Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The bank's quantitative research found that every one of the Magnificent Seven stocks, excluding Tesla but including Broadcom, registers as an extremely crowded long, as do eight of the 12 largest global semiconductor companies by market capitalisation.

Happy Friday, all. Here's some only-in-2026 math for you.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy.

Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).

The wait for the next James Bond is officially over. Or at least the waiting-to-find-out-if-they're-looking part.

For years, retail's artificial intelligence (AI) ambitions revolved around making search smarter. Now, Amazon and Walmart—two of the world's biggest retailers—are placing very different bets on what comes next.

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company's income statement.