Peter Thiel's macro fund has returned to US-listed equities with Amazon as its largest disclosed holding, but the rest of the portfolio points to a bigger wager on infrastructure powering artificial intelligence. Thiel Macro reported $418.7 million of 13F holdings at the end of June after disclosing no holdings at the end of December 2025 or March 2026.
The four largest cloud buyers are on pace to spend roughly half a trillion dollars this year building AI infrastructure, and the number keeps climbing.
A coalition of Amazon Teamsters, the Alliance for a Greater New York and the Retail, Wholesale and Department Store Union rallied at New York City Hall to push passage of the Mayor Zohran Mamdani-backed “Delivery Protection Act” that would require Amazon to employ all last-mile delivery drivers in the city rather than rely on subcontractors.
The August 2026 earnings cycle delivered a clear message: the three US hyperscalers are converting massive AI infrastructure spend into accelerating cloud revenue alongside record capex.
Elon Musk has finally admitted that Anthropic is the current leader in AI. Amazon is poised to greatly benefit from its relationship with Anthropic.
A consortium including Amazon founder Jeff Bezos has reached a definitive agreement to buy a minority stake in Liverpool, the Premier League club's owners Fenway Sports Group said on Friday.
Livestream gaming giant Twitch has raised hackles among its millions of users after declaring it will share their data with its parent company, Amazon, to better train the online retailer's AI models.
Amazon.com, Inc.'s AWS revenue surged 36.7% YoY to $42.2 billion, marking five consecutive quarters of accelerating growth for AMZN despite its enormous scale. AWS backlog reached $496 billion, rising $130 billion QoQ, while 2027 capacity is largely reserved and 2028 demand remains strong. AWS operating margin expanded to approximately 39.4%, strengthening the case that rapidly growing AI workloads can deliver attractive profitability.
I hit the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) again this week, and I will hit it again next month.
Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) never ceases to be in the headlines, it seems.
Amazon is training its AI models on Twitch livestreams. "We don't expect you to be happy or excited about this," a Twitch exec said.