Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street's sharpest investors are buying, selling, and holding. Although Ackman has always overseen a concentrated portfolio, several of his top ideas are AI applications companies.

Arista Networks is benefiting from the surge in demand for AI data center networking. Nvidia remains the core supplier of AI compute.

Young investors who are willing to endure more volatility can yield higher returns with a portfolio of individual stocks rather than an index fund. Amazon and Meta Platforms are two trillion-dollar giants with significant long-term potential thanks to their leadership in areas like artificial intelligence.

Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon's data centers.

China's Moonshot AI is reportedly in talks with several Mag 7 companies over Kimi revenue sharing. In the U.S., investors are keeping a close eye on inflation after core PCE came in slightly hotter than expectations.

Companies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates Companies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates

Amazon is attractively priced, supported by outstanding capital allocation and a deliberate investment cycle driving temporary free cash flow depression. AMZN's AWS segment is booming, with 2Q26 operating income up 63% YoY and revenue up 37% YoY, underpinned by robust AI and chip businesses. Management expects AWS revenue could eventually reach $1 trillion, with 85% of global IT spend still on-premises, indicating a long runway for growth.

Amazon is pouring hundreds of billions of dollars into expanding AWS' data center infrastructure. The cloud computing segment will be the key driver of the company's performance.

Nvidia walks into tonight's report carrying a $91 billion revenue target, a near-certain Blackwell ramp, and a stock that has beaten earnings four straight times yet still fallen in the days that followed. Something has to give.

Amazon (AMZN), the e-commerce, advertising and cloud-computing giant, posted 37% second-quarter AWS revenue growth—its fastest cloud expansion in roughly four