Apple's artificial intelligence (AI) innovations have been lackluster, but its ecosystem is as powerful as ever. Amazon is driving tremendous growth in its AWS cloud division thanks to strong AI demand.

Amazon's cloud computing division is accelerating its growth, while e-commerce keeps rising steadily. The stock looks cheap if you believe in the company's margin improvement.

Charlie Munger: Berkshire Hathaway's biggest edge is lack of bureaucracy at headquarters, letting it move faster than rivals. Munger sees bureaucracy as a cancer and a waste in successful institutions. Amazon's CEO shares the view and vows to slash layers.

I started the conversation by saying that one of my favorite retail stocks right now is Amazon.

Gene Munster argues that OpenAI remains undervalued even at a rumored $830 billion valuation, saying its explosive growth, massive user scale and Big Tech's all-in commitment to AI outweigh mounting losses, hype concerns and dot-com-style risks.

Ford Motor Co. (NYSE: F) has announced a recall of over 270,000 electric and hybrid vehicles in the U.S. due to a potential roll-away risk.

The AI buildout trend is expected to continue at full speed. Cloud infrastructure companies are expected to thrive due to increased AI demands.

Starbucks Corp. (NASDAQ: SBUX) on Friday named Amazon veteran Anand Varadarajan its new chief technology officer, starting Jan. 19.

The stocks listed here all have market caps of more than $1 trillion. They are among the leading companies in tech, but their valuations still aren't terribly high with respect to earnings.

CNBC's “Fast Money” team shares their final trades of the day.