Amazon.com, Inc. (AMZN)
Amazon is positioned as a dominant AI infrastructure and monetization leader, with Q3 2025 net sales up 13% to $180.2 billion. The same infrastructure is monetized through Amazon's own workloads and externally through AWS customers, third-party services, and advertising. AMZN's aggressive AI capex is backed by robust cash flow ($130.7B TTM OCF) and multi-segment monetization, including custom silicon, higher margin services, and growing commerce.
Amazon's AI solutions are getting a lot of attention, but its advertising business is another key tailwind in addition to e-commerce. Netflix is getting a lot of coverage for a potential acquisition, but its flagship businesses are sticky on their own.
J2 Capital Management Inc trimmed its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 68.7% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,918 shares of the e-commerce giant's stock after selling 4,204 shares during the period. J2 Capital Management
Mad River Investors acquired a new stake in Amazon.com, Inc. (NASDAQ: AMZN) during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,400 shares of the e-commerce giant's stock, valued at approximately $747,000. Amazon.com comprises about 0.3% of Mad River Investors' investment portfolio, making the stock its
Riverbridge Partners LLC trimmed its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 632,358 shares of the e-commerce giant's stock after selling 21,252 shares during the quarter. Amazon.com accounts for
Amazon is set for a comeback in 2026, helped by its cloud computing segment. Alphabet answered a ton of questions about the future of its business in 2025.
Beech Hill Advisors Inc. decreased its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 14.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,651 shares of the e-commerce giant's stock after selling 5,180 shares during the period. Amazon.com comprises about 3.1%
2026 is shaping up to be a great year for these investments.
Ongoing AI investments lay the groundwork for a potential multi-trillion-dollar market by 2035. These companies have a firm grasp on key AI niches, as well as stakes in privately owned AI companies.