Amazon, Meta and Alphabet all hiked their AI capex guidance in recent earnings statements. Hyperscalers are increasingly funding the buildout with debt rather than cash flow, shifting risk onto bondholders.

Seth Klarman focuses on undervalued and contrarian companies to buy and hold. He cut his fund's stake in Alphabet by more than 40% last quarter, after the stock zoomed higher on a flurry of good news.

Nebius expects huge growth in 2026. Amazon's custom chip business is already larger than Nebius.

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

Amazon is planning to spend $200 billion in developing its AI platform this year to benefit from the shift to the cloud. It's launching new services in e-commerce and enhancing the ad business with AI, leading to robust performance.

Investors are skeptical of Amazon's risk-taking. Amazon will likely be free-cash-flow negative in 2026.

Meridian Wealth Management LLC raised its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 332,479 shares of the e-commerce giant's stock after acquiring an additional 8,325 shares during the

Hazlett Burt and Watson Inc. grew its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 14.3% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 37,445 shares of the e-commerce giant's stock after purchasing an additional 4,674 shares during the quarter. Amazon.com

Mutual Advisors LLC lifted its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 9.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 221,317 shares of the e-commerce giant's stock after purchasing an additional 18,611 shares during the quarter.