When the Q1 2026 13F filings were released in mid-May (Q2 filing are released later in August), three names kept surfacing across the sharpest institutional portfolios: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Alphabet (NASDAQ:GOOGL) and Uber (NYSE:UBER).

ABNB sees growth across the board, AMD buys AI start-up to challenge Nvidia, and more

Amazon Web Services has been crushing it lately. Andy Jassy believes that AWS could be a $1 trillion business someday.

Amazon.com (NASDAQ: AMZN - Get Free Report) and Ryohin Keikaku (OTCMKTS:RYKKY - Get Free Report) are both large-cap consumer discretionary companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, analyst...

I rate Amazon a buy over 12–36 months, given AWS-led earnings growth and improving retail economics, but not a Strong Buy due to valuation demands. AWS reaccelerated to 37% revenue growth and 39.4% margin, driving 61% of Q2 operating income from just 21% of revenue. Retail's profitability is...

In July, Amazon's major catalyst was the release of strong second-quarter results. Robust demand for AI capabilities drove powerful quarterly results in the company's cloud services business, Amazon Web Services (AWS).

Amazon (AMZN -0.14%) CEO Andy Jassy is starting to forecast huge growth several years out.

The company and Gilroy, Calif., officials spent years quietly negotiating a $2 billion project that few residents knew about until construction began; now locals are upset.

Amazon CEO Andy Jassy recently acknowledged the company's capital expenditures budget is rising due to surging memory chip prices. Micron is only one of three manufacturers that supply advanced DRAM and high-bandwidth memory.

I think the primary reason everyone is talking about Amazon (AMZN -0.14%) is AWS's accelerating growth.

Amazon's $3 trillion valuation, achieved this week, is being treated as an artificial intelligence and cloud computing milestone. For retail leaders, it should be read as a broader signal that investors value the infrastructure surrounding commerce as much as the sale itself.

The tech stocks landscape is a complicated one right now. Investors have so many options, with technology equities delivering for portfolios year in and year out.

Amazon surpassed a $3 trillion market cap, driven by record Q2 2026 results and robust fundamentals, not just multiple expansion. Q2 revenue reached $200.61 billion (+20% YoY), AWS grew 36.7% YoY, and operating income soared 43% YoY to $27.5 billion with a 13.7% margin. CapEx guidance increased to...

Its performance may be volatile, but it's certainly working well enough right now.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

Amazon.com Inc. (AMZN, Financials), the e-commerce and cloud-computing company, is expanding its healthcare business by offering popular weight-loss medications

Amazon owns more than a fifth of Anthropic. Anthropic's upcoming IPO could be a major catalyst for Amazon's stock.

Novo Nordisk's Wegovy and Eli Lilly's Zepbound and Foundayo will be available at a cost of $50 a month.

Amazon (NASDAQ:AMZN | AMZN Price Prediction) is spending a fortune on the AI effort.