AWS posted its best quarter in years. Google Cloud blew expectations out of the water.

AEGON ASSET MANAGEMENT UK Plc trimmed its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 0.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,476,450 shares of the e-commerce giant's stock after selling 5,799 shares during the period. Amazon.com makes up about 3.8%

Billionaire Bill Ackman, one of the most successful hedge fund managers in history, bought large positions in Amazon and Meta Platforms in 2025. Amazon has a strong presence in e-commerce and cloud computing, and the company using AI to drive revenue growth and improve operating efficiency.

Amazon is undertaking its largest-ever capital spending program, set to reach $200 billion this year.

Amazon is a leader in e-commerce and cloud computing. The stock is seeing solid growth while trading at one of the most attractive valuations in its history.

Amazon stock is down 11% year to date as investors are concerned about the company's spending and growth. Amazon is trading at near its lowest valuation since the early 2010s.

Amazon's stock is down amid Wall Street fears of a large capital-spending cycle in 2026. This happened to the business before in the COVID-19 pandemic and led to long-term earnings and cash-flow growth.

Amazon and Alphabet announced plans to spend a combined $380 billion in 2026. Alphabet is tapping the debt market to raise cash for all of its spending.

Amazon deploys 32 satellites, AI data centers face power scrutiny, and major tech earnings beat estimates as global markets digest space, energy, and semiconductor developments.

Nvidia closed the week at $182.81, down 1.4% from the prior week's close. Three distinct storylines emerged that matter far more than the short-term price action. Here's what moved the needle for Nvidia (NASDAQ: NVDA) this week. The Week in Numbers Nvidia's 1.4% decline slightly underperformed the S&P 500, down 1.29% over the same period. More... Nvidia's Week: UBS Raises Target, Hyperscaler Spending Holds, AMD Stumbles.