David Tepper's Appaloosa Management nearly doubled its Amazon (NASDAQ:AMZN | AMZN Price Prediction) stake in the first quarter of 2026, adding roughly 2.14 million shares to bring the total to about 4.3 million, a position worth approximately $900 million and disclosed in a 13F filed May 15.

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Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

SpaceX (NASDAQ:SPCX | SPCX Price Prediction) never ceases to be in the headlines, it seems.

Bezos still has major skin in the game. His huge Amazon stake keeps his interests closely tied to long-term shareholder value.

Amazon's Region Flex spreads e-commerce workloads across more AWS cloud regions. It aims to make Amazon's online retail operation more flexible, resilient, and closer to customers.

Arete Wealth Advisors LLC raised its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 6.0% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 86,584 shares of the e-commerce giant's stock after purchasing an additional 4,928 shares during the quarter....

Argent Capital Management LLC decreased its position in Amazon.com, Inc. (NASDAQ: AMZN) by 7.6% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 871,185 shares of the e-commerce giant's stock after selling 71,954 shares during...

Analysts estimate that Amazon's net sales will be $1.1 trillion in 2028, up 53% from 2025's total. Cloud computing and artificial intelligence are notable growth drivers.

Financial Avengers Inc. cut its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 3.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 106,966 shares of the e-commerce giant's stock after selling 4,243...

Evolutionary Tree Capital Management LLC decreased its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 37.1% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,781 shares of the e-commerce...

BankChampaign National Association purchased a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,782 shares of the e-commerce giant's stock,...

FinArc Investments Inc. purchased a new position in Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm purchased 6,214 shares of the e-commerce giant's stock, valued at approximately $1,294,000. Amazon.com comprises...

Amazon is training its AI models on Twitch livestreams. "We don't expect you to be happy or excited about this," a Twitch exec said.

With regular weekday Digest writer Jeff Remsburg on vacation, we've asked some of InvestorPlace's top analysts to share the ideas they're most excited about right now. Today, we're passing the baton to Thomas Yeung, Eric Fry's research analyst and fellow Digest writer.

The streaming platform Twitch will now use creators' content to help train generative AI models for its parent company, Amazon. This move has inspired swift and concentrated backlash from the Twitch community, especially because creators are opted in to having their content used for this AI...

The latest earnings season signals a shift: mega-cap tech's AI capex is increasingly accepted if clear revenue conversion is demonstrated. Valuations for hyperscalers like META, MSFT, AMZN, and NVDA remain suppressed, presenting an opportunity to accumulate shares amid ongoing volatility. Elevated...

Big tech names like Alphabet, Meta, and Microsoft are lagging the S&P 500 thus far in 2026. Investors are worried about the megacaps' high capital expenditures, but analysts' price targets forecast solid gains over the next 12 months.

Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.