Seth Klarman's Baupost Group rarely shows its cards, so when the latest 13F filing (holdings as of March 31, 2026, filed May 14, 2026) disclosed his five largest long common-stock positions, the disclosure read like a treasure map.

For much of the past year, investing in artificial intelligence felt refreshingly simple.

U.S. equity ETFs are absorbing money at a pace that dwarfs every previous bull market, and margin debt just hit a level the financial system has never seen before. When this many records stack up at once, history has a habit of making investors regret their confidence.

Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.

Advertising services is one of Amazon's fastest-growing businesses. Because the company makes little information about the performance of its ad business public, investors may not be fully recognizing the value of the segment.

According to Visible Alpha consensus, Amazon's total revenue for North America of $113.8 billion expected for Q2 edged upward since the February 2026 release. The International operating profit margin range is more extreme at 1.7% to 13.4%, with consensus settling at 4.2%. Given the current backdrop and increasing energy and chip prices, there are questions about whether the Company will raise its full year CapEx guidance.

Artificial intelligence has become the biggest growth story in global technology, but this week's earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive. And, investors are not okay with this.

ARQ Wealth Advisors LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 112.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,480 shares of the e-commerce giant's stock after acquiring an additional 5,556 shares during the period.

Associated Banc Corp grew its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 0.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 585,583 shares of the e-commerce giant's stock after purchasing an additional 4,256 shares during the quarter. Amazon.com accounts for about 3.2% of

Anchor Investment Management LLC raised its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 3.0% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 73,881 shares of the e-commerce giant's stock after buying an additional 2,160 shares during the quarter. Amazon.com accounts for