The Investment Committee detail their top picks for 2026 and explain why these names are may go higher during the year.

The Investment Committee detail their top stocks to watch for the second half of the trading session.

Amazon has underperformed recently, but fundamentals remain intact across cloud, retail, advertising, and experiential growth drivers. High R&D intensity supports long-term innovation optionality, placing AMZN among the most diversified cash-flow platforms within the Mag 7. AWS remains the primary profit engine, with proprietary AI infrastructure and Trainium chips offering potential margin and cost advantages over time.

Druckenmiller opened positions in these three AI leaders in the third quarter of 2025. The billionaire has invested in AI stocks throughout this AI boom.

The U.S. economy is showing K-shaped pattern with spending divergence between income groups since spring, driven by wage gaps and equity gains, according to Bank of America.

Amazon stock has experienced a bizarre 2025, rising just 5% while the S&P 500 posted gains of 16%. This makes it the least successful stock among the Magnificent Seven, even though it is regarded as a “top pick” by many Wall Street firms.

Major US stocks look slightly positive for Friday's session.

#morningstar #magnificentseven #nvidiastock Plus, how to manage the risk of market concentration in your portfolio. Is your portfolio making a big bet on the Magnificent Seven?

Amazon.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever.

Growth at Amazon's cloud computing segment is reaccelerating. Advertising services is the fastest-growing division within Amazon.