Amazon's artificial intelligence (AI) and chips businesses have been thriving of late. Its cloud platform, Amazon Web Services, achieved its best growth in years.

On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, named Netflix, Inc. (NASDAQ:NFLX) as her final trade.

In rural West Texas, land-clearing crews are preparing a site for what could become the single largest source of carbon dioxide emissions among American power plants.

For Q2 '26 to-date, S&P 500 EPS and revenue growth are up 51.1% and 15.2% respectively. The S&P 500 EPS growth has been inflated the last two quarters by the Anthropic mark-ups. The S&P 500 "operating" EPS growth rates the last two quarters are 19-20%, and 32.7%. Looking at longer-term revenue estimates for the S&P 500's y-o-y revenue growth rate, Q2 '26 was estimated at 6.9% on January 2nd, '26, while Q2 '26's almost-completed revenue growth is 15.2%, or twice what was expected on January 2, '26. Amazon's latest earnings release was also heavily affected by the Anthropic write-up: after removing the EPS value of the Anthropic mark-up, I have that Amazon missed on their EPS by 55%, printing operating EPS of $0.86 versus the $1.92 expected by the Street.

Elite Wealth Management Inc. boosted its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 16.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 97,466 shares of the e-commerce giant's stock after acquiring an additional 13,864 shares during the quarter.

Amazon had incredibly strong performance post-earnings as the company saw 20+% YoY revenue growth and 40+% operating earnings growth. Amazon's core business remains incredibly strong with a double-digit growth rate. Amazon's ads saw 26% YoY growth, giving high-margin revenue to the core business. Amazon has built a dominant AI market position, with equity stakes, cloud, and an incredibly strong silicon portfolio. AWS saw not only 37% YoY revenue growth but also margin growth.

Archon Partners LLC cut its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 3.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 240,000 shares of the e-commerce giant's stock after selling 9,660 shares during the quarter. Amazon.com comprises about

Aristotle Atlantic Partners LLC lessened its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 0.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 419,641 shares of the e-commerce giant's stock after selling 1,898 shares during the period. Amazon.com accounts for approximately 4.1% of Aristotle Atlantic

Everest Financial Group LLC lifted its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 14.0% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 147,787 shares of the e-commerce giant's stock after acquiring an additional 18,131 shares during the quarter. Amazon.com accounts for 5.1% of Everest Financial

Delta Global Management LP raised its position in Amazon.com, Inc. (NASDAQ: AMZN) by 168.8% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 194,523 shares of the e-commerce giant's stock after acquiring an additional 122,150 shares during the period. Amazon.com makes up 3.3% of Delta Global