CX Institutional increased its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 13.8% during the third quarter, according to its most recent filing with the SEC. The fund owned 155,180 shares of the e-commerce giant's stock after buying an additional 18,808 shares during the quarter. Amazon.com accounts for approximately 1.0% of CX Institutional's portfolio,

The market punished Meta's stock for its spending plans. Amazon has had some strong results recently.

In Q4 2025, Polen Capital initiated a new position in Tencent Holdings and Spotify and sold its positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday. Eli Lilly was the top performing relative contributor in Q4. The primary drag for the quarter was Oracle, accounting for almost all of the Portfolio's relative underperformance in Q4.

Investors in Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) have watched shares climb 74% over the past year, rising from around $20 to $35.

Gene Munster said Apple stock could gain over the next eight months as the company prepares two major Siri upgrades - including a ChatGPT-style chatbot in iOS 27 - marking a significant shift in its AI strategy despite trailing rivals in the generative AI race.

The final trades of the day with CNBC's Melissa Lee and the 'Fast Money' traders.

Gradient Investments senior portfolio manager Keith Gangl shares some of his top stock picks he is predicting for 2026, like Amazon, TJX Companies, and Cintas. Also hear Keith Gangl address how geopolitical headlines and policy proposals are creating more "noise" for investors right now.

Amazon has launched an artificial intelligence (AI) assistant for its One Medical app. The agentic AI tool, announced Wednesday (Jan. 21), is designed to help with things like answering health questions, scheduling appointments and managing medications.

Jeff Bezos-backed Blue Origin is launching a satellite internet network for enterprise, data center and government customers, called TeraWave. The company aims to begin deploying the first of 5,408 satellites in the fourth quarter of 2027.

Amazon's 2025 capital expenditures were the highest in the company's history. Investors have grown impatient with the lack of tangible results from that spending.