Seth Klarman focuses on undervalued and contrarian companies to buy and hold. He cut his fund's stake in Alphabet by more than 40% last quarter, after the stock zoomed higher on a flurry of good news.

Nebius expects huge growth in 2026. Amazon's custom chip business is already larger than Nebius.

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

Amazon is planning to spend $200 billion in developing its AI platform this year to benefit from the shift to the cloud. It's launching new services in e-commerce and enhancing the ad business with AI, leading to robust performance.

Investors are skeptical of Amazon's risk-taking. Amazon will likely be free-cash-flow negative in 2026.

Meridian Wealth Management LLC raised its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 332,479 shares of the e-commerce giant's stock after acquiring an additional 8,325 shares during the

Hazlett Burt and Watson Inc. grew its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 14.3% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 37,445 shares of the e-commerce giant's stock after purchasing an additional 4,674 shares during the quarter. Amazon.com

Mutual Advisors LLC lifted its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 9.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 221,317 shares of the e-commerce giant's stock after purchasing an additional 18,611 shares during the quarter.

Principal Financial Group Inc. raised its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,760,413 shares of the e-commerce giant's stock after purchasing an additional 508,755 shares during the period. Amazon.com

Gitterman Wealth Management LLC increased its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 105.6% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,921 shares of the e-commerce giant's stock after purchasing an additional 2,528 shares during the quarter. Amazon.com accounts for 0.2%