueling a potential $1T valuation opportunity.
Amazon has committed to investing $$35 billion in India's cloud and AI space by 2030, as hyperscalers race to get a foothold in the market.
Amazon (NASDAQ:AMZN) didn't have the best 2025.
The late conservative activist's book, published Tuesday, is about honoring the sabbath.
Alphabet's unique business model makes it an attractive opportunity in a complex quantum AI field. Nvidia supplies both hardware and software systems that power quantum computing environments.
Stock News Fed set for âhawkish cut': Goldman Sachs (GS) and other Wall Street desks expect the Federal Reserve to deliver a third straight 25 bps rate cut wh
Amazon is rolling out new shopping features for its artificial intelligence (AI) assistant Alexa+. As reported Tuesday (Dec. 9) by TechCrunch, these features include a shopping hub, a feature that lets users add items to recent orders and personalized recommendations.
Nvidia will remain the top AI chip play for the foreseeable future. Microsoft's cloud and AI businesses are rapidly expanding.
This past year saw Ackman make several key moves within Pershing Square's portfolio. They've all had varying degrees of success, but Ackman typically holds positions for years.