The market's biggest stocks need to come alive if benchmarks are to book a solid first-quarter gain.

The evolving tariff landscape is reshaping market leadership in ways that extend well beyond traditional winners and losers. That intersection between policy shifts, economic uncertainty, and innovation ties together the broader investment narrative shaping markets today. The most compelling opportunities now appear in areas ranging from precious metals to dominant platforms and key suppliers within the AI ecosystem.

Amazon's new artificial intelligence czar, Peter DeSantis, is a larger-than-life figure within the company.

Anthropic's massive revenue growth means more spending at Amazon's AWS. AWS' revenue is already accelerating and should continue to grow for many years.

Amazon's brick-and-mortar retailing track record has been hit and miss, with more miss than hit. This newest idea, however, uses a winning formula already proven to work by its top competitor.

Form 13Fs provide a way for investors to track which stocks Wall Street's savviest fund managers bought and sold in the latest quarter. Billionaire Stanley Druckenmiller meaningfully increased his fund's stakes in Alphabet and Amazon during the fourth quarter -- and AI is probably a big reason behind these moves.

Billionaire Bill Ackman has 55% of his hedge fund split between Uber, Amazon, Alphabet, and Meta Platforms. Uber is well positioned to help autonomous driving companies commercialize robotaxis and delivery services.

U.S. Air Force pilot Tyler Lucas won $5 million on Season 2 of Beast Games, prompting MrBeast to confirm the payout as the Amazon Prime Video series moves forward despite an ongoing lawsuit and amid weakness in Amazon's stock.

ARK Invest's Cathie Wood bought $12M in Baidu and $800K in Amazon on Thursday, Feb. 26, 2026.

Amazon operates the world's largest cloud computing platform, which offers a growing portfolio of AI services. Amazon's e-commerce business is increasingly profitable thanks to efficiency improvements in its logistics network.