With regular weekday Digest writer Jeff Remsburg on vacation, we've asked some of InvestorPlace's top analysts to share the ideas they're most excited about right now. Today, we're passing the baton to Thomas Yeung, Eric Fry's research analyst and fellow Digest writer.
The streaming platform Twitch will now use creators' content to help train generative AI models for its parent company, Amazon. This move has inspired swift and concentrated backlash from the Twitch community, especially because creators are opted in to having their content used for this AI training by default.
The latest earnings season signals a shift: mega-cap tech's AI capex is increasingly accepted if clear revenue conversion is demonstrated. Valuations for hyperscalers like META, MSFT, AMZN, and NVDA remain suppressed, presenting an opportunity to accumulate shares amid ongoing volatility. Elevated volatility in ETFs like QQQ enhances option premiums, enabling income investors to amplify returns via strategic option ETFs such as GPIQ, QDVO, and GPTY.
Big tech names like Alphabet, Meta, and Microsoft are lagging the S&P 500 thus far in 2026. Investors are worried about the megacaps' high capital expenditures, but analysts' price targets forecast solid gains over the next 12 months.
Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.
AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.
For investors who suspect Amazon could be range-bound for the next seven weeks, consider a “jade lizard.”
Amazon (NASDAQ:AMZN | AMZN Price Prediction) shares jumped from $230.08 at the earnings release to $256.82 within an hour after the company reported Q2 2026 numbers on July 30, and by the following week the stock was trading at $274.48.
Auger will keep and grow its 115-person engineering office in Bellevue, but co-founder and CEO Dave Clark has relocated the supply chain startup's headquarters to North Dallas.
Investors love S&P 500 dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.