Amazon is positioning itself deep within the AI landscape. AI also offers remarkable opportunities to transform Amazon's e-commerce business.

Nations Financial Group Inc. IA ADV increased its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 9.0% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,318 shares of the e-commerce giant's stock after buying an additional 6,686 shares

Waters Parkerson and CO. LLC grew its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 715.5% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 166,199 shares of the e-commerce giant's stock after purchasing an additional 145,820 shares during the quarter. Amazon.com comprises about 1.8% of

Stanley Druckenmiller is known for bold moves: Over the past couple of years, he sold all of his shares of Nvidia and Palantir Technologies. Druckenmiller favors technology and healthcare stocks.

Ycg LLC increased its position in Amazon.com, Inc. (NASDAQ: AMZN) by 2.9% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 343,761 shares of the e-commerce giant's stock after purchasing an additional 9,685 shares during the period. Amazon.com accounts for 5.7%

According to Visible Alpha consensus, Alphabet Inc.'s total revenues expected for Q4 2025 have increased to $111.4 billion from $108.8 billion last quarter. We are closely monitoring the trend of the Cloud business. The operating profit margin has been trending better. According to Visible Alpha consensus, Amazon.com Inc.'s total revenues of $211.6 billion expected for Q4 have remained steady since the October release, driven by resilience in Amazon's online retail business.

AWS CEO Matt Garman said space-based data centers remain impractical and uneconomical despite rising AI-driven infrastructure demand, citing high launch costs, heavy hardware and limited rocket capacity as major barriers even as some tech leaders continue to explore the idea.

Today, Feb. 3, 2026, Walmart's $1 trillion milestone stands out as rising bond yields and tech weakness drag major U.S. indexes lower.