Apple's new Neo laptop could be a nice growth driver. Amazon is seeing strong cloud computing growth and nice e-commerce operating leverage.

Amazon stock is down 7% year to date, and it has lagged the other "Magnificent Seven" stocks over the past five years. Its valuation is nearly as low as it's been in almost two decades.

Baltimore Washington Financial Advisors Inc. increased its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 1.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 239,862 shares of the e-commerce giant's stock after purchasing an additional 4,558

First Trust Advisors LP cut its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 3.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,467,485 shares of the e-commerce giant's stock after selling 218,003 shares during the quarter. Amazon.com comprises about

Uber Technologies is upgraded to a strong buy, driven by robust growth, improving financials, and an undervalued stock price. UBER's aggressive expansion in autonomous vehicles, including partnerships with Zoox, WeRide, and Baidu, positions it at the forefront of AV ride-hailing. Uber's hybrid approach—integrating human drivers and AVs—creates a defensible moat, leveraging network effects, operational scale, and technological leadership.

Big technology companies are facing pushback over their data centers, which have been blamed for rising energy prices in the U.S. These so-called hyperscalers have pledged to bear rising energy costs or to pursue alternative energy sources.

Bowie Capital Management LLC lessened its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 7.9% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 492,704 shares of the e-commerce giant's stock after selling 42,455 shares during the period. Amazon.com makes up 4.7% of Bowie Capital Management

CKW Financial Group reduced its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 26.1% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 16,607 shares of the e-commerce giant's stock after selling 5,851 shares during the quarter. Amazon.com accounts for approximately

Microsoft's commercial backlog is soaring, but one company accounts for a significant portion of it. Amazon's cloud computing segment's growth rate is accelerating, fueled by surging AI demand.

Amazon plans to hold its annual Prime Day sale a month earlier, scheduling it for late June this year rather than July as it did last year, Bloomberg reported Thursday (March 12), citing unnamed sources. Reached by PYMNTS, Amazon declined to comment on the report.