Ken Griffin's Citadel Advisors has long counted Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Amazon (NASDAQ:AMZN), and Apple (NASDAQ:AAPL) among its largest reported equity positions, and each mega-cap is trading through a very different chapter of the AI capex cycle.

I keep hitting the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction), and the $25 billion bond sale gave me three fresh reasons to keep going.

Amazon is accelerating into strong double-digit revenue growth, with Q2 2026 expectations at 16.8% year-on-year and robust AWS momentum. CapEx is now overwhelmingly dedicated to AWS and generative AI, with TTM CapEx at $151 billion and a target to exceed $200 billion by FY 2026. AWS and AI revenue growth are directly linked to CapEx, supporting a bullish thesis for 40–45% AWS revenue growth over the next several quarters.

Amazon (AMZN 0.91%) is scheduled to report quarterly financial results in late July.

Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.

A new exchange-traded fund is trying to package the biggest names in artificial intelligence into a single ticker that also pays regular income.

Retail sales rose in June as online spending surged, highlighting AMZN, FIVE, DLTR, TGT and TJX as retail stocks to watch.

Google (NASDAQ: GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ: AMZN) both reported

Amazon stock has a high volatility skew with the tech giant's earnings due July 30. Use an advanced options strategy to aim for profit.

AWS growth is tied to AMZN's roughly $200B 2026 AI spending plan as new AI launches, partnerships and customer investments fuel its next phase.