MercadoLibre is growing quickly in Latin American e-commerce and financial technology, but is seeing compressing margins. Amazon's profit margin inflection has finally arrived.

United States Representative Jonathan Jackson has disclosed a series of stock transactions, with trades around technology giant Amazon (NASDAQ: AMZN) raising questions.

Seth Klarman is a legendary value investor widely regarded as a modern disciple of Benjamin Graham, the father of value investing.

Amazon is best valued as an AI infrastructure provider, with AWS and advertising as key growth and margin drivers. Despite heavy CapEx and near-term FCF pressure, AMZN's aggressive investments are fueling long-term revenue and profit expansion, especially in cloud and AI. AWS posted 24% YoY Q4'25 growth, a 39% operating margin, and a $244B backlog, positioning it as AMZN's future profit engine.

Alphabet has performed very well since its stock split, generating a fantastic return of 167%. Netflix has struggled in the months following its stock split, largely due to its bidding war with Paramount Skydance.

Amazon.com NASDAQ: AMZN, along with many of its tech peers, spent much of last year battling investor anxiety over the scale of its artificial intelligence (AI) spending plans. Those fears intensified following last month's earnings report when management outlined a capital expenditure forecast of roughly $200 billion for 2026.

Brown Brothers Harriman and Co. trimmed its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 4.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,251,423 shares of the e-commerce giant's stock after selling 96,708 shares during

FreeGulliver LLC grew its position in Amazon.com, Inc. (NASDAQ: AMZN) by 260.3% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 8,824 shares of the e-commerce giant's stock after buying an additional 6,375 shares during the period. Amazon.com makes up about 0.9% of FreeGulliver LLC's investment portfolio, making the

Benchmark Investment Advisors LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 18,075 shares of the e-commerce giant's stock, valued at approximately $3,969,000. Amazon.com comprises approximately 2.3% of Benchmark

Banque Transatlantique SA grew its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 0.8% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,618,890 shares of the e-commerce giant's stock after buying an additional 12,086 shares during the period. Amazon.com makes up 8.7% of Banque Transatlantique SA's investment