Amazon.com Inc (AMZN)
Brown Advisory Large-Cap Sustainable Growth Strategy Q1 2026 Portfolio Activity
Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. Microsoft traded down despite delivering robust earnings results and providing forward guidance above consensus expectations. During the first quarter, we purchased both Palo Alto Networks and Cintas and sold Dynatrace and Verisk Analytics.
Artisan Value Fund Q1 2026 Portfolio Activity
We initiated four new positions in Q1, an above-average pace of activity. We also used the increased volatility to upgrade overall portfolio quality. Our three largest new positions were Amazon.com, Universal Music Group and IQVIA Holdings. In addition to sales of Humana and PayPal, we also exited our positions in social technology leader Meta Platforms and beverages company Diageo.
In the global AI race, a sanctioned Chinese firm says cheaper models can still win
AI competition shifted beyond tech as platforms hold financial and user advantages, analysts say. SenseTime is betting that lower-cost models could win market share despite quality gaps, cofounder Lin Dahua told CNBC.
Amazon's stock has come alive, setting the company up to join an exclusive club
Amazon's stock needs to rise less than 2% for the company's market cap to top $3 trillion — something only four other companies have ever achieved.
Amazon Weighs Merging AI Chat Into Its Main Search Bar
Amazon has kept its Rufus AI shopping assistant largely separate from its main search bar since the tool's 2024 launch. The company is now leaving the door open to changing that.
Amazon Opens Fresh Grocery Deliveries to Business Customers
Amazon has begun offering same-day delivery of perishable groceries to its business customers. The new service, long available for consumer customers, is being rolled out in 2,300 communities around the U.S. in response to what the company says was a top customer request, Amazon said in a news release Tuesday (May 5).
Amazon's Free Cash Flow Just Collapsed From $26 Billion to $1.2 Billion. The Market Barely Blinked.
A caller on Bloomberg Businessweek's Big Tech Special earnings panel captured the strangest dynamic in this market with a single line: “The market has been really sanguine about negative free cash flow or the prospect of it.
Amazon's $364B AI Time Bomb
Amazon reported $37.6B AWS revenue, up 28% YoY, generating $14.2B operating income in Q1. AWS backlog reached $364B, excluding the Anthropic agreement, supporting multi-year revenue visibility tied to AI inference demand growth. Customers reserved $225B Trainium capacity, with Trainium2 sold out and Trainium3 oversubscribed ahead of 2026 deployments.
Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff
The transportation and logistics sector experienced a shock following the announcement that Amazon.com, Inc. NASDAQ: AMZN is opening its vast, end-to-end supply chain infrastructure to all businesses. The move, branded Amazon Supply Chain Services (ASCS), represents a direct assault on the market share held by legacy carriers.
Amazon bets Nobel Prize-based dehumidification can cut its energy use
It's not just you: restaurants, malls, and offices on steamy summer days really are kept colder than necessary. Air conditioning is as much about dehumidification as it is about cooling, especially in hot, humid climates like the U.S. South, where buildings can be fertile ground for hazardous molds.
AMZW's Weekly Payouts Drop 79% as Volatility Collapses; Can Investors Count on Them?
Roundhill's weekly-pay ETF lineup has built a following among income seekers willing to swap diversification for fat, frequent checks.
Andy Jassy says Amazon investors will be rewarded by all its AI spending
CEO Andy Jassy said Amazon's massive AI spending reflects a once-in-a-generation opportunity and will ultimately drive stronger long-term growth and returns. He argued investors are overlooking how Amazon invests ahead of demand, noting profits and cash flow typically follow once infrastructure is fully utilized.
