When the Q1 2026 13F filings were released in mid-May (Q2 filing are released later in August), three names kept surfacing across the sharpest institutional portfolios: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Alphabet (NASDAQ:GOOGL) and Uber (NYSE:UBER).

ABNB sees growth across the board, AMD buys AI start-up to challenge Nvidia, and more

Amazon Web Services has been crushing it lately. Andy Jassy believes that AWS could be a $1 trillion business someday.

Amazon.com (NASDAQ: AMZN - Get Free Report) and Ryohin Keikaku (OTCMKTS:RYKKY - Get Free Report) are both large-cap consumer discretionary companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, earnings, profitability, risk and valuation. Profitability This table compares Amazon.com and Ryohin

I rate Amazon a buy over 12–36 months, given AWS-led earnings growth and improving retail economics, but not a Strong Buy due to valuation demands. AWS reaccelerated to 37% revenue growth and 39.4% margin, driving 61% of Q2 operating income from just 21% of revenue. Retail's profitability is rising, with North America delivering a 7.9% margin and third-party advertising and subscription services enhancing monetization.

In July, Amazon's major catalyst was the release of strong second-quarter results. Robust demand for AI capabilities drove powerful quarterly results in the company's cloud services business, Amazon Web Services (AWS).

Amazon (AMZN -0.14%) CEO Andy Jassy is starting to forecast huge growth several years out.

The company and Gilroy, Calif., officials spent years quietly negotiating a $2 billion project that few residents knew about until construction began; now locals are upset.

Amazon CEO Andy Jassy recently acknowledged the company's capital expenditures budget is rising due to surging memory chip prices. Micron is only one of three manufacturers that supply advanced DRAM and high-bandwidth memory.