While Target (TGT) web visits are accelerating, Walmart (WMT) is "winning the war" for retail, @LikeFolio's Andy Swan says. Higher income consumers trading down to Walmart, and ecommerce, are two factors that Andy says are helping the retail giant steal market share from Amazon (AMZN).

These two innovative market leaders have already delivered market-beating returns. They might do so again if they can capitalize on the fast-growing AI robotics niche.

The very spending that has some investors clutching their portfolios turns out to be the smartest infrastructure bet since the original cloud build-out.

Pershing Square Capital Management bought shares in these three dominant tech titans when their valuations became too attractive to ignore. With products and services that register robust demand and usage, these businesses stand to benefit tremendously from improving artificial intelligence (AI) capabilities.

Pallas Capital Advisors LLC boosted its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 3.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 238,235 shares of the e-commerce giant's stock after buying an additional 8,600 shares during

Generali Investments CEE investicni spolecnost a.s. lifted its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 5.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 88,693 shares of the e-commerce giant's stock after purchasing an additional 4,907 shares during the quarter.

Net Worth Advisory Group grew its position in Amazon.com, Inc. (NASDAQ: AMZN) by 42.8% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 17,154 shares of the e-commerce giant's stock after buying an additional 5,140 shares during the period. Amazon.com accounts for approximately 0.8% of Net Worth Advisory Group's

Generate Investment Management Ltd grew its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 59.2% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 679,634 shares of the e-commerce giant's stock after buying an additional 252,830 shares during the quarter. Amazon.com accounts for

Elevatus Welath Management lifted its position in Amazon.com, Inc. (NASDAQ: AMZN) by 22.8% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,056 shares of the e-commerce giant's stock after acquiring an additional 8,008 shares during the period. Amazon.com

Eagle Rock Investment Company LLC raised its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 109.9% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 17,307 shares of the e-commerce giant's stock after buying an additional 9,061 shares during the period. Eagle Rock Investment Company LLC's holdings